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
JEAN STALDER 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

30-6508843
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,308,801J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 126,819 126,819  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 257,872
b Gross sales price for all assets on line 6a 1,029,478
7 Capital gain net income (from Part IV, line 2)... 257,872
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........ 384,691 384,691  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 62,326 24,931   37,396
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)... Click to see attachment
List of Attached Documents:
// Content
6,091 2,920   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 68,417 27,851 0 37,396
25 Contributions, gifts, grants paid....... 300,534 300,534
26 Total expenses and disbursements. Add lines 24 and 25 368,951 27,851 0 337,930
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 15,740
b Net investment income (if negative, enter -0-) 356,840
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............. -38,282 -14,469 -47,858
2 Savings and temporary cash investments......... 163,015 79,600 79,600
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,255,634 Click to see attachment
List of Attached Documents:
// Content
4,330,868 		5,277,059
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,380,367 4,395,999 5,308,801
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........ 4,380,367 4,395,999
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)..... 4,380,367 4,395,999
30 Total liabilities and net assets/fund balances (see instructions). 4,380,367 4,395,999
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
4,380,367
2
Enter amount from Part I, line 27a .....................
2
15,740
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,212
4
Add lines 1, 2, and 3 ..........................
4
4,398,319
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,320
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,395,999
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 18. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-11 2024-02-14
b 81. FIDELITY MSCI UTILITIES INDEX ETF   2022-07-12 2024-02-14
c 19. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-11 2024-02-14
d 88. FIDELITY MSCI UTILITIES INDEX ETF   2022-07-12 2024-02-14
e 20. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-11 2024-02-14
87. FIDELITY MSCI UTILITIES INDEX ETF   2022-07-12 2024-02-14
20. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-11 2024-02-14
87. FIDELITY MSCI UTILITIES INDEX ETF   2022-07-12 2024-02-14
20. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-11 2024-02-14
87. FIDELITY MSCI UTILITIES INDEX ETF   2022-07-12 2024-02-14
8. INVESCO KBW BANK ETF   2023-04-11 2024-02-14
8. INVESCO KBW BANK ETF   2023-04-11 2024-02-14
8. INVESCO KBW BANK ETF   2023-04-11 2024-02-14
8. INVESCO KBW BANK ETF   2023-04-11 2024-02-14
8. INVESCO KBW BANK ETF   2023-04-11 2024-02-14
8. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2024-02-14
9. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2024-02-14
9. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2024-02-14
9. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2024-02-14
9. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2024-02-14
8. ISHARES MBS ETF   2022-07-12 2024-02-14
87. ISHARES MBS ETF   2022-10-11 2024-02-14
8. ISHARES MBS ETF   2022-07-12 2024-02-14
1. ISHARES MBS ETF   2023-07-20 2024-02-14
94. ISHARES MBS ETF   2022-10-11 2024-02-14
8. ISHARES MBS ETF   2022-07-12 2024-02-14
1. ISHARES MBS ETF   2023-07-20 2024-02-14
94. ISHARES MBS ETF   2022-10-11 2024-02-14
9. ISHARES MBS ETF   2022-07-12 2024-02-14
1. ISHARES MBS ETF   2023-07-20 2024-02-14
93. ISHARES MBS ETF   2022-10-11 2024-02-14
8. ISHARES MBS ETF   2022-07-12 2024-02-14
1. ISHARES MBS ETF   2023-07-20 2024-02-14
94. ISHARES MBS ETF   2022-10-11 2024-02-14
20. ISHARES TR   2023-07-20 2024-02-14
21. ISHARES TR   2023-07-20 2024-02-14
21. ISHARES TR   2023-07-20 2024-02-14
21. ISHARES TR   2023-07-20 2024-02-14
21. ISHARES TR   2023-07-20 2024-02-14
32. PACER BENCHMARK DATA AND   2021-07-12 2024-02-14
34. PACER BENCHMARK DATA AND   2021-07-12 2024-02-14
34. PACER BENCHMARK DATA AND   2021-07-12 2024-02-14
34. PACER BENCHMARK DATA AND   2021-07-12 2024-02-14
34. PACER BENCHMARK DATA AND   2021-07-12 2024-02-14
155. SCHWAB SHORT-TERM U.S. TREASURY ETF   2023-01-18 2024-02-14
166. SCHWAB SHORT-TERM U.S. TREASURY ETF   2023-01-18 2024-02-14
166. SCHWAB SHORT-TERM U.S. TREASURY ETF   2023-01-18 2024-02-14
166. SCHWAB SHORT-TERM U.S. TREASURY ETF   2023-01-18 2024-02-14
166. SCHWAB SHORT-TERM U.S. TREASURY ETF   2023-01-18 2024-02-14
34. HEALTH CARE SELECT SECTOR SPDR FUND   2020-04-14 2024-02-14
10. HEALTH CARE SELECT SECTOR SPDR FUND   2020-05-12 2024-02-14
37. HEALTH CARE SELECT SECTOR SPDR FUND   2020-04-14 2024-02-14
11. HEALTH CARE SELECT SECTOR SPDR FUND   2020-05-12 2024-02-14
37. HEALTH CARE SELECT SECTOR SPDR FUND   2020-04-14 2024-02-14
11. HEALTH CARE SELECT SECTOR SPDR FUND   2020-05-12 2024-02-14
37. HEALTH CARE SELECT SECTOR SPDR FUND   2020-04-14 2024-02-14
11. HEALTH CARE SELECT SECTOR SPDR FUND   2020-05-12 2024-02-14
37. HEALTH CARE SELECT SECTOR SPDR FUND   2020-04-14 2024-02-14
11. HEALTH CARE SELECT SECTOR SPDR FUND   2020-05-12 2024-02-14
39. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2024-02-14
43. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2024-02-14
43. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2024-02-14
43. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2024-02-14
43. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2024-02-14
46. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2024-02-14
50. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2024-02-14
50. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2024-02-14
50. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2024-02-14
50. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2024-02-14
6. COMM SERVICES SELECT   2020-03-12 2024-02-14
24. COMM SERVICES SELECT   2020-04-14 2024-02-14
26. COMM SERVICES SELECT   2020-04-14 2024-02-14
6. COMM SERVICES SELECT   2020-03-12 2024-02-14
6. COMM SERVICES SELECT   2020-03-12 2024-02-14
26. COMM SERVICES SELECT   2020-04-14 2024-02-14
6. COMM SERVICES SELECT   2020-03-12 2024-02-14
26. COMM SERVICES SELECT   2020-04-14 2024-02-14
5. COMM SERVICES SELECT   2020-03-12 2024-02-14
27. COMM SERVICES SELECT   2020-04-14 2024-02-14
8. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2024-02-14
9. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2024-02-14
9. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2024-02-14
9. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2024-02-14
9. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2024-02-14
2. VANGUARD CONSUMER STAPLES ETF   2019-04-23 2024-02-14
8. VANGUARD CONSUMER STAPLES ETF   2019-08-14 2024-02-14
12. VANGUARD CONSUMER STAPLES ETF   2020-01-14 2024-02-14
25. VANGUARD CONSUMER STAPLES ETF   2020-04-14 2024-02-14
17. VANGUARD CONSUMER STAPLES ETF   2019-07-16 2024-02-14
1. VANGUARD CONSUMER STAPLES ETF   2019-04-23 2024-02-14
18. VANGUARD CONSUMER STAPLES ETF   2019-07-16 2024-02-14
9. VANGUARD CONSUMER STAPLES ETF   2019-08-14 2024-02-14
13. VANGUARD CONSUMER STAPLES ETF   2020-01-14 2024-02-14
28. VANGUARD CONSUMER STAPLES ETF   2020-04-14 2024-02-14
9. VANGUARD CONSUMER STAPLES ETF   2019-08-14 2024-02-14
13. VANGUARD CONSUMER STAPLES ETF   2020-01-14 2024-02-14
35. VANGUARD CONSUMER STAPLES ETF   2020-04-14 2024-02-14
12. VANGUARD CONSUMER STAPLES ETF   2019-07-16 2024-02-14
33. VANGUARD CONSUMER STAPLES ETF   2020-04-14 2024-02-14
14. VANGUARD CONSUMER STAPLES ETF   2019-07-16 2024-02-14
9. VANGUARD CONSUMER STAPLES ETF   2019-08-14 2024-02-14
13. VANGUARD CONSUMER STAPLES ETF   2020-01-14 2024-02-14
9. VANGUARD CONSUMER STAPLES ETF   2019-08-14 2024-02-14
13. VANGUARD CONSUMER STAPLES ETF   2020-01-14 2024-02-14
35. VANGUARD CONSUMER STAPLES ETF   2020-04-14 2024-02-14
12. VANGUARD CONSUMER STAPLES ETF   2019-07-16 2024-02-14
54. VANGUARD INTRMDIATE-TERM   2021-01-12 2024-02-14
20. VANGUARD INTRMDIATE-TERM   2021-03-09 2024-02-14
19. VANGUARD INTRMDIATE-TERM   2021-07-12 2024-02-14
14. VANGUARD INTRMDIATE-TERM   2021-11-17 2024-02-14
57. VANGUARD INTRMDIATE-TERM   2021-01-12 2024-02-14
22. VANGUARD INTRMDIATE-TERM   2021-03-09 2024-02-14
21. VANGUARD INTRMDIATE-TERM   2021-07-12 2024-02-14
15. VANGUARD INTRMDIATE-TERM   2021-11-17 2024-02-14
57. VANGUARD INTRMDIATE-TERM   2021-01-12 2024-02-14
22. VANGUARD INTRMDIATE-TERM   2021-03-09 2024-02-14
21. VANGUARD INTRMDIATE-TERM   2021-07-12 2024-02-14
15. VANGUARD INTRMDIATE-TERM   2021-11-17 2024-02-14
57. VANGUARD INTRMDIATE-TERM   2021-01-12 2024-02-14
22. VANGUARD INTRMDIATE-TERM   2021-03-09 2024-02-14
21. VANGUARD INTRMDIATE-TERM   2021-07-12 2024-02-14
14. VANGUARD INTRMDIATE-TERM   2021-11-17 2024-02-14
57. VANGUARD INTRMDIATE-TERM   2021-01-12 2024-02-14
22. VANGUARD INTRMDIATE-TERM   2021-03-09 2024-02-14
21. VANGUARD INTRMDIATE-TERM   2021-07-12 2024-02-14
15. VANGUARD INTRMDIATE-TERM   2021-11-17 2024-02-14
8. GLOBAL X FUNDS SHS US   2021-07-12 2024-03-25
61. ISHARES CORE MSCI EAFE ETF   2018-03-06 2024-03-25
66. ISHARES CORE MSCI EAFE ETF   2018-03-06 2024-03-25
66. ISHARES CORE MSCI EAFE ETF   2018-03-06 2024-03-25
66. ISHARES CORE MSCI EAFE ETF   2018-03-06 2024-03-25
66. ISHARES CORE MSCI EAFE ETF   2018-03-06 2024-03-25
21. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2024-03-25
22. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2024-03-25
22. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2024-03-25
22. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2024-03-25
22. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2024-03-25
48. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2024-03-25
51. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2024-03-25
51. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2024-03-25
51. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2024-03-25
51. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2024-03-25
9. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2024-03-25
9. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2024-03-25
9. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2024-03-25
9. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2024-03-25
9. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2024-03-25
6. VANGUARD INDUSTRIALS ETF   2018-06-21 2024-03-25
6. VANGUARD INDUSTRIALS ETF   2018-06-21 2024-03-25
5. VANGUARD INDUSTRIALS ETF   2018-06-21 2024-03-25
5. VANGUARD INDUSTRIALS ETF   2018-06-21 2024-03-25
6. VANGUARD INDUSTRIALS ETF   2018-06-21 2024-03-25
16. VANGUARD SMALL-CAP ETF   2020-03-20 2024-03-25
17. VANGUARD SMALL-CAP ETF   2020-03-20 2024-03-25
17. VANGUARD SMALL-CAP ETF   2020-03-20 2024-03-25
17. VANGUARD SMALL-CAP ETF   2020-03-20 2024-03-25
17. VANGUARD SMALL-CAP ETF   2020-03-20 2024-03-25
1. VANECK VECTORS SEMICONDUCTOR ETF   2022-04-12 2024-06-21
5. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2024-06-21
2. VANECK VECTORS SEMICONDUCTOR ETF   2022-04-12 2024-06-21
5. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2024-06-21
5. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2024-06-21
2. VANECK VECTORS SEMICONDUCTOR ETF   2022-04-12 2024-06-21
1. VANECK VECTORS SEMICONDUCTOR ETF   2022-04-12 2024-06-21
5. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2024-06-21
21. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2024-06-21
22. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2024-06-21
22. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2024-06-21
22. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2024-06-21
22. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2024-06-21
3. FIDELITY MSCI UTILITIES INDEX ETF   2022-07-12 2024-09-10
3. FIDELITY MSCI UTILITIES INDEX ETF   2022-07-12 2024-09-10
3. FIDELITY MSCI UTILITIES INDEX ETF   2022-07-12 2024-09-10
3. FIDELITY MSCI UTILITIES INDEX ETF   2022-07-12 2024-09-10
3. FIDELITY MSCI UTILITIES INDEX ETF   2022-07-12 2024-09-10
6. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2024-09-10
6. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2024-09-10
6. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2024-09-10
6. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2024-09-10
6. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2024-09-10
267. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2024-09-10
287. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2024-09-10
287. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2024-09-10
287. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2024-09-10
287. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2024-09-10
3. ISHARES 20 YEAR TREASURY BOND ETF   2022-10-11 2024-09-10
8. ISHARES 20 YEAR TREASURY BOND ETF   2022-07-12 2024-09-10
7. ISHARES 20 YEAR TREASURY BOND ETF   2022-07-12 2024-09-10
4. ISHARES 20 YEAR TREASURY BOND ETF   2022-10-11 2024-09-10
4. ISHARES 20 YEAR TREASURY BOND ETF   2022-10-11 2024-09-10
7. ISHARES 20 YEAR TREASURY BOND ETF   2022-07-12 2024-09-10
4. ISHARES 20 YEAR TREASURY BOND ETF   2022-10-11 2024-09-10
7. ISHARES 20 YEAR TREASURY BOND ETF   2022-07-12 2024-09-10
4. ISHARES 20 YEAR TREASURY BOND ETF   2022-10-11 2024-09-10
7. ISHARES 20 YEAR TREASURY BOND ETF   2022-07-12 2024-09-10
5. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2024-09-10
5. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2024-09-10
5. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2024-09-10
5. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2024-09-10
5. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2024-09-10
13. ISHARES US AEROSPACE & DEFENSE ETF   2023-10-19 2024-09-10
7. ISHARES US AEROSPACE & DEFENSE ETF   2024-02-14 2024-09-10
1. ISHARES US AEROSPACE & DEFENSE ETF   2023-07-20 2024-09-10
47. ISHARES US AEROSPACE & DEFENSE ETF   2023-01-18 2024-09-10
50. ISHARES US AEROSPACE & DEFENSE ETF   2023-01-18 2024-09-10
2. ISHARES US AEROSPACE & DEFENSE ETF   2023-07-20 2024-09-10
13. ISHARES US AEROSPACE & DEFENSE ETF   2023-10-19 2024-09-10
8. ISHARES US AEROSPACE & DEFENSE ETF   2024-02-14 2024-09-10
2. ISHARES US AEROSPACE & DEFENSE ETF   2023-07-20 2024-09-10
13. ISHARES US AEROSPACE & DEFENSE ETF   2023-10-19 2024-09-10
8. ISHARES US AEROSPACE & DEFENSE ETF   2024-02-14 2024-09-10
50. ISHARES US AEROSPACE & DEFENSE ETF   2023-01-18 2024-09-10
50. ISHARES US AEROSPACE & DEFENSE ETF   2023-01-18 2024-09-10
2. ISHARES US AEROSPACE & DEFENSE ETF   2023-07-20 2024-09-10
13. ISHARES US AEROSPACE & DEFENSE ETF   2023-10-19 2024-09-10
8. ISHARES US AEROSPACE & DEFENSE ETF   2024-02-14 2024-09-10
2. ISHARES US AEROSPACE & DEFENSE ETF   2023-07-20 2024-09-10
13. ISHARES US AEROSPACE & DEFENSE ETF   2023-10-19 2024-09-10
8. ISHARES US AEROSPACE & DEFENSE ETF   2024-02-14 2024-09-10
50. ISHARES US AEROSPACE & DEFENSE ETF   2023-01-18 2024-09-10
231. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2024-09-10
249. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2024-09-10
249. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2024-09-10
248. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2024-09-10
249. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2024-09-10
12. PACER BENCHMARK DATA AND   2021-07-12 2024-09-10
2. PACER BENCHMARK DATA AND   2021-10-20 2024-09-10
12. PACER BENCHMARK DATA AND   2021-07-12 2024-09-10
3. PACER BENCHMARK DATA AND   2021-10-20 2024-09-10
3. PACER BENCHMARK DATA AND   2021-10-20 2024-09-10
12. PACER BENCHMARK DATA AND   2021-07-12 2024-09-10
3. PACER BENCHMARK DATA AND   2021-10-20 2024-09-10
12. PACER BENCHMARK DATA AND   2021-07-12 2024-09-10
3. PACER BENCHMARK DATA AND   2021-10-20 2024-09-10
12. PACER BENCHMARK DATA AND   2021-07-12 2024-09-10
25. HEALTH CARE SELECT SECTOR SPDR FUND   2020-05-12 2024-09-10
27. HEALTH CARE SELECT SECTOR SPDR FUND   2020-05-12 2024-09-10
27. HEALTH CARE SELECT SECTOR SPDR FUND   2020-05-12 2024-09-10
27. HEALTH CARE SELECT SECTOR SPDR FUND   2020-05-12 2024-09-10
27. HEALTH CARE SELECT SECTOR SPDR FUND   2020-05-12 2024-09-10
20. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2024-09-10
20. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2019-03-20 2024-09-10
24. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2024-09-10
19. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2019-03-20 2024-09-10
25. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2024-09-10
18. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2019-03-20 2024-09-10
26. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2024-09-10
17. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2019-03-20 2024-09-10
25. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2024-09-10
18. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2019-03-20 2024-09-10
4. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2024-09-10
4. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2024-09-10
4. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2024-09-10
4. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2024-09-10
4. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2024-09-10
14. COMM SERVICES SELECT   2020-04-14 2024-09-10
16. COMM SERVICES SELECT   2020-04-14 2024-09-10
16. COMM SERVICES SELECT   2020-04-14 2024-09-10
16. COMM SERVICES SELECT   2020-04-14 2024-09-10
16. COMM SERVICES SELECT   2020-04-14 2024-09-10
18. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-11 2024-09-10
20. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-11 2024-09-10
20. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-11 2024-09-10
20. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-11 2024-09-10
20. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-11 2024-09-10
3. VANGUARD CONSUMER STAPLES ETF   2022-05-11 2024-09-10
2. VANGUARD CONSUMER STAPLES ETF   2022-02-09 2024-09-10
7. VANGUARD CONSUMER STAPLES ETF   2020-04-14 2024-09-10
2. VANGUARD CONSUMER STAPLES ETF   2022-05-11 2024-09-10
7. VANGUARD CONSUMER STAPLES ETF   2020-04-14 2024-09-10
3. VANGUARD CONSUMER STAPLES ETF   2022-02-09 2024-09-10
9. VANGUARD CONSUMER STAPLES ETF   2022-05-11 2024-09-10
3. VANGUARD CONSUMER STAPLES ETF   2022-02-09 2024-09-10
2. VANGUARD CONSUMER STAPLES ETF   2020-04-14 2024-09-10
3. VANGUARD CONSUMER STAPLES ETF   2022-02-09 2024-09-10
7. VANGUARD CONSUMER STAPLES ETF   2022-05-11 2024-09-10
9. VANGUARD CONSUMER STAPLES ETF   2022-05-11 2024-09-10
3. VANGUARD CONSUMER STAPLES ETF   2022-02-09 2024-09-10
9. VANGUARD INDUSTRIALS ETF   2020-03-20 2024-09-10
2. VANGUARD INDUSTRIALS ETF   2018-06-21 2024-09-10
9. VANGUARD INDUSTRIALS ETF   2020-03-20 2024-09-10
3. VANGUARD INDUSTRIALS ETF   2018-06-21 2024-09-10
9. VANGUARD INDUSTRIALS ETF   2020-03-20 2024-09-10
4. VANGUARD INDUSTRIALS ETF   2018-06-21 2024-09-10
9. VANGUARD INDUSTRIALS ETF   2020-03-20 2024-09-10
4. VANGUARD INDUSTRIALS ETF   2018-06-21 2024-09-10
9. VANGUARD INDUSTRIALS ETF   2020-03-20 2024-09-10
3. VANGUARD INDUSTRIALS ETF   2018-06-21 2024-09-10
2. VANGUARD INTRMDIATE-TERM   2022-04-12 2024-09-10
20. VANGUARD INTRMDIATE-TERM   2022-07-12 2024-09-10
2. VANGUARD INTRMDIATE-TERM   2022-04-12 2024-09-10
24. VANGUARD INTRMDIATE-TERM   2022-07-12 2024-09-10
24. VANGUARD INTRMDIATE-TERM   2022-07-12 2024-09-10
2. VANGUARD INTRMDIATE-TERM   2022-04-12 2024-09-10
22. VANGUARD INTRMDIATE-TERM   2022-07-12 2024-09-10
2. VANGUARD INTRMDIATE-TERM   2022-04-12 2024-09-10
1. VANGUARD INTRMDIATE-TERM   2021-11-17 2024-09-10
23. VANGUARD INTRMDIATE-TERM   2022-07-12 2024-09-10
2. VANGUARD INTRMDIATE-TERM   2022-04-12 2024-09-10
42. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2024-09-24
46. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2024-09-24
46. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2024-09-24
46. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2024-09-24
46. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2024-09-24
11. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2019-03-20 2024-09-24
12. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2019-03-20 2024-09-24
12. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2019-03-20 2024-09-24
12. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2019-03-20 2024-09-24
12. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2019-03-20 2024-09-24
3. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2024-09-24
2. VANECK VECTORS SEMICONDUCTOR ETF   2022-04-12 2024-09-24
2. VANECK VECTORS SEMICONDUCTOR ETF   2022-04-12 2024-09-24
2. VANECK VECTORS SEMICONDUCTOR ETF   2022-04-12 2024-09-24
2. VANECK VECTORS SEMICONDUCTOR ETF   2022-04-12 2024-09-24
5. VANGUARD INFORMATION TECHNOLOGY ETF   2019-12-10 2024-09-24
4. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2024-09-24
4. VANGUARD INFORMATION TECHNOLOGY ETF   2019-12-10 2024-09-24
5. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2024-09-24
5. VANGUARD INFORMATION TECHNOLOGY ETF   2019-12-10 2024-09-24
4. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2024-09-24
4. VANGUARD INFORMATION TECHNOLOGY ETF   2019-12-10 2024-09-24
5. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2024-09-24
5. VANGUARD INFORMATION TECHNOLOGY ETF   2019-12-10 2024-09-24
4. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2024-09-24
11. VANGUARD SMALL-CAP ETF   2020-03-20 2024-09-24
4. VANGUARD SMALL-CAP ETF   2021-01-12 2024-09-24
6. VANGUARD SMALL-CAP ETF   2021-01-12 2024-09-24
11. VANGUARD SMALL-CAP ETF   2020-03-20 2024-09-24
11. VANGUARD SMALL-CAP ETF   2020-03-20 2024-09-24
6. VANGUARD SMALL-CAP ETF   2021-01-12 2024-09-24
6. VANGUARD SMALL-CAP ETF   2021-01-12 2024-09-24
11. VANGUARD SMALL-CAP ETF   2020-03-20 2024-09-24
11. VANGUARD SMALL-CAP ETF   2020-03-20 2024-09-24
6. VANGUARD SMALL-CAP ETF   2021-01-12 2024-09-24
18. GLOBAL X FUNDS SHS US   2021-07-12 2024-10-10
19. GLOBAL X FUNDS SHS US   2021-07-12 2024-10-10
19. GLOBAL X FUNDS SHS US   2021-07-12 2024-10-10
19. GLOBAL X FUNDS SHS US   2021-07-12 2024-10-10
19. GLOBAL X FUNDS SHS US   2021-07-12 2024-10-10
1. INVESCO AEROSPACE & DEFENSE ETF   2024-09-10 2024-10-10
2. INVESCO AEROSPACE & DEFENSE ETF   2024-09-10 2024-10-10
2. INVESCO AEROSPACE & DEFENSE ETF   2024-09-10 2024-10-10
2. INVESCO AEROSPACE & DEFENSE ETF   2024-09-10 2024-10-10
2. INVESCO AEROSPACE & DEFENSE ETF   2024-09-10 2024-10-10
6. INVESCO KBW BANK ETF   2023-04-11 2024-10-10
6. INVESCO KBW BANK ETF   2023-04-11 2024-10-10
6. INVESCO KBW BANK ETF   2023-04-11 2024-10-10
6. INVESCO KBW BANK ETF   2023-04-11 2024-10-10
6. INVESCO KBW BANK ETF   2023-04-11 2024-10-10
5. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2024-10-10
6. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2024-10-10
6. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2024-10-10
6. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2024-10-10
6. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2024-10-10
50. ISHARES 20 YEAR TREASURY BOND ETF   2022-10-11 2024-10-10
54. ISHARES 20 YEAR TREASURY BOND ETF   2022-10-11 2024-10-10
54. ISHARES 20 YEAR TREASURY BOND ETF   2022-10-11 2024-10-10
54. ISHARES 20 YEAR TREASURY BOND ETF   2022-10-11 2024-10-10
54. ISHARES 20 YEAR TREASURY BOND ETF   2022-10-11 2024-10-10
1. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2024-10-10
1. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2024-10-10
1. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2024-10-10
1. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2024-10-10
10. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2024-10-10
10. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2024-10-10
10. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2024-10-10
10. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2024-10-10
10. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2024-10-10
4. HEALTH CARE SELECT SECTOR SPDR FUND   2020-05-12 2024-10-10
4. HEALTH CARE SELECT SECTOR SPDR FUND   2020-05-12 2024-10-10
4. HEALTH CARE SELECT SECTOR SPDR FUND   2020-05-12 2024-10-10
4. HEALTH CARE SELECT SECTOR SPDR FUND   2020-05-12 2024-10-10
4. HEALTH CARE SELECT SECTOR SPDR FUND   2020-05-12 2024-10-10
13. ENERGY SELECT SECTOR SPDR FUND   2022-07-12 2024-10-10
23. ENERGY SELECT SECTOR SPDR FUND   2022-04-12 2024-10-10
9. ENERGY SELECT SECTOR SPDR FUND   2021-11-17 2024-10-10
24. ENERGY SELECT SECTOR SPDR FUND   2021-07-12 2024-10-10
53. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2024-10-10
53. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2024-10-10
16. ENERGY SELECT SECTOR SPDR FUND   2022-07-12 2024-10-10
26. ENERGY SELECT SECTOR SPDR FUND   2021-07-12 2024-10-10
26. ENERGY SELECT SECTOR SPDR FUND   2022-04-12 2024-10-10
10. ENERGY SELECT SECTOR SPDR FUND   2021-11-17 2024-10-10
54. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2024-10-10
15. ENERGY SELECT SECTOR SPDR FUND   2022-07-12 2024-10-10
26. ENERGY SELECT SECTOR SPDR FUND   2021-07-12 2024-10-10
26. ENERGY SELECT SECTOR SPDR FUND   2022-04-12 2024-10-10
10. ENERGY SELECT SECTOR SPDR FUND   2021-11-17 2024-10-10
9. ENERGY SELECT SECTOR SPDR FUND   2022-07-12 2024-10-10
60. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2024-10-10
26. ENERGY SELECT SECTOR SPDR FUND   2021-07-12 2024-10-10
26. ENERGY SELECT SECTOR SPDR FUND   2022-04-12 2024-10-10
10. ENERGY SELECT SECTOR SPDR FUND   2021-11-17 2024-10-10
55. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2024-10-10
14. ENERGY SELECT SECTOR SPDR FUND   2022-07-12 2024-10-10
26. ENERGY SELECT SECTOR SPDR FUND   2021-07-12 2024-10-10
26. ENERGY SELECT SECTOR SPDR FUND   2022-04-12 2024-10-10
10. ENERGY SELECT SECTOR SPDR FUND   2021-11-17 2024-10-10
10. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2024-10-10
21. FINANCIAL SELECT SECTOR SPDR FUND   2018-06-21 2024-10-10
16. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2024-10-10
17. FINANCIAL SELECT SECTOR SPDR FUND   2018-06-21 2024-10-10
33. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2024-10-10
33. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2024-10-10
33. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2024-10-10
19. COMM SERVICES SELECT   2020-04-14 2024-10-10
20. COMM SERVICES SELECT   2020-04-14 2024-10-10
20. COMM SERVICES SELECT   2020-04-14 2024-10-10
20. COMM SERVICES SELECT   2020-04-14 2024-10-10
20. COMM SERVICES SELECT   2020-04-14 2024-10-10
2. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2024-10-10
1. VANECK VECTORS SEMICONDUCTOR ETF   2022-04-12 2024-10-10
4. VANECK VECTORS SEMICONDUCTOR ETF   2022-04-12 2024-10-10
4. VANECK VECTORS SEMICONDUCTOR ETF   2022-04-12 2024-10-10
4. VANECK VECTORS SEMICONDUCTOR ETF   2022-04-12 2024-10-10
4. VANECK VECTORS SEMICONDUCTOR ETF   2022-04-12 2024-10-10
1. VANGUARD CONSUMER STAPLES ETF   2022-05-11 2024-10-10
2. VANGUARD CONSUMER STAPLES ETF   2022-05-11 2024-10-10
2. VANGUARD CONSUMER STAPLES ETF   2022-05-11 2024-10-10
2. VANGUARD CONSUMER STAPLES ETF   2022-05-11 2024-10-10
2. VANGUARD CONSUMER STAPLES ETF   2022-05-11 2024-10-10
4. VANGUARD INDUSTRIALS ETF   2020-03-20 2024-10-10
4. VANGUARD INDUSTRIALS ETF   2020-03-20 2024-10-10
4. VANGUARD INDUSTRIALS ETF   2020-03-20 2024-10-10
4. VANGUARD INDUSTRIALS ETF   2020-03-20 2024-10-10
4. VANGUARD INDUSTRIALS ETF   2020-03-20 2024-10-10
2. VANGUARD INFORMATION TECHNOLOGY ETF   2019-12-10 2024-10-10
4. VANGUARD INFORMATION TECHNOLOGY ETF   2020-03-12 2024-10-10
4. VANGUARD INFORMATION TECHNOLOGY ETF   2019-12-10 2024-10-10
3. VANGUARD INFORMATION TECHNOLOGY ETF   2020-03-12 2024-10-10
4. VANGUARD INFORMATION TECHNOLOGY ETF   2020-03-12 2024-10-10
3. VANGUARD INFORMATION TECHNOLOGY ETF   2019-12-10 2024-10-10
4. VANGUARD INFORMATION TECHNOLOGY ETF   2019-12-10 2024-10-10
3. VANGUARD INFORMATION TECHNOLOGY ETF   2020-03-12 2024-10-10
4. VANGUARD INFORMATION TECHNOLOGY ETF   2020-03-12 2024-10-10
3. VANGUARD INFORMATION TECHNOLOGY ETF   2019-12-10 2024-10-10
7. VANGUARD INTRMDIATE-TERM   2022-07-12 2024-10-10
7. VANGUARD INTRMDIATE-TERM   2022-07-12 2024-10-10
7. VANGUARD INTRMDIATE-TERM   2022-07-12 2024-10-10
7. VANGUARD INTRMDIATE-TERM   2022-07-12 2024-10-10
7. VANGUARD INTRMDIATE-TERM   2022-07-12 2024-10-10
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 697   834 -137
b 3,139   3,670 -531
c 736   880 -144
d 3,410   3,987 -577
e 775   927 -152
3,371   3,942 -571
775   927 -152
3,371   3,942 -571
775   927 -152
3,371   3,942 -571
383   335 48
383   335 48
383   335 48
383   335 48
383   335 48
1,075   846 229
1,210   951 259
1,210   951 259
1,210   951 259
1,210   951 259
733   782 -49
7,976   7,938 38
733   782 -49
92   93 -1
8,618   8,577 41
733   782 -49
92   93 -1
8,618   8,577 41
825   880 -55
92   93 -1
8,526   8,485 41
733   782 -49
92   93 -1
8,618   8,577 41
784   803 -19
823   843 -20
823   843 -20
823   843 -20
823   843 -20
900   1,318 -418
956   1,400 -444
956   1,400 -444
956   1,400 -444
956   1,400 -444
7,472   7,544 -72
8,003   8,079 -76
8,003   8,079 -76
8,003   8,079 -76
8,003   8,079 -76
4,880   3,309 1,571
1,435   1,018 417
5,311   3,601 1,710
1,579   1,119 460
5,311   3,601 1,710
1,579   1,119 460
5,311   3,601 1,710
1,579   1,119 460
5,311   3,601 1,710
1,579   1,119 460
3,245   2,069 1,176
3,578   2,282 1,296
3,578   2,282 1,296
3,578   2,282 1,296
3,578   2,282 1,296
1,791   1,250 541
1,946   1,358 588
1,946   1,358 588
1,946   1,358 588
1,946   1,358 588
474   262 212
1,894   1,158 736
2,052   1,255 797
474   262 212
474   262 212
2,052   1,255 797
474   262 212
2,052   1,255 797
395   218 177
2,131   1,303 828
1,614   1,143 471
1,815   1,286 529
1,815   1,286 529
1,815   1,286 529
1,815   1,286 529
385   293 92
1,539   1,213 326
2,308   1,932 376
4,808   3,781 1,027
3,270   2,600 670
192   147 45
3,462   2,753 709
1,731   1,365 366
2,500   2,093 407
5,385   4,234 1,151
1,731   1,365 366
2,500   2,093 407
6,731   5,293 1,438
2,308   1,835 473
6,347   4,990 1,357
2,693   2,141 552
1,731   1,365 366
2,500   2,093 407
1,731   1,365 366
2,500   2,093 407
6,731   5,293 1,438
2,308   1,835 473
4,299   5,176 -877
1,592   1,862 -270
1,512   1,810 -298
1,114   1,306 -192
4,537   5,463 -926
1,751   2,048 -297
1,672   2,000 -328
1,194   1,399 -205
4,537   5,463 -926
1,751   2,048 -297
1,672   2,000 -328
1,194   1,399 -205
4,537   5,463 -926
1,751   2,048 -297
1,672   2,000 -328
1,114   1,306 -192
4,537   5,463 -926
1,751   2,048 -297
1,672   2,000 -328
1,194   1,399 -205
315   208 107
4,513   4,055 458
4,883   4,387 496
4,883   4,387 496
4,883   4,387 496
4,883   4,387 496
1,960   1,114 846
2,053   1,167 886
2,053   1,167 886
2,053   1,167 886
2,053   1,167 886
1,985   1,304 681
2,109   1,386 723
2,109   1,386 723
2,109   1,386 723
2,109   1,386 723
2,048   1,286 762
2,048   1,286 762
2,048   1,286 762
2,048   1,286 762
2,048   1,286 762
1,449   832 617
1,449   832 617
1,207   693 514
1,207   693 514
1,449   832 617
3,598   1,653 1,945
3,823   1,756 2,067
3,823   1,756 2,067
3,823   1,756 2,067
3,823   1,756 2,067
267   121 146
1,337   714 623
535   242 293
1,337   714 623
1,337   714 623
535   242 293
267   121 146
1,337   714 623
12,185   4,635 7,550
12,765   4,856 7,909
12,765   4,856 7,909
12,765   4,856 7,909
12,765   4,856 7,909
149   136 13
149   136 13
149   136 13
149   136 13
149   136 13
566   577 -11
566   577 -11
566   577 -11
566   577 -11
566   577 -11
15,867   13,674 2,193
17,056   14,698 2,358
17,056   14,698 2,358
17,056   14,698 2,358
17,056   14,698 2,358
301   302 -1
804   927 -123
703   811 -108
402   402  
402   402  
703   811 -108
402   402  
703   811 -108
402   402  
703   811 -108
724   529 195
724   529 195
724   529 195
724   529 195
724   529 195
1,852   1,426 426
997   873 124
142   117 25
6,695   5,201 1,494
7,123   5,534 1,589
285   234 51
1,852   1,426 426
1,140   998 142
285   234 51
1,852   1,426 426
1,140   998 142
7,123   5,534 1,589
7,123   5,534 1,589
285   234 51
1,852   1,426 426
1,140   998 142
285   234 51
1,852   1,426 426
1,140   998 142
7,123   5,534 1,589
17,569   13,242 4,327
18,938   14,274 4,664
18,938   14,274 4,664
18,862   14,216 4,646
18,938   14,274 4,664
372   494 -122
62   80 -18
372   494 -122
93   120 -27
93   120 -27
372   494 -122
93   120 -27
372   494 -122
93   120 -27
372   494 -122
3,887   2,544 1,343
4,198   2,748 1,450
4,198   2,748 1,450
4,198   2,748 1,450
4,198   2,748 1,450
3,715   2,338 1,377
3,715   2,242 1,473
4,458   2,806 1,652
3,529   2,130 1,399
4,643   2,923 1,720
3,343   2,018 1,325
4,829   3,040 1,789
3,157   1,906 1,251
4,643   2,923 1,720
3,343   2,018 1,325
177   109 68
177   109 68
177   109 68
177   109 68
177   109 68
1,176   676 500
1,344   772 572
1,344   772 572
1,344   772 572
1,344   772 572
800   758 42
889   842 47
889   842 47
889   842 47
889   842 47
660   592 68
440   394 46
1,541   1,059 482
440   395 45
1,541   1,059 482
660   591 69
1,981   1,775 206
660   591 69
440   302 138
660   591 69
1,541   1,381 160
1,981   1,775 206
660   591 69
2,191   879 1,312
487   277 210
2,191   879 1,312
730   416 314
2,191   879 1,312
974   555 419
2,191   879 1,312
974   555 419
2,191   879 1,312
730   416 314
167   168 -1
1,672   1,613 59
167   168 -1
2,006   1,936 70
2,006   1,936 70
167   168 -1
1,839   1,774 65
167   168 -1
84   93 -9
1,922   1,855 67
167   168 -1
2,382   2,741 -359
2,609   3,002 -393
2,609   3,002 -393
2,609   3,002 -393
2,609   3,002 -393
2,195   1,233 962
2,394   1,345 1,049
2,394   1,345 1,049
2,394   1,345 1,049
2,394   1,345 1,049
723   429 294
482   242 240
482   242 240
482   242 240
482   242 240
2,892   1,167 1,725
2,314   883 1,431
2,314   933 1,381
2,892   1,104 1,788
2,892   1,167 1,725
2,314   883 1,431
2,314   933 1,381
2,892   1,104 1,788
2,892   1,167 1,725
2,314   883 1,431
2,610   1,136 1,474
949   825 124
1,424   1,237 187
2,610   1,136 1,474
2,610   1,136 1,474
1,424   1,237 187
1,424   1,237 187
2,610   1,136 1,474
2,610   1,136 1,474
1,424   1,237 187
741   467 274
782   493 289
782   493 289
782   493 289
782   493 289
116   110 6
232   220 12
232   220 12
232   220 12
232   220 12
356   252 104
356   252 104
356   252 104
356   252 104
356   252 104
309   256 53
371   307 64
371   307 64
371   307 64
371   307 64
4,696   5,031 -335
5,072   5,433 -361
5,072   5,433 -361
5,072   5,433 -361
5,072   5,433 -361
142   106 36
142   106 36
142   106 36
142   106 36
574   653 -79
574   653 -79
574   653 -79
574   653 -79
574   653 -79
612   407 205
612   407 205
612   407 205
612   407 205
612   407 205
1,205   895 310
2,131   1,828 303
834   519 315
2,224   1,263 961
4,911   2,812 2,099
4,911   2,812 2,099
1,483   1,101 382
2,409   1,368 1,041
2,409   2,066 343
927   576 351
5,004   2,865 2,139
1,390   1,032 358
2,409   1,368 1,041
2,409   2,066 343
927   576 351
834   619 215
5,560   3,184 2,376
2,409   1,368 1,041
2,409   2,066 343
927   576 351
5,097   2,918 2,179
1,297   963 334
2,409   1,368 1,041
2,409   2,066 343
927   576 351
457   272 185
959   574 385
730   435 295
776   464 312
1,507   897 610
1,507   897 610
1,507   897 610
1,712   917 795
1,803   965 838
1,803   965 838
1,803   965 838
1,803   965 838
509   286 223
255   121 134
1,019   483 536
1,019   483 536
1,019   483 536
1,019   483 536
214   197 17
429   395 34
429   395 34
429   395 34
429   395 34
1,042   391 651
1,042   391 651
1,042   391 651
1,042   391 651
1,042   391 651
1,197   467 730
2,393   824 1,569
2,393   933 1,460
1,795   618 1,177
2,393   824 1,569
1,795   700 1,095
2,393   933 1,460
1,795   618 1,177
2,393   824 1,569
1,795   700 1,095
577   565 12
577   565 12
577   565 12
577   565 12
577   565 12
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
      43
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       -137
b       -531
c       -144
d       -577
e       -152
      -571
      -152
      -571
      -152
      -571
      48
      48
      48
      48
      48
      229
      259
      259
      259
      259
      -49
      38
      -49
      -1
      41
      -49
      -1
      41
      -55
      -1
      41
      -49
      -1
      41
      -19
      -20
      -20
      -20
      -20
      -418
      -444
      -444
      -444
      -444
      -72
      -76
      -76
      -76
      -76
      1,571
      417
      1,710
      460
      1,710
      460
      1,710
      460
      1,710
      460
      1,176
      1,296
      1,296
      1,296
      1,296
      541
      588
      588
      588
      588
      212
      736
      797
      212
      212
      797
      212
      797
      177
      828
      471
      529
      529
      529
      529
      92
      326
      376
      1,027
      670
      45
      709
      366
      407
      1,151
      366
      407
      1,438
      473
      1,357
      552
      366
      407
      366
      407
      1,438
      473
      -877
      -270
      -298
      -192
      -926
      -297
      -328
      -205
      -926
      -297
      -328
      -205
      -926
      -297
      -328
      -192
      -926
      -297
      -328
      -205
      107
      458
      496
      496
      496
      496
      846
      886
      886
      886
      886
      681
      723
      723
      723
      723
      762
      762
      762
      762
      762
      617
      617
      514
      514
      617
      1,945
      2,067
      2,067
      2,067
      2,067
      146
      623
      293
      623
      623
      293
      146
      623
      7,550
      7,909
      7,909
      7,909
      7,909
      13
      13
      13
      13
      13
      -11
      -11
      -11
      -11
      -11
      2,193
      2,358
      2,358
      2,358
      2,358
      -1
      -123
      -108
       
       
      -108
       
      -108
       
      -108
      195
      195
      195
      195
      195
      426
      124
      25
      1,494
      1,589
      51
      426
      142
      51
      426
      142
      1,589
      1,589
      51
      426
      142
      51
      426
      142
      1,589
      4,327
      4,664
      4,664
      4,646
      4,664
      -122
      -18
      -122
      -27
      -27
      -122
      -27
      -122
      -27
      -122
      1,343
      1,450
      1,450
      1,450
      1,450
      1,377
      1,473
      1,652
      1,399
      1,720
      1,325
      1,789
      1,251
      1,720
      1,325
      68
      68
      68
      68
      68
      500
      572
      572
      572
      572
      42
      47
      47
      47
      47
      68
      46
      482
      45
      482
      69
      206
      69
      138
      69
      160
      206
      69
      1,312
      210
      1,312
      314
      1,312
      419
      1,312
      419
      1,312
      314
      -1
      59
      -1
      70
      70
      -1
      65
      -1
      -9
      67
      -1
      -359
      -393
      -393
      -393
      -393
      962
      1,049
      1,049
      1,049
      1,049
      294
      240
      240
      240
      240
      1,725
      1,431
      1,381
      1,788
      1,725
      1,431
      1,381
      1,788
      1,725
      1,431
      1,474
      124
      187
      1,474
      1,474
      187
      187
      1,474
      1,474
      187
      274
      289
      289
      289
      289
      6
      12
      12
      12
      12
      104
      104
      104
      104
      104
      53
      64
      64
      64
      64
      -335
      -361
      -361
      -361
      -361
      36
      36
      36
      36
      -79
      -79
      -79
      -79
      -79
      205
      205
      205
      205
      205
      310
      303
      315
      961
      2,099
      2,099
      382
      1,041
      343
      351
      2,139
      358
      1,041
      343
      351
      215
      2,376
      1,041
      343
      351
      2,179
      334
      1,041
      343
      351
      185
      385
      295
      312
      610
      610
      610
      795
      838
      838
      838
      838
      223
      134
      536
      536
      536
      536
      17
      34
      34
      34
      34
      651
      651
      651
      651
      651
      730
      1,569
      1,460
      1,177
      1,569
      1,095
      1,460
      1,177
      1,569
      1,095
      12
      12
      12
      12
      12
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 257,872
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,960
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,960
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,960
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,388
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 2,388
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,572
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (212) 852-3049

Located atright arrowPO BOX 1532PENNINGTONNJ ZIP+4right arrow08534
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BANK OF AMERICA N A TRUSTEE
2 		62,326    
PO BOX 1532
PENNINGTON,NJ08534
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,189,365
b
Average of monthly cash balances.......................
1b
86,310
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,275,675
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,275,675
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
79,135
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,196,540
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
259,827
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
259,827
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,960
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,960
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
254,867
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
254,867
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
254,867
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
337,930
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
337,930
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 7 254,867
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...... 73,247
b From 2020...... 111,847
c From 2021...... 98,647
d From 2022...... 158,072
e From 2023...... 82,027
f Total of lines 3a through e ........ 523,840
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 337,930
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..... 254,867
e Remaining amount distributed out of corpus 83,063
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 5 606,903
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) ... 		73,247
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		533,656
10 Analysis of line 9:
a Excess from 2020.... 111,847
b Excess from 2021.... 98,647
c Excess from 2022.... 158,072
d Excess from 2023.... 82,027
e Excess from 2024.... 83,063
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN DIABETES ASSOCIATION INC

PO BOX 7023
MERRIFIELD,VA221167023 		NONE PC GENERAL OPERATING 56,765

ALZHEIMERS DISEASE AND RELATED DISORDERS

225 N MICHIGAN AVE 17TH FLOOR
CHICAGO,IL606017633 		NONE PC GENERAL OPERATING 60,944

AMERICAN HEART ASSOCIATION INC

PO BOX 22249
ST PETERSBURG,FL337422249 		NONE PC GENERAL OPERATING 60,943

ARTHRITIS FOUNDATION

1355 PEACHTREE STREET
ATLANTA,GA303093234 		NONE PC GENERAL OPERATING 60,942

NAT'L OVARIAN CANCER COALITION

12221 MERIT DR STE 1950
DALLAS,TX752512210 		NONE PC GENERAL OPERATING 60,940
Total .................................right arrow 3a 300,534
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 ....     14 126,819  
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 ............ 		    18 257,872  
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) ..   384,691  
13Total. Add line 12, columns (b), (d), and (e)..................
13
384,691
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsOtherSchedule2
Name:
JEAN STALDER CHARITABLE TRUST
EIN:
30-6508843
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
92204A207 VANGUARD CONSUMER ST AT COST 70,490 79,268
92204A603 VANGUARD INDUSTRIALS AT COST 64,804 124,143
92204A801 VANGUARD MATERIALS E AT COST 41,545 42,640
92204A702 VANGUARD INFORMATION AT COST 319,638 610,608
46434G103 ISHARES CORE MSCI EM AT COST 276,960 247,471
81369Y407 CONSUMER DISCRETIONA AT COST 153,746 251,048
81369Y860 REAL ESTATE SELECT S AT COST 44,974 47,909
46138E511 INVESCO PREFERRED ET AT COST 21,024 17,283
81369Y506 ENERGY SELECT SECTOR AT COST 53,868 54,051
81369Y605 FINANCIAL SELECT SEC AT COST 173,900 321,250
81369Y852 COMM SERVICES SELECT AT COST 138,203 236,797
464288588 ISHARES MBS ETF AT COST 100,049 105,799
81369Y209 HEALTH CARE SELECT S AT COST 210,663 240,197
464287556 ISHARES NASDAQ BIOTE AT COST 42,810 43,762
46432F842 ISHARES CORE MSCI EA AT COST 622,238 699,075
92206C870 VANGUARD INTRMDIATE- AT COST 284,997 286,163
92206C409 VANGUARD SHORT-TERM AT COST 176,610 175,054
33734X192 FIRST TRUST CLOUD CO AT COST 28,866 41,096
922908751 VANGUARD SMALL-CAP E AT COST 433,654 496,659
316092865 FIDELITY MSCI UTILIT AT COST 41,540 42,576
69374H741 PACER BENCHMARK DATA AT COST 7,181 6,656
37954Y673 GLOBAL X FUNDS SHS U AT COST 37,182 52,008
464286533 ISHARES EDGE MSCI MI AT COST 90,866 101,830
808524862 SCHWAB SHORT-TERM U. AT COST 122,419 121,022
92189F676 VANECK VECTORS SEMIC AT COST 109,889 160,074
46429B689 ISHARES EDGE MSCI MI AT COST 85,529 101,469
464287432 ISHARES 20 YEAR TREA AT COST 172,882 150,732
46138E628 INVESCO KBW BANK ETF AT COST 33,119 47,706
464287176 ISHARES TIPS BOND ET AT COST 26,494 26,318
464288760 ISHARES US AEROSPACE      
46435U713 ISHARES TR AT COST 41,272 43,605
92206C706 VANGUARD INTERMEDIAT AT COST 224,921 225,678
46137V100 INVESCO AEROSPACE & AT COST 29,857 31,207
464288752 ISHARES U.S. HOME CO AT COST 48,678 45,905

TY 2024 OtherDecreasesSchedule
Name:
JEAN STALDER CHARITABLE TRUST
EIN:
30-6508843
Description Amount
WASH SALES/ ROC ON CY SALES ADJ 2,320


TY 2024 OtherIncreasesSchedule
Name:
JEAN STALDER CHARITABLE TRUST
EIN:
30-6508843
Description Amount
MUTUAL FUND TIMING ADJ 13
TEMPORARY ADVANCE ADJUSTMENT 2,170
COST BASIS ADJUSTMENT 29


TY 2024 TaxesSchedule
Name:
JEAN STALDER CHARITABLE TRUST
EIN:
30-6508843
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,965 1,965   0
FEDERAL TAX PAYMENT - PRIOR YE 783 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,388 0   0
FOREIGN TAXES ON NONQUALIFIED 955 955   0