Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
PENNINGTON
State or province
NJ
Country  
ZIP or foreign postal code
085340691
A Employer identification number

30-6508843
B Telephone number (see instructions)

8888663275
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$5,868,371J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 140,402 140,402  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 261,974
b Gross sales price for all assets on line 6a 1,129,100
7 Capital gain net income (from Part IV, line 2)... 261,974
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........ 402,376 402,376  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 65,900 39,540   26,360
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
11,323 3,791   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.......... 77,223 43,331 0 26,360
25 Contributions, gifts, grants paid....... 318,082 318,082
26 Total expenses and disbursements. Add lines 24 and 25 ................ 395,305 43,331 0 344,442
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,071
b Net investment income (if negative, enter -0-) 359,045
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. -14,469 -47,269 -79,335
2 Savings and temporary cash investments......... 79,600 69,666 69,666
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
4,353,205 		5,849,925
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,330,868 Click to see attachment
List of Attached Documents:
// Content
28,115 		28,115
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,395,999 4,403,717 5,868,371
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,395,999 4,403,717
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)..... 4,395,999 4,403,717
30 Total liabilities and net assets/fund balances (see instructions). 4,395,999 4,403,717
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
4,395,999
2
Enter amount from Part I, line 27a .....................
2
7,071
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,030
4
Add lines 1, 2, and 3 ..........................
4
4,404,100
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
383
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,403,717
Form 990-PF (2025)
Form 990-PF (2025)
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 16. VANGUARD INFORMATION TECH ETF   2020-03-12 2025-01-07
b 16. VANGUARD INFORMATION TECH ETF   2020-03-12 2025-01-07
c 16. VANGUARD INFORMATION TECH ETF   2020-03-12 2025-01-07
d 16. VANGUARD INFORMATION TECH ETF   2020-03-12 2025-01-07
e 15. VANGUARD INFORMATION TECH ETF   2020-03-12 2025-01-07
9. FIDELITY MSCI UTILITIES INDEX   2022-07-12 2025-01-15
9. FIDELITY MSCI UTILITIES INDEX   2022-07-12 2025-01-15
9. FIDELITY MSCI UTILITIES INDEX   2022-07-12 2025-01-15
9. FIDELITY MSCI UTILITIES INDEX   2022-07-12 2025-01-15
9. FIDELITY MSCI UTILITIES INDEX   2022-07-12 2025-01-15
12. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2025-01-15
12. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2025-01-15
12. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2025-01-15
11. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2025-01-15
12. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2025-01-15
17. GLOBAL X FUNDS SHS US INFRASTRUCTURE DEVFUND   2021-07-12 2025-01-15
19. GLOBAL X FUNDS SHS US INFRASTRUCTURE DEVFUND   2021-07-12 2025-01-15
19. GLOBAL X FUNDS SHS US INFRASTRUCTURE DEVFUND   2021-07-12 2025-01-15
19. GLOBAL X FUNDS SHS US INFRASTRUCTURE DEVFUND   2021-07-12 2025-01-15
19. GLOBAL X FUNDS SHS US INFRASTRUCTURE DEVFUND   2021-07-12 2025-01-15
9. ISHARES NASDAQ BIOTECHNOLOGY ETF   2020-04-14 2025-01-15
8. ISHARES NASDAQ BIOTECHNOLOGY ETF   2020-04-14 2025-01-15
2. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2025-01-15
1. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2025-01-15
8. ISHARES NASDAQ BIOTECHNOLOGY ETF   2020-04-14 2025-01-15
8. ISHARES NASDAQ BIOTECHNOLOGY ETF   2020-04-14 2025-01-15
2. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2025-01-15
2. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2025-01-15
8. ISHARES NASDAQ BIOTECHNOLOGY ETF   2020-04-14 2025-01-15
2. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2025-01-15
15. ISHARES TR U S INFRASTRUCTURE ETF   2023-07-20 2025-01-15
16. ISHARES TR U S INFRASTRUCTURE ETF   2023-07-20 2025-01-15
16. ISHARES TR U S INFRASTRUCTURE ETF   2023-07-20 2025-01-15
16. ISHARES TR U S INFRASTRUCTURE ETF   2023-07-20 2025-01-15
16. ISHARES TR U S INFRASTRUCTURE ETF   2023-07-20 2025-01-15
21. SCHWAB SHORT-TERM U.S. TREASURY ETF   2023-01-18 2025-01-15
21. SCHWAB SHORT-TERM U.S. TREASURY ETF   2023-01-18 2025-01-15
21. SCHWAB SHORT-TERM U.S. TREASURY ETF   2023-01-18 2025-01-15
21. SCHWAB SHORT-TERM U.S. TREASURY ETF   2023-01-18 2025-01-15
20. SCHWAB SHORT-TERM U.S. TREASURY ETF   2023-01-18 2025-01-15
49. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2020-05-12 2025-01-15
52. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2020-05-12 2025-01-15
52. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2020-05-12 2025-01-15
52. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2020-05-12 2025-01-15
52. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2020-05-12 2025-01-15
9. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT   2019-03-20 2025-01-15
9. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT   2019-03-20 2025-01-15
9. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT   2019-03-20 2025-01-15
9. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT   2019-03-20 2025-01-15
8. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT   2019-03-20 2025-01-15
3. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-09-27 2025-01-15
11. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-07-12 2025-01-15
1. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-09-27 2025-01-15
10. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-07-12 2025-01-15
9. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-07-12 2025-01-15
2. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-09-27 2025-01-15
10. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-07-12 2025-01-15
8. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-07-12 2025-01-15
68. SELECT SECTOR SPDR TR FINANCIAL SHS BEN INT   2018-06-21 2025-01-15
12. SELECT SECTOR SPDR TR FINANCIAL SHS BEN INT   2018-03-28 2025-01-15
68. SELECT SECTOR SPDR TR FINANCIAL SHS BEN INT   2018-06-21 2025-01-15
12. SELECT SECTOR SPDR TR FINANCIAL SHS BEN INT   2018-03-28 2025-01-15
80. SELECT SECTOR SPDR TR FINANCIAL SHS BEN INT   2018-06-21 2025-01-15
13. SELECT SECTOR SPDR TR FINANCIAL SHS BEN INT   2018-03-28 2025-01-15
67. SELECT SECTOR SPDR TR FINANCIAL SHS BEN INT   2018-06-21 2025-01-15
74. SELECT SECTOR SPDR TR FINANCIAL SHS BEN INT   2018-06-21 2025-01-15
2. STE STRT COMTN SR SLCT SCTR SPDR ETF   2020-04-14 2025-01-15
10. STE STRT COMTN SR SLCT SCTR SPDR ETF   2020-05-12 2025-01-15
2. STE STRT COMTN SR SLCT SCTR SPDR ETF   2020-04-14 2025-01-15
2. STE STRT COMTN SR SLCT SCTR SPDR ETF   2020-04-14 2025-01-15
11. STE STRT COMTN SR SLCT SCTR SPDR ETF   2020-05-12 2025-01-15
2. STE STRT COMTN SR SLCT SCTR SPDR ETF   2020-04-14 2025-01-15
11. STE STRT COMTN SR SLCT SCTR SPDR ETF   2020-05-12 2025-01-15
13. STE STRT COMTN SR SLCT SCTR SPDR ETF   2020-05-12 2025-01-15
11. STE STRT COMTN SR SLCT SCTR SPDR ETF   2020-05-12 2025-01-15
15. ST STRT REAL ESTATE SLCT SCTR SPDR ETF   2022-05-11 2025-01-15
15. ST STRT REAL ESTATE SLCT SCTR SPDR ETF   2022-05-11 2025-01-15
15. ST STRT REAL ESTATE SLCT SCTR SPDR ETF   2022-05-11 2025-01-15
13. ST STRT REAL ESTATE SLCT SCTR SPDR ETF   2022-05-11 2025-01-15
15. ST STRT REAL ESTATE SLCT SCTR SPDR ETF   2022-05-11 2025-01-15
2. VANECK SEMICONDUCTOR ETF   2022-04-12 2025-01-15
2. VANECK SEMICONDUCTOR ETF   2022-04-12 2025-01-15
2. VANECK SEMICONDUCTOR ETF   2022-04-12 2025-01-15
2. VANECK SEMICONDUCTOR ETF   2022-04-12 2025-01-15
2. VANECK SEMICONDUCTOR ETF   2022-04-12 2025-01-15
22. VANGUARD INDUSTRIAL ETF   2020-03-20 2025-01-15
20. VANGUARD INDUSTRIAL ETF   2020-03-20 2025-01-15
22. VANGUARD INDUSTRIAL ETF   2020-03-20 2025-01-15
22. VANGUARD INDUSTRIAL ETF   2020-03-20 2025-01-15
22. VANGUARD INDUSTRIAL ETF   2020-03-20 2025-01-15
8. VANGUARD SHORT-TERM CORPORATE BOND   2022-02-09 2025-01-15
8. VANGUARD SHORT-TERM CORPORATE BOND   2022-02-09 2025-01-15
7. VANGUARD SHORT-TERM CORPORATE BOND   2022-02-09 2025-01-15
8. VANGUARD SHORT-TERM CORPORATE BOND   2022-02-09 2025-01-15
8. VANGUARD SHORT-TERM CORPORATE BOND   2022-02-09 2025-01-15
21. VANGUARD SMALL CAP   2021-01-12 2025-01-15
22. VANGUARD SMALL CAP   2021-01-12 2025-01-15
22. VANGUARD SMALL CAP   2021-01-12 2025-01-15
22. VANGUARD SMALL CAP   2021-01-12 2025-01-15
22. VANGUARD SMALL CAP   2021-01-12 2025-01-15
5. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF   2022-09-27 2025-03-13
5. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF   2022-09-27 2025-03-13
5. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF   2022-09-27 2025-03-13
5. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF   2022-09-27 2025-03-13
5. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF   2022-09-27 2025-03-13
1. ISHARES TIPS BOND ETF   2023-07-20 2025-03-13
1. ISHARES TIPS BOND ETF   2023-07-20 2025-03-13
1. ISHARES TIPS BOND ETF   2023-07-20 2025-03-13
2. ISHARES TIPS BOND ETF   2023-07-20 2025-03-13
1. ISHARES TIPS BOND ETF   2023-07-20 2025-03-13
80. ISHARES 20+ YEAR TREASURY BOND ETF   2022-10-11 2025-03-13
80. ISHARES 20+ YEAR TREASURY BOND ETF   2022-10-11 2025-03-13
80. ISHARES 20+ YEAR TREASURY BOND ETF   2022-10-11 2025-03-13
80. ISHARES 20+ YEAR TREASURY BOND ETF   2022-10-11 2025-03-13
75. ISHARES 20+ YEAR TREASURY BOND ETF   2022-10-11 2025-03-13
6. ISHARES MBS ETF   2023-07-20 2025-03-13
218. ISHARES MBS ETF   2023-10-18 2025-03-13
218. ISHARES MBS ETF   2023-10-18 2025-03-13
218. ISHARES MBS ETF   2023-10-18 2025-03-13
2. ISHARES MBS ETF   2025-01-15 2025-03-13
9. ISHARES MBS ETF   2024-10-10 2025-03-13
3. ISHARES MBS ETF   2025-01-15 2025-03-13
3. ISHARES MBS ETF   2025-01-15 2025-03-13
203. ISHARES MBS ETF   2023-10-18 2025-03-13
6. ISHARES MBS ETF   2023-07-20 2025-03-13
6. ISHARES MBS ETF   2023-07-20 2025-03-13
10. ISHARES MBS ETF   2024-10-10 2025-03-13
10. ISHARES MBS ETF   2024-10-10 2025-03-13
10. ISHARES MBS ETF   2024-10-10 2025-03-13
6. ISHARES MBS ETF   2023-07-20 2025-03-13
3. ISHARES MBS ETF   2025-01-15 2025-03-13
6. ISHARES MBS ETF   2023-07-20 2025-03-13
218. ISHARES MBS ETF   2023-10-18 2025-03-13
10. ISHARES MBS ETF   2024-10-10 2025-03-13
3. ISHARES MBS ETF   2025-01-15 2025-03-13
236. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2025-03-13
14. ISHARES EDGE MSCI MIN VOL EAFE ETF   2025-01-15 2025-03-13
15. ISHARES EDGE MSCI MIN VOL EAFE ETF   2025-01-15 2025-03-13
9. ISHARES EDGE MSCI MIN VOL EAFE ETF   2024-10-10 2025-03-13
236. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2025-03-13
8. ISHARES EDGE MSCI MIN VOL EAFE ETF   2024-10-10 2025-03-13
15. ISHARES EDGE MSCI MIN VOL EAFE ETF   2025-01-15 2025-03-13
15. ISHARES EDGE MSCI MIN VOL EAFE ETF   2025-01-15 2025-03-13
21. ISHARES EDGE MSCI MIN VOL EAFE ETF   2024-02-14 2025-03-13
236. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2025-03-13
9. ISHARES EDGE MSCI MIN VOL EAFE ETF   2024-10-10 2025-03-13
237. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2025-03-13
23. ISHARES EDGE MSCI MIN VOL EAFE ETF   2023-07-20 2025-03-13
23. ISHARES EDGE MSCI MIN VOL EAFE ETF   2024-02-14 2025-03-13
221. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2025-03-13
23. ISHARES EDGE MSCI MIN VOL EAFE ETF   2024-02-14 2025-03-13
23. ISHARES EDGE MSCI MIN VOL EAFE ETF   2023-07-20 2025-03-13
9. ISHARES EDGE MSCI MIN VOL EAFE ETF   2024-10-10 2025-03-13
23. ISHARES EDGE MSCI MIN VOL EAFE ETF   2023-07-20 2025-03-13
22. ISHARES EDGE MSCI MIN VOL EAFE ETF   2024-02-14 2025-03-13
15. ISHARES EDGE MSCI MIN VOL EAFE ETF   2025-01-15 2025-03-13
21. ISHARES EDGE MSCI MIN VOL EAFE ETF   2023-07-20 2025-03-13
23. ISHARES EDGE MSCI MIN VOL EAFE ETF   2023-07-20 2025-03-13
9. ISHARES EDGE MSCI MIN VOL EAFE ETF   2024-10-10 2025-03-13
23. ISHARES EDGE MSCI MIN VOL EAFE ETF   2024-02-14 2025-03-13
57. ISHARES INC CORE MSCI EMERGING MKTS ETF   2021-01-12 2025-03-13
62. ISHARES INC CORE MSCI EMERGING MKTS ETF   2021-01-12 2025-03-13
62. ISHARES INC CORE MSCI EMERGING MKTS ETF   2021-01-12 2025-03-13
62. ISHARES INC CORE MSCI EMERGING MKTS ETF   2021-01-12 2025-03-13
62. ISHARES INC CORE MSCI EMERGING MKTS ETF   2021-01-12 2025-03-13
560. SCHWAB SHORT-TERM U.S. TREASURY ETF   2023-01-18 2025-03-13
560. SCHWAB SHORT-TERM U.S. TREASURY ETF   2023-01-18 2025-03-13
560. SCHWAB SHORT-TERM U.S. TREASURY ETF   2023-01-18 2025-03-13
560. SCHWAB SHORT-TERM U.S. TREASURY ETF   2023-01-18 2025-03-13
521. SCHWAB SHORT-TERM U.S. TREASURY ETF   2023-01-18 2025-03-13
259. VANGUARD INTERM-TERM GOVT BD   2023-07-20 2025-03-13
259. VANGUARD INTERM-TERM GOVT BD   2023-07-20 2025-03-13
172. VANGUARD INTERM-TERM GOVT BD   2023-10-18 2025-03-13
259. VANGUARD INTERM-TERM GOVT BD   2023-07-20 2025-03-13
159. VANGUARD INTERM-TERM GOVT BD   2023-10-18 2025-03-13
241. VANGUARD INTERM-TERM GOVT BD   2023-07-20 2025-03-13
172. VANGUARD INTERM-TERM GOVT BD   2023-10-18 2025-03-13
259. VANGUARD INTERM-TERM GOVT BD   2023-07-20 2025-03-13
172. VANGUARD INTERM-TERM GOVT BD   2023-10-18 2025-03-13
172. VANGUARD INTERM-TERM GOVT BD   2023-10-18 2025-03-13
12. VANGUARD SMALL CAP   2021-01-12 2025-03-13
13. VANGUARD SMALL CAP   2021-01-12 2025-03-13
13. VANGUARD SMALL CAP   2021-01-12 2025-03-13
13. VANGUARD SMALL CAP   2021-01-12 2025-03-13
13. VANGUARD SMALL CAP   2021-01-12 2025-03-13
4. INVESCO AEROSPACE AND DEFENSE ETF   2024-09-10 2025-03-26
4. INVESCO AEROSPACE AND DEFENSE ETF   2024-09-10 2025-03-26
4. INVESCO AEROSPACE AND DEFENSE ETF   2024-09-10 2025-03-26
4. INVESCO AEROSPACE AND DEFENSE ETF   2024-09-10 2025-03-26
4. INVESCO AEROSPACE AND DEFENSE ETF   2024-09-10 2025-03-26
13. INVESCO KBW BANK ETF   2023-04-11 2025-03-26
14. INVESCO KBW BANK ETF   2023-04-11 2025-03-26
14. INVESCO KBW BANK ETF   2023-04-11 2025-03-26
14. INVESCO KBW BANK ETF   2023-04-11 2025-03-26
14. INVESCO KBW BANK ETF   2023-04-11 2025-03-26
12. ISHARES TR CORE MSCI EAF ETF   2018-03-06 2025-03-26
12. ISHARES TR CORE MSCI EAF ETF   2018-03-06 2025-03-26
12. ISHARES TR CORE MSCI EAF ETF   2018-03-06 2025-03-26
11. ISHARES TR CORE MSCI EAF ETF   2018-03-06 2025-03-26
12. ISHARES TR CORE MSCI EAF ETF   2018-03-06 2025-03-26
11. ISHARES INC CORE MSCI EMERGING MKTS ETF   2021-01-12 2025-03-26
10. ISHARES INC CORE MSCI EMERGING MKTS ETF   2021-01-12 2025-03-26
11. ISHARES INC CORE MSCI EMERGING MKTS ETF   2021-01-12 2025-03-26
10. ISHARES INC CORE MSCI EMERGING MKTS ETF   2021-01-12 2025-03-26
11. ISHARES INC CORE MSCI EMERGING MKTS ETF   2021-01-12 2025-03-26
2. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT   2019-03-20 2025-03-26
5. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT   2019-04-23 2025-03-26
2. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT   2019-04-23 2025-03-26
4. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT   2019-03-20 2025-03-26
3. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT   2019-04-23 2025-03-26
4. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT   2019-04-23 2025-03-26
3. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT   2019-04-23 2025-03-26
3. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT   2019-03-20 2025-03-26
3. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT   2019-03-20 2025-03-26
9. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-09-27 2025-03-26
9. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-09-27 2025-03-26
8. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-09-27 2025-03-26
9. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-09-27 2025-03-26
4. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-07-12 2025-03-26
5. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-09-27 2025-03-26
67. SELECT SECTOR SPDR TR FINANCIAL SHS BEN INT   2018-06-21 2025-03-26
67. SELECT SECTOR SPDR TR FINANCIAL SHS BEN INT   2018-06-21 2025-03-26
62. SELECT SECTOR SPDR TR FINANCIAL SHS BEN INT   2018-06-21 2025-03-26
67. SELECT SECTOR SPDR TR FINANCIAL SHS BEN INT   2018-06-21 2025-03-26
67. SELECT SECTOR SPDR TR FINANCIAL SHS BEN INT   2018-06-21 2025-03-26
12. STE STRT COMTN SR SLCT SCTR SPDR ETF   2020-05-12 2025-03-26
12. STE STRT COMTN SR SLCT SCTR SPDR ETF   2020-05-12 2025-03-26
11. STE STRT COMTN SR SLCT SCTR SPDR ETF   2020-05-12 2025-03-26
12. STE STRT COMTN SR SLCT SCTR SPDR ETF   2020-05-12 2025-03-26
12. STE STRT COMTN SR SLCT SCTR SPDR ETF   2020-05-12 2025-03-26
2. VANGUARD INDUSTRIAL ETF   2020-03-20 2025-03-26
2. VANGUARD INDUSTRIAL ETF   2020-03-20 2025-03-26
2. VANGUARD INDUSTRIAL ETF   2020-03-20 2025-03-26
2. VANGUARD INDUSTRIAL ETF   2020-03-20 2025-03-26
2. VANGUARD INDUSTRIAL ETF   2020-03-20 2025-03-26
3. VANGUARD INFORMATION TECH ETF   2020-04-14 2025-03-26
1. VANGUARD INFORMATION TECH ETF   2020-03-12 2025-03-26
3. VANGUARD INFORMATION TECH ETF   2020-04-14 2025-03-26
2. VANGUARD INFORMATION TECH ETF   2020-04-14 2025-03-26
2. VANGUARD INFORMATION TECH ETF   2020-04-14 2025-03-26
2. VANGUARD INFORMATION TECH ETF   2020-04-14 2025-03-26
1. VANGUARD INFORMATION TECH ETF   2020-03-12 2025-03-26
7. VANGUARD INTERMEDIATE FDS VANGUARD INTERME   2022-07-12 2025-03-26
7. VANGUARD INTERMEDIATE FDS VANGUARD INTERME   2022-07-12 2025-03-26
7. VANGUARD INTERMEDIATE FDS VANGUARD INTERME   2022-07-12 2025-03-26
6. VANGUARD INTERMEDIATE FDS VANGUARD INTERME   2022-07-12 2025-03-26
7. VANGUARD INTERMEDIATE FDS VANGUARD INTERME   2022-07-12 2025-03-26
11. VANGUARD SMALL CAP   2021-01-12 2025-03-26
11. VANGUARD SMALL CAP   2021-01-12 2025-03-26
11. VANGUARD SMALL CAP   2021-01-12 2025-03-26
11. VANGUARD SMALL CAP   2021-01-12 2025-03-26
11. VANGUARD SMALL CAP   2021-01-12 2025-03-26
13. VANECK SEMICONDUCTOR ETF   2022-04-12 2025-06-24
4. VANECK SEMICONDUCTOR ETF   2022-07-12 2025-06-24
7. VANECK SEMICONDUCTOR ETF   2022-04-12 2025-06-24
8. VANECK SEMICONDUCTOR ETF   2022-07-12 2025-06-24
6. VANECK SEMICONDUCTOR ETF   2022-04-12 2025-06-24
1. VANECK SEMICONDUCTOR ETF   2022-09-27 2025-06-24
8. VANECK SEMICONDUCTOR ETF   2022-07-12 2025-06-24
1. VANECK SEMICONDUCTOR ETF   2022-09-27 2025-06-24
8. VANECK SEMICONDUCTOR ETF   2022-07-12 2025-06-24
7. VANECK SEMICONDUCTOR ETF   2022-04-12 2025-06-24
8. VANECK SEMICONDUCTOR ETF   2022-07-12 2025-06-24
6. VANECK SEMICONDUCTOR ETF   2022-04-12 2025-06-24
8. VANGUARD INFORMATION TECH ETF   2020-04-14 2025-06-24
11. VANGUARD INFORMATION TECH ETF   2020-05-12 2025-06-24
7. VANGUARD INFORMATION TECH ETF   2020-04-14 2025-06-24
12. VANGUARD INFORMATION TECH ETF   2020-05-12 2025-06-24
8. VANGUARD INFORMATION TECH ETF   2020-04-14 2025-06-24
11. VANGUARD INFORMATION TECH ETF   2020-05-12 2025-06-24
12. VANGUARD INFORMATION TECH ETF   2020-05-12 2025-06-24
7. VANGUARD INFORMATION TECH ETF   2020-04-14 2025-06-24
8. VANGUARD INFORMATION TECH ETF   2020-04-14 2025-06-24
11. VANGUARD INFORMATION TECH ETF   2020-05-12 2025-06-24
3. FIDELITY MSCI UTILITIES INDEX   2022-07-12 2025-08-12
3. FIDELITY MSCI UTILITIES INDEX   2022-07-12 2025-08-12
3. FIDELITY MSCI UTILITIES INDEX   2022-07-12 2025-08-12
3. FIDELITY MSCI UTILITIES INDEX   2022-07-12 2025-08-12
3. FIDELITY MSCI UTILITIES INDEX   2022-07-12 2025-08-12
25. FIRST TRUST CLOUD COMPUTING ETF   2022-09-27 2025-08-12
29. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2025-08-12
25. FIRST TRUST CLOUD COMPUTING ETF   2022-09-27 2025-08-12
25. FIRST TRUST CLOUD COMPUTING ETF   2022-09-27 2025-08-12
2. FIRST TRUST CLOUD COMPUTING ETF   2024-02-14 2025-08-12
5. FIRST TRUST CLOUD COMPUTING ETF   2025-03-13 2025-08-12
2. FIRST TRUST CLOUD COMPUTING ETF   2024-02-14 2025-08-12
23. FIRST TRUST CLOUD COMPUTING ETF   2022-09-27 2025-08-12
2. FIRST TRUST CLOUD COMPUTING ETF   2024-02-14 2025-08-12
2. FIRST TRUST CLOUD COMPUTING ETF   2024-02-14 2025-08-12
31. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2025-08-12
5. FIRST TRUST CLOUD COMPUTING ETF   2025-03-13 2025-08-12
5. FIRST TRUST CLOUD COMPUTING ETF   2025-03-13 2025-08-12
5. FIRST TRUST CLOUD COMPUTING ETF   2025-03-13 2025-08-12
2. FIRST TRUST CLOUD COMPUTING ETF   2024-02-14 2025-08-12
5. FIRST TRUST CLOUD COMPUTING ETF   2025-03-13 2025-08-12
31. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2025-08-12
31. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2025-08-12
31. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2025-08-12
25. FIRST TRUST CLOUD COMPUTING ETF   2022-09-27 2025-08-12
8. INVESCO KBW BANK ETF   2023-04-11 2025-08-12
8. INVESCO KBW BANK ETF   2023-04-11 2025-08-12
8. INVESCO KBW BANK ETF   2023-04-11 2025-08-12
8. INVESCO KBW BANK ETF   2023-04-11 2025-08-12
8. INVESCO KBW BANK ETF   2023-04-11 2025-08-12
4. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF   2022-09-27 2025-08-12
4. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF   2022-09-27 2025-08-12
4. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF   2022-09-27 2025-08-12
4. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF   2022-09-27 2025-08-12
4. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF   2022-09-27 2025-08-12
4. ISHARES NASDAQ BIOTECHNOLOGY ETF   2020-04-14 2025-08-12
4. ISHARES NASDAQ BIOTECHNOLOGY ETF   2020-04-14 2025-08-12
4. ISHARES NASDAQ BIOTECHNOLOGY ETF   2020-04-14 2025-08-12
4. ISHARES NASDAQ BIOTECHNOLOGY ETF   2020-04-14 2025-08-12
4. ISHARES NASDAQ BIOTECHNOLOGY ETF   2020-04-14 2025-08-12
30. ISHARES U.S. HOME CONSTRUCTION ETF   2024-02-14 2025-08-12
30. ISHARES U.S. HOME CONSTRUCTION ETF   2024-02-14 2025-08-12
30. ISHARES U.S. HOME CONSTRUCTION ETF   2024-02-14 2025-08-12
30. ISHARES U.S. HOME CONSTRUCTION ETF   2024-02-14 2025-08-12
28. ISHARES U.S. HOME CONSTRUCTION ETF   2024-02-14 2025-08-12
51. ISHARES TR CORE MSCI EAF ETF   2018-03-06 2025-08-12
48. ISHARES TR CORE MSCI EAF ETF   2018-03-06 2025-08-12
50. ISHARES TR CORE MSCI EAF ETF   2018-03-06 2025-08-12
50. ISHARES TR CORE MSCI EAF ETF   2018-03-06 2025-08-12
50. ISHARES TR CORE MSCI EAF ETF   2018-03-06 2025-08-12
37. ISHARES INC CORE MSCI EMERGING MKTS ETF   2021-01-12 2025-08-12
39. ISHARES INC CORE MSCI EMERGING MKTS ETF   2021-01-12 2025-08-12
39. ISHARES INC CORE MSCI EMERGING MKTS ETF   2021-01-12 2025-08-12
39. ISHARES INC CORE MSCI EMERGING MKTS ETF   2021-01-12 2025-08-12
40. ISHARES INC CORE MSCI EMERGING MKTS ETF   2021-01-12 2025-08-12
7. ISHARES TR U S INFRASTRUCTURE ETF   2023-07-20 2025-08-12
7. ISHARES TR U S INFRASTRUCTURE ETF   2023-07-20 2025-08-12
7. ISHARES TR U S INFRASTRUCTURE ETF   2023-07-20 2025-08-12
7. ISHARES TR U S INFRASTRUCTURE ETF   2023-07-20 2025-08-12
6. ISHARES TR U S INFRASTRUCTURE ETF   2023-07-20 2025-08-12
72. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2020-05-12 2025-08-12
4. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2021-03-09 2025-08-12
7. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2021-10-20 2025-08-12
9. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2022-04-12 2025-08-12
10. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2022-04-12 2025-08-12
77. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2020-05-12 2025-08-12
4. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2021-03-09 2025-08-12
8. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2021-10-20 2025-08-12
9. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2022-04-12 2025-08-12
77. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2020-05-12 2025-08-12
77. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2020-05-12 2025-08-12
77. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2020-05-12 2025-08-12
4. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2021-03-09 2025-08-12
8. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2021-10-20 2025-08-12
4. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2021-03-09 2025-08-12
4. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2021-03-09 2025-08-12
8. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2021-10-20 2025-08-12
8. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2021-10-20 2025-08-12
8. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2022-04-12 2025-08-12
9. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2022-04-12 2025-08-12
2. SELECT SECTOR SPDR TR HEALTHCARE SHS BEN INT   2022-04-12 2025-08-12
19. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2023-01-18 2025-08-12
11. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-09-27 2025-08-12
6. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2023-01-25 2025-08-12
10. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-09-27 2025-08-12
19. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2023-01-18 2025-08-12
4. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2023-01-25 2025-08-12
18. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2023-01-18 2025-08-12
19. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2023-01-18 2025-08-12
24. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2023-10-19 2025-08-12
15. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-09-27 2025-08-12
5. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2023-01-25 2025-08-12
4. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2023-01-25 2025-08-12
24. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2023-10-19 2025-08-12
19. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2023-01-18 2025-08-12
24. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2023-10-19 2025-08-12
24. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2023-10-19 2025-08-12
11. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-09-27 2025-08-12
22. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2023-10-19 2025-08-12
9. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-09-27 2025-08-12
12. ST STRT REAL ESTATE SLCT SCTR SPDR ETF   2022-05-11 2025-08-12
13. ST STRT REAL ESTATE SLCT SCTR SPDR ETF   2022-05-11 2025-08-12
13. ST STRT REAL ESTATE SLCT SCTR SPDR ETF   2022-05-11 2025-08-12
13. ST STRT REAL ESTATE SLCT SCTR SPDR ETF   2022-05-11 2025-08-12
13. ST STRT REAL ESTATE SLCT SCTR SPDR ETF   2022-05-11 2025-08-12
17. VANGUARD CONSUMER STAPLES ETF   2022-07-12 2025-08-12
15. VANGUARD CONSUMER STAPLES ETF   2022-07-12 2025-08-12
7. VANGUARD CONSUMER STAPLES ETF   2022-05-11 2025-08-12
10. VANGUARD CONSUMER STAPLES ETF   2022-07-12 2025-08-12
1. VANGUARD CONSUMER STAPLES ETF   2022-05-11 2025-08-12
8. VANGUARD CONSUMER STAPLES ETF   2022-05-11 2025-08-12
10. VANGUARD CONSUMER STAPLES ETF   2022-07-12 2025-08-12
17. VANGUARD CONSUMER STAPLES ETF   2022-07-12 2025-08-12
1. VANGUARD CONSUMER STAPLES ETF   2022-05-11 2025-08-12
3. VANGUARD CONSUMER STAPLES ETF   2022-05-11 2025-08-12
16. ISHARES INC CORE MSCI EMERGING MKTS ETF   2021-01-12 2025-10-03
20. ISHARES INC CORE MSCI EMERGING MKTS ETF   2021-01-12 2025-10-03
22. ISHARES INC CORE MSCI EMERGING MKTS ETF   2021-01-12 2025-10-03
21. ISHARES INC CORE MSCI EMERGING MKTS ETF   2021-01-12 2025-10-03
20. ISHARES INC CORE MSCI EMERGING MKTS ETF   2021-01-12 2025-10-03
8. VANECK SEMICONDUCTOR ETF   2022-09-27 2025-10-03
4. VANECK SEMICONDUCTOR ETF   2022-07-12 2025-10-03
8. VANECK SEMICONDUCTOR ETF   2022-09-27 2025-10-03
4. VANECK SEMICONDUCTOR ETF   2022-10-11 2025-10-03
10. VANECK SEMICONDUCTOR ETF   2022-09-27 2025-10-03
1. VANECK SEMICONDUCTOR ETF   2023-07-20 2025-10-03
6. VANECK SEMICONDUCTOR ETF   2022-10-11 2025-10-03
6. VANECK SEMICONDUCTOR ETF   2022-10-11 2025-10-03
6. VANECK SEMICONDUCTOR ETF   2022-10-11 2025-10-03
7. VANECK SEMICONDUCTOR ETF   2022-09-27 2025-10-03
1. VANECK SEMICONDUCTOR ETF   2023-07-20 2025-10-03
7. VANECK SEMICONDUCTOR ETF   2022-09-27 2025-10-03
7. VANGUARD INFORMATION TECH ETF   2020-05-12 2025-10-03
7. VANGUARD INFORMATION TECH ETF   2020-05-12 2025-10-03
7. VANGUARD INFORMATION TECH ETF   2020-05-12 2025-10-03
7. VANGUARD INFORMATION TECH ETF   2020-05-12 2025-10-03
7. VANGUARD INFORMATION TECH ETF   2020-05-12 2025-10-03
11. VANGUARD SMALL CAP   2021-01-12 2025-10-03
12. VANGUARD SMALL CAP   2021-01-12 2025-10-03
12. VANGUARD SMALL CAP   2021-01-12 2025-10-03
12. VANGUARD SMALL CAP   2021-01-12 2025-10-03
12. VANGUARD SMALL CAP   2021-01-12 2025-10-03
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 10,278   3,295 6,983
b 10,278   3,295 6,983
c 10,278   3,295 6,983
d 10,278   3,295 6,983
e 9,636   3,089 6,547
446   408 38
446   408 38
446   408 38
446   408 38
446   408 38
1,451   1,153 298
1,451   1,153 298
1,451   1,153 298
1,330   1,057 273
1,451   1,153 298
715   441 274
799   493 306
799   493 306
799   493 306
799   493 306
1,200   1,070 130
1,067   951 116
267   211 56
133   106 27
1,067   951 116
1,067   951 116
267   211 56
267   211 56
1,067   951 116
267   211 56
711   602 109
758   643 115
758   643 115
758   643 115
758   643 115
507   511 -4
507   511 -4
507   511 -4
507   511 -4
483   487 -4
6,881   4,987 1,894
7,303   5,292 2,011
7,303   5,292 2,011
7,303   5,292 2,011
7,303   5,292 2,011
2,034   1,009 1,025
2,034   1,009 1,025
2,034   1,009 1,025
2,034   1,009 1,025
1,808   897 911
277   212 65
1,014   757 257
92   71 21
922   688 234
830   619 211
184   141 43
922   688 234
737   550 187
3,354   1,857 1,497
592   326 266
3,354   1,857 1,497
592   326 266
3,946   2,185 1,761
641   353 288
3,305   1,830 1,475
3,650   2,021 1,629
194   97 97
968   521 447
194   97 97
194   97 97
1,065   574 491
194   97 97
1,065   574 491
1,259   678 581
1,065   574 491
605   631 -26
605   631 -26
605   631 -26
525   547 -22
605   631 -26
500   242 258
500   242 258
500   242 258
500   242 258
500   242 258
5,776   2,148 3,628
5,251   1,953 3,298
5,776   2,148 3,628
5,776   2,148 3,628
5,776   2,148 3,628
624   639 -15
624   639 -15
546   559 -13
624   639 -15
624   639 -15
5,165   4,329 836
5,411   4,535 876
5,411   4,535 876
5,411   4,535 876
5,411   4,535 876
289   256 33
289   256 33
289   256 33
289   256 33
289   256 33
110   107 3
110   107 3
110   107 3
219   214 5
110   107 3
7,220   8,049 -829
7,220   8,049 -829
7,220   8,049 -829
7,220   8,049 -829
6,769   7,546 -777
559   557 2
20,306   18,787 1,519
20,306   18,787 1,519
20,306   18,787 1,519
186   183 3
838   848 -10
279   274 5
279   274 5
18,909   17,495 1,414
559   557 2
559   557 2
931   943 -12
931   943 -12
931   943 -12
559   557 2
279   274 5
559   557 2
20,306   18,787 1,519
931   943 -12
279   274 5
18,268   13,529 4,739
1,084   986 98
1,161   1,056 105
697   679 18
18,268   13,529 4,739
619   604 15
1,161   1,056 105
1,161   1,056 105
1,626   1,427 199
18,268   13,529 4,739
697   679 18
18,346   13,586 4,760
1,780   1,579 201
1,780   1,563 217
17,107   12,669 4,438
1,780   1,563 217
1,780   1,579 201
697   679 18
1,780   1,579 201
1,703   1,495 208
1,161   1,056 105
1,626   1,441 185
1,780   1,579 201
697   679 18
1,780   1,563 217
3,080   3,719 -639
3,350   4,046 -696
3,350   4,046 -696
3,350   4,046 -696
3,350   4,046 -696
13,591   13,627 -36
13,591   13,627 -36
13,591   13,627 -36
13,591   13,627 -36
12,644   12,678 -34
15,294   15,188 106
15,294   15,188 106
10,156   9,675 481
15,294   15,188 106
9,389   8,944 445
14,231   14,132 99
10,156   9,675 481
15,294   15,188 106
10,156   9,675 481
10,156   9,675 481
2,622   2,474 148
2,841   2,680 161
2,841   2,680 161
2,841   2,680 161
2,841   2,680 161
478   439 39
478   439 39
478   439 39
478   439 39
478   439 39
836   545 291
901   587 314
901   587 314
901   587 314
901   587 314
923   798 125
923   798 125
923   798 125
846   731 115
923   798 125
603   718 -115
548   653 -105
603   718 -115
548   653 -105
603   718 -115
405   224 181
1,013   601 412
405   240 165
811   448 363
608   361 247
811   481 330
608   361 247
608   336 272
608   336 272
845   636 209
845   636 209
751   565 186
845   636 209
375   275 100
469   353 116
3,362   1,830 1,532
3,362   1,830 1,532
3,111   1,693 1,418
3,362   1,830 1,532
3,362   1,830 1,532
1,188   626 562
1,188   626 562
1,089   574 515
1,188   626 562
1,188   626 562
506   195 311
506   195 311
506   195 311
506   195 311
506   195 311
1,687   702 985
562   206 356
1,687   702 985
1,124   468 656
1,124   468 656
1,124   468 656
562   206 356
569   565 4
569   565 4
569   565 4
488   484 4
569   565 4
2,509   2,268 241
2,509   2,268 241
2,509   2,268 241
2,509   2,268 241
2,509   2,268 241
3,526   1,570 1,956
1,085   411 674
1,898   846 1,052
2,170   821 1,349
1,627   725 902
271   97 174
2,170   821 1,349
271   97 174
2,170   821 1,349
1,898   846 1,052
2,170   821 1,349
1,627   725 902
5,175   1,871 3,304
7,116   2,800 4,316
4,529   1,638 2,891
7,763   3,055 4,708
5,175   1,871 3,304
7,116   2,800 4,316
7,763   3,055 4,708
4,529   1,638 2,891
5,175   1,871 3,304
7,116   2,800 4,316
166   136 30
166   136 30
166   136 30
166   136 30
166   136 30
2,984   1,534 1,450
3,461   2,787 674
2,984   1,534 1,450
2,984   1,534 1,450
239   189 50
597   518 79
239   189 50
2,745   1,411 1,334
239   189 50
239   189 50
3,700   2,979 721
597   518 79
597   518 79
597   518 79
239   189 50
597   518 79
3,700   2,979 721
3,700   2,979 721
3,700   2,979 721
2,984   1,534 1,450
591   335 256
591   335 256
591   335 256
591   335 256
591   335 256
252   205 47
252   205 47
252   205 47
252   205 47
252   205 47
533   475 58
533   475 58
533   475 58
533   475 58
533   475 58
3,146   3,108 38
3,146   3,108 38
3,146   3,108 38
3,146   3,108 38
2,937   2,901 36
4,330   3,390 940
4,075   3,191 884
4,245   3,324 921
4,245   3,324 921
4,245   3,324 921
2,283   2,414 -131
2,407   2,545 -138
2,407   2,545 -138
2,407   2,545 -138
2,468   2,610 -142
358   281 77
358   281 77
358   281 77
358   281 77
307   241 66
9,408   7,327 2,081
523   460 63
915   912 3
1,176   1,250 -74
1,307   1,389 -82
10,061   7,836 2,225
523   460 63
1,045   1,042 3
1,176   1,250 -74
10,061   7,836 2,225
10,061   7,836 2,225
10,061   7,836 2,225
523   460 63
1,045   1,042 3
523   460 63
523   460 63
1,045   1,042 3
1,045   1,042 3
1,045   1,111 -66
1,176   1,250 -74
261   278 -17
1,617   1,695 -78
936   777 159
511   534 -23
851   706 145
1,617   1,695 -78
340   356 -16
1,532   1,606 -74
1,617   1,695 -78
2,043   2,196 -153
1,277   1,059 218
426   445 -19
340   356 -16
2,043   2,196 -153
1,617   1,695 -78
2,043   2,196 -153
2,043   2,196 -153
936   777 159
1,873   2,013 -140
766   636 130
491   505 -14
532   547 -15
532   547 -15
532   547 -15
532   547 -15
3,792   3,204 588
3,345   2,827 518
1,561   1,381 180
2,230   1,885 345
223   197 26
1,784   1,578 206
2,230   1,885 345
3,792   3,204 588
223   197 26
669   592 77
1,070   1,044 26
1,338   1,305 33
1,472   1,436 36
1,405   1,370 35
1,338   1,305 33
2,697   773 1,924
1,349   411 938
2,697   773 1,924
1,349   355 994
3,372   966 2,406
337   155 182
2,023   533 1,490
2,023   533 1,490
2,023   533 1,490
2,360   676 1,684
337   155 182
2,360   676 1,684
5,294   1,782 3,512
5,294   1,782 3,512
5,294   1,782 3,512
5,294   1,782 3,512
5,294   1,782 3,512
2,837   2,268 569
3,095   2,474 621
3,095   2,474 621
3,095   2,474 621
3,095   2,474 621
      182
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      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
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       6,983
b       6,983
c       6,983
d       6,983
e       6,547
      38
      38
      38
      38
      38
      298
      298
      298
      273
      298
      274
      306
      306
      306
      306
      130
      116
      56
      27
      116
      116
      56
      56
      116
      56
      109
      115
      115
      115
      115
      -4
      -4
      -4
      -4
      -4
      1,894
      2,011
      2,011
      2,011
      2,011
      1,025
      1,025
      1,025
      1,025
      911
      65
      257
      21
      234
      211
      43
      234
      187
      1,497
      266
      1,497
      266
      1,761
      288
      1,475
      1,629
      97
      447
      97
      97
      491
      97
      491
      581
      491
      -26
      -26
      -26
      -22
      -26
      258
      258
      258
      258
      258
      3,628
      3,298
      3,628
      3,628
      3,628
      -15
      -15
      -13
      -15
      -15
      836
      876
      876
      876
      876
      33
      33
      33
      33
      33
      3
      3
      3
      5
      3
      -829
      -829
      -829
      -829
      -777
      2
      1,519
      1,519
      1,519
      3
      -10
      5
      5
      1,414
      2
      2
      -12
      -12
      -12
      2
      5
      2
      1,519
      -12
      5
      4,739
      98
      105
      18
      4,739
      15
      105
      105
      199
      4,739
      18
      4,760
      201
      217
      4,438
      217
      201
      18
      201
      208
      105
      185
      201
      18
      217
      -639
      -696
      -696
      -696
      -696
      -36
      -36
      -36
      -36
      -34
      106
      106
      481
      106
      445
      99
      481
      106
      481
      481
      148
      161
      161
      161
      161
      39
      39
      39
      39
      39
      291
      314
      314
      314
      314
      125
      125
      125
      115
      125
      -115
      -105
      -115
      -105
      -115
      181
      412
      165
      363
      247
      330
      247
      272
      272
      209
      209
      186
      209
      100
      116
      1,532
      1,532
      1,418
      1,532
      1,532
      562
      562
      515
      562
      562
      311
      311
      311
      311
      311
      985
      356
      985
      656
      656
      656
      356
      4
      4
      4
      4
      4
      241
      241
      241
      241
      241
      1,956
      674
      1,052
      1,349
      902
      174
      1,349
      174
      1,349
      1,052
      1,349
      902
      3,304
      4,316
      2,891
      4,708
      3,304
      4,316
      4,708
      2,891
      3,304
      4,316
      30
      30
      30
      30
      30
      1,450
      674
      1,450
      1,450
      50
      79
      50
      1,334
      50
      50
      721
      79
      79
      79
      50
      79
      721
      721
      721
      1,450
      256
      256
      256
      256
      256
      47
      47
      47
      47
      47
      58
      58
      58
      58
      58
      38
      38
      38
      38
      36
      940
      884
      921
      921
      921
      -131
      -138
      -138
      -138
      -142
      77
      77
      77
      77
      66
      2,081
      63
      3
      -74
      -82
      2,225
      63
      3
      -74
      2,225
      2,225
      2,225
      63
      3
      63
      63
      3
      3
      -66
      -74
      -17
      -78
      159
      -23
      145
      -78
      -16
      -74
      -78
      -153
      218
      -19
      -16
      -153
      -78
      -153
      -153
      159
      -140
      130
      -14
      -15
      -15
      -15
      -15
      588
      518
      180
      345
      26
      206
      345
      588
      26
      77
      26
      33
      36
      35
      33
      1,924
      938
      1,924
      994
      2,406
      182
      1,490
      1,490
      1,490
      1,684
      182
      1,684
      3,512
      3,512
      3,512
      3,512
      3,512
      569
      621
      621
      621
      621
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 261,974
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 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 4,991
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 4,991
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 4,991
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,960
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 4,960
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 31
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
PA
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofBANK OF AMERICA NA Telephone no. (888) 866-3275

Located atPO BOX 1532PENNINGTONNJ ZIP+408534
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 		65,900    
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
5,562,436
b
Average of monthly cash balances.......................
1b
21,243
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
5,583,679
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
5,583,679
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
83,755
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,499,924
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
274,996
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
274,996
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,991
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,991
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
270,005
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
270,005
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
270,005
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, line 26, column (d) ..........
1a
344,442
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
344,442
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 270,005
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 111,847
b From 2021...... 98,647
c From 2022...... 158,072
d From 2023...... 82,027
e From 2024...... 83,063
f Total of lines 3a through e ........ 533,656
4Qualifying distributions for 2025 from Part
XI, line 4: $ 344,442
a Applied to 2024, 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 2025 distributable amount..... 270,005
e Remaining amount distributed out of corpus 74,437
5 Excess distributions carryover applied to 2025. 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 5 608,093
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		111,847
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		496,246
10 Analysis of line 9:
a Excess from 2021 .... 98,647
b Excess from 2022 .... 158,072
c Excess from 2023 .... 82,027
d Excess from 2024 .... 83,063
e Excess from 2025 .... 74,437
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

THE AMERICAN DIABETES ASSOC

ATTN ESTATES TRUSTS
Merrifield,VA221167023 		N/A   UNRESTRICTED GENERAL 60,075

THE ALZHEIMERS ASSOCIATION

225 N MICHIGAN AVE STE 1700
CHICAGO,IL606017633 		N/A   UNRESTRICTED GENERAL 64,505

The American Heart Association

NATIONAL BEQUEST CENTER
St Petersburg,FL337422249 		N/A   UNRESTRICTED GENERAL 64,501

Arthritis Foundation

1355 PEACHTREE STREET
Atlanta,GA303093234 		N/A   UNRESTRICTED GENERAL 64,500

Nat'l Ovarian Cancer Coalition

SR DIRECTOR OF OPERATIONS
Dallas,TX752512210 		N/A   UNRESTRICTED GENERAL 64,501
Total ................................. 3a 318,082
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 140,402  
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 ............ 		    18 261,974  
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) ..   402,376  
13Total. Add line 12, columns (b), (d), and (e)..................
13
402,376
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsCorpStockSchedule
Name:
JEAN STALDER CHARITABLE TRUST
EIN:
30-6508843
Name of Stock End of Year Book Value End of Year Fair Market Value
81369Y407 STATE STRT CONS DSRY 33,264 55,167
69374H741 PACER DATA & INFRA R 1,803 1,604
46138E511 INVESCO PREFERRED ET 6,546 5,654
464287432 ISHARES 20+ YEAR TRE 31,869 28,414
46432F842 ISHARES TR CORE MSCI 158,016 217,925
464288752 ISHARES U.S. HOME CO 9,841 8,571
92206C870 VANGUARD INTERMEDIAT 74,489 77,720
81369Y860 ST STRT REAL ESTATE 8,232 8,796
92204A603 VANGUARD INDUSTRIAL 14,815 26,854
92204A801 VANGUARD MATERIALS E 9,395 10,585
81369Y852 STE STRT COMTN SR SL 28,526 57,447
464287176 ISHARES TIPS BOND ET 5,586 5,715
46137V100 INVESCO AEROSPACE AN 9,961 13,783
922908751 VANGUARD SMALL CAP 77,893 95,184
46138E628 INVESCO KBW BANK ETF 12,361 19,640
316092865 FIDELITY MSCI UTILIT 7,975 9,222
92206C409 VANGUARD SHORT-TERM 42,340 42,895
92204A702 VANGUARD INFORMATION 72,743 138,696
464287556 ISHARES BIOTECHNOLOG 7,429 9,451
46435U713 ISHARES TR U S INFRA 8,071 9,577
78468R606 STATE STREET SPDR PO 11,250 11,409
46434G103 ISHARES INC CORE MSC 51,674 61,036
92206C706 VANGUARD INTERM-TERM 22,171 22,893
464286533 ISHARES EDGE MSCI MI 18,945 23,311
81369Y506 ST STRT ENERGY SLCT 5,742 5,723
92203J407 VANGUARD TOTAL INTER 11,205 11,162
808524862 SCHWAB SHORT-TERM U. 11,416 11,430
37954Y673 GLOBAL X FUNDS SHS U 8,690 13,572
92204A207 VANGUARD CONSUMER ST 14,627 16,054
92189F676 VANECK SEMICONDUCTOR 27,398 48,257
33734X846 FIRST TR NASDAQ CYBE 6,269 6,216
81369Y209 ST STRT HEALTH CARE 35,486 40,867
81369Y605 ST STRT FINANCIAL SL 36,581 71,420
92189F676 VANECK SEMICONDUCTOR 27,462 48,257
46435U713 ISHARES TR U S INFRA 8,071 9,577
78468R606 STATE STREET SPDR PO 11,250 11,409
46138E511 INVESCO PREFERRED ET 6,546 5,654
922908751 VANGUARD SMALL CAP 77,893 95,184
46137V100 INVESCO AEROSPACE AN 9,961 13,783
92206C409 VANGUARD SHORT-TERM 42,340 42,895
81369Y860 ST STRT REAL ESTATE 8,232 8,796
81369Y209 ST STRT HEALTH CARE 35,113 40,867
464288752 ISHARES U.S. HOME CO 9,841 8,571
81369Y407 STATE STRT CONS DSRY 33,244 55,167
46138E628 INVESCO KBW BANK ETF 12,361 19,640
808524862 SCHWAB SHORT-TERM U. 11,416 11,430
92203J407 VANGUARD TOTAL INTER 11,205 11,162
33734X846 FIRST TR NASDAQ CYBE 6,269 6,216
81369Y852 STE STRT COMTN SR SL 28,526 57,447
92206C870 VANGUARD INTERMEDIAT 74,488 77,720
37954Y673 GLOBAL X FUNDS SHS U 8,690 13,572
92206C706 VANGUARD INTERM-TERM 22,231 22,953
46432F842 ISHARES TR CORE MSCI 158,019 217,925
464287556 ISHARES BIOTECHNOLOG 7,429 9,451
316092865 FIDELITY MSCI UTILIT 7,979 9,222
81369Y506 ST STRT ENERGY SLCT 5,742 5,723
92204A801 VANGUARD MATERIALS E 9,395 10,585
464286533 ISHARES EDGE MSCI MI 18,945 23,311
464287176 ISHARES TIPS BOND ET 5,586 5,715
92204A603 VANGUARD INDUSTRIAL 14,815 26,854
69374H741 PACER DATA & INFRA R 1,803 1,604
92204A702 VANGUARD INFORMATION 72,810 138,696
92204A207 VANGUARD CONSUMER ST 14,631 16,054
46434G103 ISHARES INC CORE MSC 51,692 61,103
464287432 ISHARES 20+ YEAR TRE 31,869 28,414
81369Y605 ST STRT FINANCIAL SL 36,392 71,420
316092865 FIDELITY MSCI UTILIT 7,979 9,222
92189F676 VANECK SEMICONDUCTOR 27,462 48,257
464287432 ISHARES 20+ YEAR TRE 31,869 28,414
464287176 ISHARES TIPS BOND ET 5,586 5,715
808524862 SCHWAB SHORT-TERM U. 11,416 11,430
464286533 ISHARES EDGE MSCI MI 18,945 23,311
92204A603 VANGUARD INDUSTRIAL 14,815 26,854
46138E628 INVESCO KBW BANK ETF 12,361 19,640
92206C870 VANGUARD INTERMEDIAT 74,493 77,720
81369Y860 ST STRT REAL ESTATE 8,232 8,796
46432F842 ISHARES TR CORE MSCI 157,999 217,925
33734X846 FIRST TR NASDAQ CYBE 6,269 6,216
37954Y673 GLOBAL X FUNDS SHS U 8,690 13,572
464287556 ISHARES BIOTECHNOLOG 7,429 9,451
92203J407 VANGUARD TOTAL INTER 11,205 11,162
46138E511 INVESCO PREFERRED ET 6,546 5,654
92204A207 VANGUARD CONSUMER ST 14,630 16,054
81369Y605 ST STRT FINANCIAL SL 36,398 71,420
81369Y852 STE STRT COMTN SR SL 28,526 57,447
78468R606 STATE STREET SPDR PO 11,250 11,409
922908751 VANGUARD SMALL CAP 77,893 95,184
92206C706 VANGUARD INTERM-TERM 22,171 22,893
46435U713 ISHARES TR U S INFRA 8,071 9,577
46137V100 INVESCO AEROSPACE AN 9,961 13,783
92206C409 VANGUARD SHORT-TERM 42,344 42,895
46434G103 ISHARES INC CORE MSC 51,757 61,170
81369Y407 STATE STRT CONS DSRY 33,186 55,167
81369Y209 ST STRT HEALTH CARE 34,974 40,712
81369Y506 ST STRT ENERGY SLCT 5,742 5,723
69374H741 PACER DATA & INFRA R 1,803 1,604
464288752 ISHARES U.S. HOME CO 9,841 8,571
92204A801 VANGUARD MATERIALS E 9,395 10,585
92204A702 VANGUARD INFORMATION 72,759 138,696
464288752 ISHARES U.S. HOME CO 9,841 8,571
92206C870 VANGUARD INTERMEDIAT 74,488 77,720
464287432 ISHARES 20+ YEAR TRE 31,869 28,414
316092865 FIDELITY MSCI UTILIT 7,979 9,222
92204A801 VANGUARD MATERIALS E 9,395 10,585
46432F842 ISHARES TR CORE MSCI 158,003 217,925
78468R606 STATE STREET SPDR PO 11,250 11,409
464287176 ISHARES TIPS BOND ET 5,586 5,715
922908751 VANGUARD SMALL CAP 77,893 95,184
808524862 SCHWAB SHORT-TERM U. 11,416 11,430
81369Y209 ST STRT HEALTH CARE 34,974 40,712
46138E511 INVESCO PREFERRED ET 6,534 5,654
464286533 ISHARES EDGE MSCI MI 18,945 23,311
46137V100 INVESCO AEROSPACE AN 9,961 13,783
81369Y860 ST STRT REAL ESTATE 8,232 8,796
33734X846 FIRST TR NASDAQ CYBE 6,269 6,216
92204A207 VANGUARD CONSUMER ST 14,631 16,054
92204A603 VANGUARD INDUSTRIAL 14,815 26,854
46434G103 ISHARES INC CORE MSC 51,757 61,170
92189F676 VANECK SEMICONDUCTOR 27,398 48,257
92203J407 VANGUARD TOTAL INTER 11,205 11,162
46435U713 ISHARES TR U S INFRA 8,071 9,577
37954Y673 GLOBAL X FUNDS SHS U 8,693 13,572
81369Y605 ST STRT FINANCIAL SL 36,398 71,420
92204A702 VANGUARD INFORMATION 72,810 138,696
81369Y407 STATE STRT CONS DSRY 33,244 55,167
46138E628 INVESCO KBW BANK ETF 12,361 19,640
69374H741 PACER DATA & INFRA R 1,803 1,604
92206C409 VANGUARD SHORT-TERM 42,340 42,895
92206C706 VANGUARD INTERM-TERM 22,171 22,893
464287556 ISHARES BIOTECHNOLOG 7,429 9,451
81369Y852 STE STRT COMTN SR SL 28,529 57,447
81369Y506 ST STRT ENERGY SLCT 5,742 5,723
464286533 ISHARES EDGE MSCI MI 17,640 21,710
81369Y407 STATE STRT CONS DSRY 31,074 51,346
464287176 ISHARES TIPS BOND ET 5,157 5,276
92206C409 VANGUARD SHORT-TERM 39,435 39,945
37954Y673 GLOBAL X FUNDS SHS U 8,147 12,617
92204A801 VANGUARD MATERIALS E 8,646 9,755
81369Y852 STE STRT COMTN SR SL 26,572 53,563
81369Y506 ST STRT ENERGY SLCT 5,294 5,276
46432F842 ISHARES TR CORE MSCI 147,198 202,985
46434G103 ISHARES INC CORE MSC 50,629 57,137
46435U713 ISHARES TR U S INFRA 7,534 8,945
81369Y860 ST STRT REAL ESTATE 7,669 8,191
46138E511 INVESCO PREFERRED ET 6,095 5,260
92204A603 VANGUARD INDUSTRIAL 13,907 25,064
92189F676 VANECK SEMICONDUCTOR 25,302 45,016
81369Y605 ST STRT FINANCIAL SL 34,181 66,546
33734X846 FIRST TR NASDAQ CYBE 5,837 5,787
922908751 VANGUARD SMALL CAP 72,660 88,735
46138E628 INVESCO KBW BANK ETF 11,523 18,291
92206C870 VANGUARD INTERMEDIAT 69,351 72,360
808524862 SCHWAB SHORT-TERM U. 10,637 10,650
46137V100 INVESCO AEROSPACE AN 9,279 12,844
316092865 FIDELITY MSCI UTILIT 7,457 8,614
78468R606 STATE STREET SPDR PO 10,480 10,628
92204A207 VANGUARD CONSUMER ST 13,680 14,998
92204A702 VANGUARD INFORMATION 67,812 128,896
81369Y209 ST STRT HEALTH CARE 32,608 37,926
92206C706 VANGUARD INTERM-TERM 20,658 21,335
92203J407 VANGUARD TOTAL INTER 10,429 10,389
69374H741 PACER DATA & INFRA R 1,663 1,489
464288752 ISHARES U.S. HOME CO 9,168 7,993
464287556 ISHARES BIOTECHNOLOG 6,897 8,776
464287432 ISHARES 20+ YEAR TRE 29,702 26,497

TY 2025 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      
92204A603 VANGUARD INDUSTRIALS      
92204A801 VANGUARD MATERIALS E      
92204A702 VANGUARD INFORMATION      
46434G103 ISHARES CORE MSCI EM      
81369Y407 CONSUMER DISCRETIONA      
81369Y860 REAL ESTATE SELECT S      
46138E511 INVESCO PREFERRED ET      
81369Y506 ENERGY SELECT SECTOR      
81369Y605 FINANCIAL SELECT SEC      
81369Y852 COMM SERVICES SELECT      
464288588 ISHARES MBS ETF      
81369Y209 HEALTH CARE SELECT S      
464287556 ISHARES NASDAQ BIOTE      
46432F842 ISHARES CORE MSCI EA      
92206C870 VANGUARD INTRMDIATE-      
92206C409 VANGUARD SHORT-TERM      
33734X192 FIRST TRUST CLOUD CO      
922908751 VANGUARD SMALL-CAP E      
316092865 FIDELITY MSCI UTILIT      
69374H741 PACER BENCHMARK DATA      
37954Y673 GLOBAL X FUNDS SHS U      
464286533 ISHARES EDGE MSCI MI      
808524862 SCHWAB SHORT-TERM U.      
92189F676 VANECK VECTORS SEMIC      
46429B689 ISHARES EDGE MSCI MI      
464287432 ISHARES 20 YEAR TREA      
46138E628 INVESCO KBW BANK ETF      
464287176 ISHARES TIPS BOND ET      
46435U713 ISHARES TR      
92206C706 VANGUARD INTERMEDIAT      
46137V100 INVESCO AEROSPACE &      
464288752 ISHARES U.S. HOME CO      
09248U213 BLACKROCK LIQUIDITY AT COST 5,701 5,701
09248U213 BLACKROCK LIQUIDITY AT COST 5,702 5,702
09248U213 BLACKROCK LIQUIDITY AT COST 5,701 5,701
09248U213 BLACKROCK LIQUIDITY AT COST 5,701 5,701
09248U213 BLACKROCK LIQUIDITY AT COST 5,310 5,310

TY 2025 OtherDecreasesSchedule
Name:
JEAN STALDER CHARITABLE TRUST
EIN:
30-6508843
Description Amount
INCOME ADJUSTMENT 383


TY 2025 OtherIncreasesSchedule
Name:
JEAN STALDER CHARITABLE TRUST
EIN:
30-6508843
Description Amount
COST BASIS ADJUSTMENT 1,030


TY 2025 TaxesSchedule
Name:
JEAN STALDER CHARITABLE TRUST
EIN:
30-6508843
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX - PRIOR YEAR 2,572 0   0
FEDERAL ESTIMATES - PRINCIPAL 4,960 0   0
FOREIGN TAXES ON QUALIFIED FOR 2,727 2,727   0
FOREIGN TAXES ON NONQUALIFIED 1,064 1,064   0