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          <AcquiredDt>2024-10-08</AcquiredDt>
          <SoldDt>2025-09-05</SoldDt>
          <GrossSalesPriceAmt>14262</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>24896</CostOrOtherBasisAmt>
          <GainOrLossAmt>-10634</GainOrLossAmt>
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          <PropertyDesc>122.536 JP MORGAN UNDISC MGRS BEHAVIORAL VAL FD CL R6</PropertyDesc>
          <AcquiredDt>2024-05-29</AcquiredDt>
          <SoldDt>2025-09-05</SoldDt>
          <GrossSalesPriceAmt>10855</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>9956</CostOrOtherBasisAmt>
          <GainOrLossAmt>899</GainOrLossAmt>
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          <PropertyDesc>15. ABBVIE INC SHS</PropertyDesc>
          <AcquiredDt>2019-07-24</AcquiredDt>
          <SoldDt>2025-11-12</SoldDt>
          <GrossSalesPriceAmt>3504</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1015</CostOrOtherBasisAmt>
          <GainOrLossAmt>2489</GainOrLossAmt>
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          <SoldDt>2025-11-12</SoldDt>
          <GrossSalesPriceAmt>7163</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>5840</CostOrOtherBasisAmt>
          <GainOrLossAmt>1323</GainOrLossAmt>
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          <PropertyDesc>10. APPLE INC COM</PropertyDesc>
          <AcquiredDt>2022-01-25</AcquiredDt>
          <SoldDt>2025-11-12</SoldDt>
          <GrossSalesPriceAmt>2754</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1622</CostOrOtherBasisAmt>
          <GainOrLossAmt>1132</GainOrLossAmt>
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          <PropertyDesc>5. APPLE INC COM</PropertyDesc>
          <AcquiredDt>2020-08-26</AcquiredDt>
          <SoldDt>2025-11-12</SoldDt>
          <GrossSalesPriceAmt>1377</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>632</CostOrOtherBasisAmt>
          <GainOrLossAmt>745</GainOrLossAmt>
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          <PropertyDesc>5. ARISTA NETWORKS INC REG SHS</PropertyDesc>
          <AcquiredDt>2020-05-18</AcquiredDt>
          <SoldDt>2025-11-12</SoldDt>
          <GrossSalesPriceAmt>674</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>68</CostOrOtherBasisAmt>
          <GainOrLossAmt>606</GainOrLossAmt>
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          <PropertyDesc>5. BERKSHIRE HATHAWAYINC DEL CL B NEW</PropertyDesc>
          <AcquiredDt>2024-05-29</AcquiredDt>
          <SoldDt>2025-11-12</SoldDt>
          <GrossSalesPriceAmt>2516</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2010</CostOrOtherBasisAmt>
          <GainOrLossAmt>506</GainOrLossAmt>
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          <PropertyDesc>5. BLACKSTONE INC</PropertyDesc>
          <AcquiredDt>2025-09-05</AcquiredDt>
          <SoldDt>2025-11-12</SoldDt>
          <GrossSalesPriceAmt>723</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>845</CostOrOtherBasisAmt>
          <GainOrLossAmt>-122</GainOrLossAmt>
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          <PropertyDesc>5. BOSTON SCIENTIFIC CORPORATION</PropertyDesc>
          <AcquiredDt>2022-08-15</AcquiredDt>
          <SoldDt>2025-11-12</SoldDt>
          <GrossSalesPriceAmt>519</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>211</CostOrOtherBasisAmt>
          <GainOrLossAmt>308</GainOrLossAmt>
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          <PropertyDesc>20. BROADCOM INC</PropertyDesc>
          <AcquiredDt>2016-12-09</AcquiredDt>
          <SoldDt>2025-11-12</SoldDt>
          <GrossSalesPriceAmt>7099</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>357</CostOrOtherBasisAmt>
          <GainOrLossAmt>6742</GainOrLossAmt>
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          <PropertyDesc>138.02 FULLERTHALER BEHAVIORAL SMALL-CAP GRWTH FD CL R6</PropertyDesc>
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          <SoldDt>2025-11-12</SoldDt>
          <GrossSalesPriceAmt>7500</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>6066</CostOrOtherBasisAmt>
          <GainOrLossAmt>1434</GainOrLossAmt>
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          <PropertyDesc>10. CHEVRONTEXACO CORP COM</PropertyDesc>
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          <SoldDt>2025-11-12</SoldDt>
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          <PropertyDesc>5. CONSTELLATION ENERGY CORP REG SHS</PropertyDesc>
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          <PropertyDesc>2129.925 DOUBLELINE CORE FIXED INCOME FUND CL R6</PropertyDesc>
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          <SoldDt>2025-11-12</SoldDt>
          <GrossSalesPriceAmt>20000</GrossSalesPriceAmt>
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          <PropertyDesc>15. EXXON MOBIL CORPORATION</PropertyDesc>
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          <PropertyDesc>15. GILEAD SCIENCES INC</PropertyDesc>
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          <SoldDt>2025-11-12</SoldDt>
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          <PropertyDesc>5. HOME DEPOT INC</PropertyDesc>
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          <PropertyDesc>10. HONEYWELL INTERNATIONAL INC</PropertyDesc>
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        <CapitalGainNetIncomeAmt>114630</CapitalGainNetIncomeAmt>
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        <TaxUnderSection511Amt>0</TaxUnderSection511Amt>
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        <SubtitleATaxAmt>0</SubtitleATaxAmt>
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        <MoreThan100SpentInd>false</MoreThan100SpentInd>
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        <ActivitiesNotPreviouslyRptInd>false</ActivitiesNotPreviouslyRptInd>
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        <Section508eRqrSatisfiedInd>true</Section508eRqrSatisfiedInd>
        <AtLeast5000InAssetsInd>true</AtLeast5000InAssetsInd>
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        <Form990PFFiledWithAttyGenInd>true</Form990PFFiledWithAttyGenInd>
        <PrivateOperatingFoundationInd>false</PrivateOperatingFoundationInd>
        <NewSubstantialContributorsInd>false</NewSubstantialContributorsInd>
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        <DonorAdvisedFundInd>false</DonorAdvisedFundInd>
        <ComplyWithPublicInspRqrInd>true</ComplyWithPublicInspRqrInd>
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          <BusinessNameLine1Txt>BANK OF AMERICA NA</BusinessNameLine1Txt>
        </PersonsWithBooksName>
        <PhoneNum>8888663275</PhoneNum>
        <LocationOfBooksUSAddress>
          <AddressLine1Txt>PO BOX 653067</AddressLine1Txt>
          <CityNm>DALLAS</CityNm>
          <StateAbbreviationCd>TX</StateAbbreviationCd>
          <ZIPCd>752653067</ZIPCd>
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        <ForeignAccountsQuestionInd>false</ForeignAccountsQuestionInd>
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        <SaleOrExchDisqualifiedPrsnInd>false</SaleOrExchDisqualifiedPrsnInd>
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        <FurnGoodsDisqualifiedPrsnInd>false</FurnGoodsDisqualifiedPrsnInd>
        <PayCompDisqualifiedPrsnInd>true</PayCompDisqualifiedPrsnInd>
        <TransferAstDisqualifiedPrsnInd>false</TransferAstDisqualifiedPrsnInd>
        <PaymentToGovernmentOfficialInd>false</PaymentToGovernmentOfficialInd>
        <ActsFailToQlfyAsExceptionsInd>false</ActsFailToQlfyAsExceptionsInd>
        <UncorrectedPriorActsInd>false</UncorrectedPriorActsInd>
        <UndistributedIncomePYInd>false</UndistributedIncomePYInd>
        <BusinessHoldingsInd>false</BusinessHoldingsInd>
        <JeopardyInvestmentsInd>false</JeopardyInvestmentsInd>
        <UncorrectedPYJeopardyInvstInd>false</UncorrectedPYJeopardyInvstInd>
        <InfluenceLegislationInd>false</InfluenceLegislationInd>
        <InfluenceElectionInd>false</InfluenceElectionInd>
        <GrantsToIndividualsInd>false</GrantsToIndividualsInd>
        <GrantsToOrganizationsInd>false</GrantsToOrganizationsInd>
        <NoncharitablePurposeInd>false</NoncharitablePurposeInd>
        <RcvFndsToPayPrsnlBnftCntrctInd>false</RcvFndsToPayPrsnlBnftCntrctInd>
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        <ProhibitedTaxShelterTransInd>false</ProhibitedTaxShelterTransInd>
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        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>MRS JOAN ANDREWS</PersonNm>
          <USAddress>
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            <CityNm>WESTPORT</CityNm>
            <StateAbbreviationCd>CT</StateAbbreviationCd>
            <ZIPCd>06880</ZIPCd>
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          <TitleTxt>SECRETARY</TitleTxt>
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        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>NIGEL ANDREWS</PersonNm>
          <USAddress>
            <AddressLine1Txt>38 TURKEY HILL RD S</AddressLine1Txt>
            <CityNm>WESTPORT</CityNm>
            <StateAbbreviationCd>CT</StateAbbreviationCd>
            <ZIPCd>06880</ZIPCd>
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          <TitleTxt>PRESIDENT</TitleTxt>
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        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>BANK OF AMERICA</PersonNm>
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            <CityNm>DALLAS</CityNm>
            <StateAbbreviationCd>TX</StateAbbreviationCd>
            <ZIPCd>752653067</ZIPCd>
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          <TitleTxt>AGENT FOR FIDUCIARY</TitleTxt>
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          <CompensationAmt>27554</CompensationAmt>
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        <CompOfHghstPdEmplOrNONETxt>NONE</CompOfHghstPdEmplOrNONETxt>
        <OtherEmployeePaidOver50kCnt>0</OtherEmployeePaidOver50kCnt>
        <CompOfHghstPdCntrctOrNONETxt>NONE</CompOfHghstPdCntrctOrNONETxt>
        <ContractorPaidOver50kCnt>0</ContractorPaidOver50kCnt>
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      <SumOfProgramRelatedInvstGrp />
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        <AverageMonthlyFMVOfSecAmt>2427524</AverageMonthlyFMVOfSecAmt>
        <AverageMonthlyCashBalancesAmt>51110</AverageMonthlyCashBalancesAmt>
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        <AcquisitionIndebtednessAmt>0</AcquisitionIndebtednessAmt>
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        <RecoveriesQualfiedDistriAmt>0</RecoveriesQualfiedDistriAmt>
        <DistributableBeforeDedAmt>119887</DistributableBeforeDedAmt>
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        <ProgramRelatedInvstTotalAmt>0</ProgramRelatedInvstTotalAmt>
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        <SetAsideSuitabilityTestAmt>0</SetAsideSuitabilityTestAmt>
        <SetAsideCashDistriTestAmt>0</SetAsideCashDistriTestAmt>
        <QualifyingDistributionsAmt>108722</QualifyingDistributionsAmt>
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        <DistributableAsAdjustedAmt>119887</DistributableAsAdjustedAmt>
        <UndistributedIncomePYAmt>97135</UndistributedIncomePYAmt>
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        <ExcessDistributionCyovYr4Amt>0</ExcessDistributionCyovYr4Amt>
        <ExcessDistributionCyovYr3Amt>0</ExcessDistributionCyovYr3Amt>
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        <ExcessDistributionCyovYr1Amt>0</ExcessDistributionCyovYr1Amt>
        <TotalExcessDistributionCyovAmt>0</TotalExcessDistributionCyovAmt>
        <QualifyingDistributionsAmt>108722</QualifyingDistributionsAmt>
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        <RemainingDistriFromCorpusAmt>0</RemainingDistriFromCorpusAmt>
        <ExcessDistriCyovAppCYCorpusAmt>0</ExcessDistriCyovAppCYCorpusAmt>
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        <TotalCorpusAmt>0</TotalCorpusAmt>
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        <PriorYearDeficiencyOrTaxAmt>0</PriorYearDeficiencyOrTaxAmt>
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        <Taxable2Amt>0</Taxable2Amt>
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        <ExcessFromYear3Amt>0</ExcessFromYear3Amt>
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        <OnlyContriToPreselectedInd>X</OnlyContriToPreselectedInd>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>WESTPORT LIBRARY ASSOCIATION</BusinessNameLine1Txt>
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          <RecipientUSAddress>
            <AddressLine1Txt>20 JESUP ROAD</AddressLine1Txt>
            <CityNm>WESTPORT</CityNm>
            <StateAbbreviationCd>CT</StateAbbreviationCd>
            <ZIPCd>06880</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>UNRESTRICTED GENERAL</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>CONNECTICUT BALLET</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>20 ACOSTA STREET</AddressLine1Txt>
            <CityNm>STAMFORD</CityNm>
            <StateAbbreviationCd>CT</StateAbbreviationCd>
            <ZIPCd>06902</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>UNRESTRICTED GENERAL</GrantOrContributionPurposeTxt>
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        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>FAIRFIELD COUNTY COMMUNITY FDN</BusinessNameLine1Txt>
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          <RecipientUSAddress>
            <AddressLine1Txt>383 MAIN AVENUE</AddressLine1Txt>
            <CityNm>NORWALK</CityNm>
            <StateAbbreviationCd>CT</StateAbbreviationCd>
            <ZIPCd>06851</ZIPCd>
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          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>UNRESTRICTED GENERAL</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>GREAT BEGINNINGS MONTESSORI SCHOOL</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>148 BEACH ROAD</AddressLine1Txt>
            <CityNm>FAIRFIELD</CityNm>
            <StateAbbreviationCd>CT</StateAbbreviationCd>
            <ZIPCd>06824</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>UNRESTRICTED GENERAL</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>DARIEN BOOK AID PLAN INC</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>1926 POST ROAD</AddressLine1Txt>
            <CityNm>E DARIEN</CityNm>
            <StateAbbreviationCd>CT</StateAbbreviationCd>
            <ZIPCd>06820</ZIPCd>
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          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>UNRESTRICTED GENERAL</GrantOrContributionPurposeTxt>
          <Amt>1000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>ST PAUL &amp; ST ANN ACADEMY</BusinessNameLine1Txt>
            <BusinessNameLine2Txt>RE IN SUPPORT OF BURSARIES</BusinessNameLine2Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>114 E 118TH STREET</AddressLine1Txt>
            <CityNm>NEW YORK</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>10035</ZIPCd>
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          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>UNRESTRICTED GENERAL</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>WESTPORT CENTER FOR SENIOR ACTIVITIES</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>21 IMPERIAL AVENUE</AddressLine1Txt>
            <CityNm>WESTPORT</CityNm>
            <StateAbbreviationCd>CT</StateAbbreviationCd>
            <ZIPCd>06880</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>UNRESTRICTED GENERAL</GrantOrContributionPurposeTxt>
          <Amt>1200</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>BRIDGES TO COMMUNITY</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>95 CROTON AVENUE</AddressLine1Txt>
            <CityNm>OSSINING</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>10562</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>UNRESTRICTED GENERAL</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>HOME WITH HOPE INC</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>49 RICHMONDVILLE AVENUE</AddressLine1Txt>
            <CityNm>WESTPORT</CityNm>
            <StateAbbreviationCd>CT</StateAbbreviationCd>
            <ZIPCd>06880</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>UNRESTRICTED GENERAL</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>MERCY LEARNING CENTER</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>637 PARK AVENUE</AddressLine1Txt>
            <CityNm>BRIDGEPORT</CityNm>
            <StateAbbreviationCd>CT</StateAbbreviationCd>
            <ZIPCd>06604</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>UNRESTRICTED GENERAL</GrantOrContributionPurposeTxt>
          <Amt>1000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>MALAIKA KIDS USA INC</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 565</AddressLine1Txt>
            <CityNm>FORESTDALE</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02644</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>UNRESTRICTED GENERAL</GrantOrContributionPurposeTxt>
          <Amt>10000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>PARK CITY COMMUNITY FOUNDATION</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 681499</AddressLine1Txt>
            <CityNm>PARK CITY</CityNm>
            <StateAbbreviationCd>UT</StateAbbreviationCd>
            <ZIPCd>84068</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>UNRESTRICTED GENERAL</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>UNIVERSITY OF SHEFFIELD IN AMERICA INC</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1350 AVENUE OF THE AMERICAS</AddressLine1Txt>
            <CityNm>NEW YORK</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>10019</ZIPCd>
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          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>UNRESTRICTED GENERAL</GrantOrContributionPurposeTxt>
          <Amt>4500</Amt>
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        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>CHARITIES AID FDN (CAF) OF AMERICA</BusinessNameLine1Txt>
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          <RecipientUSAddress>
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            <CityNm>WASHINGTON</CityNm>
            <StateAbbreviationCd>DC</StateAbbreviationCd>
            <ZIPCd>20005</ZIPCd>
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          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>UNRESTRICTED GENERAL</GrantOrContributionPurposeTxt>
          <Amt>30000</Amt>
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        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>ST JUDE CHILDRENS' RESEARCH HOSPITAL</BusinessNameLine1Txt>
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          <RecipientUSAddress>
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          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>UNRESTRICTED GENERAL</GrantOrContributionPurposeTxt>
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          <RecipientBusinessName>
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        <EOYFMVAmt>65275</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>14064D774 FULLERTHALER BEHAVIO</StockNm>
        <EOYBookValueAmt>42334</EOYBookValueAmt>
        <EOYFMVAmt>52198</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>904504479 JP MORGAN UNDISC MGR</StockNm>
        <EOYBookValueAmt>46844</EOYBookValueAmt>
        <EOYFMVAmt>45247</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>83443Q103 SOLSTICE ADVANCED MA</StockNm>
        <EOYFMVAmt>1020</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>872540109 TJX COS INC NEW</StockNm>
        <EOYBookValueAmt>25077</EOYBookValueAmt>
        <EOYFMVAmt>26882</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>532457108 ELI LILLY &amp; CO</StockNm>
        <EOYBookValueAmt>18143</EOYBookValueAmt>
        <EOYFMVAmt>26867</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>09260D107 BLACKSTONE INC</StockNm>
        <EOYBookValueAmt>8481</EOYBookValueAmt>
        <EOYFMVAmt>7707</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>46625H100 JPMORGAN CHASE &amp; CO</StockNm>
        <EOYBookValueAmt>14876</EOYBookValueAmt>
        <EOYFMVAmt>16111</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>48251W104 KKR &amp; CO INC C</StockNm>
        <EOYBookValueAmt>6768</EOYBookValueAmt>
        <EOYFMVAmt>6374</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>21037T109 CONSTELLATION ENERGY</StockNm>
        <EOYBookValueAmt>7454</EOYBookValueAmt>
        <EOYFMVAmt>8832</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
    </InvestmentsCorpStockSchedule>
    <OtherDecreasesSchedule documentId="OtherDecreasesSchedule">
      <OtherDecreasesDetail>
        <Desc>INCOME ADJ</Desc>
        <Amt>388</Amt>
      </OtherDecreasesDetail>
      <OtherDecreasesDetail>
        <Desc>CARRYOVER ADJ</Desc>
        <Amt>879</Amt>
      </OtherDecreasesDetail>
      <OtherDecreasesDetail>
        <Desc>ROUNDING</Desc>
        <Amt>2</Amt>
      </OtherDecreasesDetail>
      <OtherDecreasesDetail>
        <Desc>FOUND UPDATE</Desc>
        <Amt>3</Amt>
      </OtherDecreasesDetail>
    </OtherDecreasesSchedule>
    <TaxesSchedule documentId="TaxesSchedule">
      <TaxesDetail>
        <CategoryTxt>FOREIGN TAXES</CategoryTxt>
        <Amt>32</Amt>
        <NetInvestmentIncomeAmt>32</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
      <TaxesDetail>
        <CategoryTxt>EXCISE TAX - PRIOR YEAR</CategoryTxt>
        <Amt>174</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
      <TaxesDetail>
        <CategoryTxt>FEDERAL ESTIMATES - PRINCIPAL</CategoryTxt>
        <Amt>1584</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
      <TaxesDetail>
        <CategoryTxt>FOREIGN TAXES ON QUALIFIED FOR</CategoryTxt>
        <Amt>399</Amt>
        <NetInvestmentIncomeAmt>399</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
    </TaxesSchedule>
  </ReturnData>
</Return>