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          <GrossSalesPriceAmt>73484</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>62813</CostOrOtherBasisAmt>
          <GainOrLossAmt>10671</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>10671</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Invesco QQQ Trust</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-04-11</AcquiredDt>
          <SoldDt>2023-10-09</SoldDt>
          <GrossSalesPriceAmt>73484</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>69551</CostOrOtherBasisAmt>
          <GainOrLossAmt>3933</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>3933</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Invesco QQQ Trust</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-04-22</AcquiredDt>
          <SoldDt>2023-10-09</SoldDt>
          <GrossSalesPriceAmt>36742</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>33786</CostOrOtherBasisAmt>
          <GainOrLossAmt>2956</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>2956</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Option activity - Nov 2023</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-11-30</AcquiredDt>
          <SoldDt>2023-11-30</SoldDt>
          <GrossSalesPriceAmt>177613</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>199061</CostOrOtherBasisAmt>
          <GainOrLossAmt>-21448</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-21448</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Option activity - Dec 2023</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-12-31</AcquiredDt>
          <SoldDt>2023-12-31</SoldDt>
          <GrossSalesPriceAmt>41681</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>58801</CostOrOtherBasisAmt>
          <GainOrLossAmt>-17120</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-17120</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>SDPR SP 500</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-08-04</AcquiredDt>
          <SoldDt>2023-11-30</SoldDt>
          <GrossSalesPriceAmt>409617</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>406572</CostOrOtherBasisAmt>
          <GainOrLossAmt>3045</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>3045</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>SDPR SP 500</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-09-27</AcquiredDt>
          <SoldDt>2023-11-30</SoldDt>
          <GrossSalesPriceAmt>45513</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>43298</CostOrOtherBasisAmt>
          <GainOrLossAmt>2215</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>2215</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>SDPR SP 500</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-10-23</AcquiredDt>
          <SoldDt>2023-11-30</SoldDt>
          <GrossSalesPriceAmt>91026</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>84301</CostOrOtherBasisAmt>
          <GainOrLossAmt>6725</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>6725</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>SDPR SP 500</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-11-03</AcquiredDt>
          <SoldDt>2023-11-30</SoldDt>
          <GrossSalesPriceAmt>91026</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>86998</CostOrOtherBasisAmt>
          <GainOrLossAmt>4028</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>4028</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Bank of America</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2014-10-13</AcquiredDt>
          <SoldDt>2023-11-29</SoldDt>
          <GrossSalesPriceAmt>8860</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>4998</CostOrOtherBasisAmt>
          <GainOrLossAmt>3862</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>3862</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Bank of America</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2014-10-16</AcquiredDt>
          <SoldDt>2023-11-29</SoldDt>
          <GrossSalesPriceAmt>5907</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>3239</CostOrOtherBasisAmt>
          <GainOrLossAmt>2668</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>2668</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Bank of America</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2015-03-16</AcquiredDt>
          <SoldDt>2023-11-29</SoldDt>
          <GrossSalesPriceAmt>2953</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1614</CostOrOtherBasisAmt>
          <GainOrLossAmt>1339</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1339</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Bank of America</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2015-03-20</AcquiredDt>
          <SoldDt>2023-11-29</SoldDt>
          <GrossSalesPriceAmt>1477</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>797</CostOrOtherBasisAmt>
          <GainOrLossAmt>680</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>680</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Bank of America</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2015-03-20</AcquiredDt>
          <SoldDt>2023-11-29</SoldDt>
          <GrossSalesPriceAmt>4430</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2390</CostOrOtherBasisAmt>
          <GainOrLossAmt>2040</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>2040</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Bank of America</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2015-04-06</AcquiredDt>
          <SoldDt>2023-11-29</SoldDt>
          <GrossSalesPriceAmt>5907</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>3117</CostOrOtherBasisAmt>
          <GainOrLossAmt>2790</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>2790</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Blackrock Taxable Muni</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2017-04-10</AcquiredDt>
          <SoldDt>2023-12-01</SoldDt>
          <GrossSalesPriceAmt>7900</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>11305</CostOrOtherBasisAmt>
          <GainOrLossAmt>-3405</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-3405</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Blackrock Taxable Muni</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2018-06-22</AcquiredDt>
          <SoldDt>2023-12-01</SoldDt>
          <GrossSalesPriceAmt>3160</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>4365</CostOrOtherBasisAmt>
          <GainOrLossAmt>-1205</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-1205</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Blackrock Taxable Muni</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2018-07-10</AcquiredDt>
          <SoldDt>2023-12-01</SoldDt>
          <GrossSalesPriceAmt>4740</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>6593</CostOrOtherBasisAmt>
          <GainOrLossAmt>-1853</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-1853</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Blackrock Taxable Muni</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2018-08-02</AcquiredDt>
          <SoldDt>2023-12-01</SoldDt>
          <GrossSalesPriceAmt>3160</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>4403</CostOrOtherBasisAmt>
          <GainOrLossAmt>-1243</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-1243</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Blackrock Taxable Muni</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2018-08-02</AcquiredDt>
          <SoldDt>2023-12-01</SoldDt>
          <GrossSalesPriceAmt>3160</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>4403</CostOrOtherBasisAmt>
          <GainOrLossAmt>-1243</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-1243</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Blackrock Taxable Muni</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2018-08-02</AcquiredDt>
          <SoldDt>2023-12-01</SoldDt>
          <GrossSalesPriceAmt>9480</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>13209</CostOrOtherBasisAmt>
          <GainOrLossAmt>-3729</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-3729</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Blackrock Taxable Muni</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2018-08-10</AcquiredDt>
          <SoldDt>2023-12-01</SoldDt>
          <GrossSalesPriceAmt>1580</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2202</CostOrOtherBasisAmt>
          <GainOrLossAmt>-622</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-622</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Blackrock Taxable Muni</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2018-08-10</AcquiredDt>
          <SoldDt>2023-12-01</SoldDt>
          <GrossSalesPriceAmt>1580</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2202</CostOrOtherBasisAmt>
          <GainOrLossAmt>-622</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-622</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Blackrock Taxable Muni</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2018-09-26</AcquiredDt>
          <SoldDt>2023-12-01</SoldDt>
          <GrossSalesPriceAmt>3160</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>4226</CostOrOtherBasisAmt>
          <GainOrLossAmt>-1066</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-1066</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Blackrock Taxable Muni</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2019-11-13</AcquiredDt>
          <SoldDt>2023-12-01</SoldDt>
          <GrossSalesPriceAmt>1580</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2345</CostOrOtherBasisAmt>
          <GainOrLossAmt>-765</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-765</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Blackrock Taxable Muni</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-02-28</AcquiredDt>
          <SoldDt>2023-12-01</SoldDt>
          <GrossSalesPriceAmt>1580</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2442</CostOrOtherBasisAmt>
          <GainOrLossAmt>-862</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-862</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Select Str Financial</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2013-08-20</AcquiredDt>
          <SoldDt>2023-12-15</SoldDt>
          <GrossSalesPriceAmt>36133</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>19929</CostOrOtherBasisAmt>
          <GainOrLossAmt>16204</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>16204</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Select Str Financial</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2014-01-10</AcquiredDt>
          <SoldDt>2023-12-15</SoldDt>
          <GrossSalesPriceAmt>7227</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>4409</CostOrOtherBasisAmt>
          <GainOrLossAmt>2818</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>2818</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Select Str Financial</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2015-02-24</AcquiredDt>
          <SoldDt>2023-12-15</SoldDt>
          <GrossSalesPriceAmt>7227</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>4911</CostOrOtherBasisAmt>
          <GainOrLossAmt>2316</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>2316</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Select Str Financial</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2015-08-12</AcquiredDt>
          <SoldDt>2023-12-15</SoldDt>
          <GrossSalesPriceAmt>3613</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2492</CostOrOtherBasisAmt>
          <GainOrLossAmt>1121</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1121</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Select Str Financial</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2016-02-04</AcquiredDt>
          <SoldDt>2023-12-15</SoldDt>
          <GrossSalesPriceAmt>3613</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2128</CostOrOtherBasisAmt>
          <GainOrLossAmt>1485</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1485</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Select Str Financial</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2017-01-04</AcquiredDt>
          <SoldDt>2023-12-15</SoldDt>
          <GrossSalesPriceAmt>3613</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2377</CostOrOtherBasisAmt>
          <GainOrLossAmt>1236</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1236</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Select Str Financial</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2017-03-09</AcquiredDt>
          <SoldDt>2023-12-15</SoldDt>
          <GrossSalesPriceAmt>3613</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2490</CostOrOtherBasisAmt>
          <GainOrLossAmt>1123</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1123</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Select Str Financial</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2017-03-09</AcquiredDt>
          <SoldDt>2023-12-15</SoldDt>
          <GrossSalesPriceAmt>3613</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2490</CostOrOtherBasisAmt>
          <GainOrLossAmt>1123</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1123</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Select Str Financial</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2017-04-17</AcquiredDt>
          <SoldDt>2023-12-15</SoldDt>
          <GrossSalesPriceAmt>3613</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2311</CostOrOtherBasisAmt>
          <GainOrLossAmt>1302</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1302</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Select Str Financial</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2017-12-19</AcquiredDt>
          <SoldDt>2023-12-15</SoldDt>
          <GrossSalesPriceAmt>7227</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>5609</CostOrOtherBasisAmt>
          <GainOrLossAmt>1618</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1618</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Select Str Financial</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2018-06-04</AcquiredDt>
          <SoldDt>2023-12-15</SoldDt>
          <GrossSalesPriceAmt>7227</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>5532</CostOrOtherBasisAmt>
          <GainOrLossAmt>1695</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1695</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Select Str Financial</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2018-08-02</AcquiredDt>
          <SoldDt>2023-12-15</SoldDt>
          <GrossSalesPriceAmt>3613</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2798</CostOrOtherBasisAmt>
          <GainOrLossAmt>815</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>815</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Select Str Financial</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2021-10-08</AcquiredDt>
          <SoldDt>2023-12-15</SoldDt>
          <GrossSalesPriceAmt>3613</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>3892</CostOrOtherBasisAmt>
          <GainOrLossAmt>-279</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-279</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>Select Str Financial</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-02-24</AcquiredDt>
          <SoldDt>2023-12-15</SoldDt>
          <GrossSalesPriceAmt>3613</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>3927</CostOrOtherBasisAmt>
          <GainOrLossAmt>-314</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-314</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapitalGainNetIncomeAmt>155671</CapitalGainNetIncomeAmt>
        <NetShortTermCapitalGainLossAmt>76177</NetShortTermCapitalGainLossAmt>
      </CapGainsLossTxInvstIncmDetail>
      <ExciseTaxBasedOnInvstIncmGrp>
        <InvestmentIncomeExciseTaxAmt>2642</InvestmentIncomeExciseTaxAmt>
        <SubtotalAmt>2642</SubtotalAmt>
        <TaxBasedOnInvestmentIncomeAmt>2642</TaxBasedOnInvestmentIncomeAmt>
        <EsPenaltyAmt>22</EsPenaltyAmt>
        <TaxDueAmt>2664</TaxDueAmt>
      </ExciseTaxBasedOnInvstIncmGrp>
      <StatementsRegardingActyGrp>
        <LegislativePoliticalActyInd>false</LegislativePoliticalActyInd>
        <MoreThan100SpentInd>false</MoreThan100SpentInd>
        <Form1120POLFiledInd>false</Form1120POLFiledInd>
        <ActivitiesNotPreviouslyRptInd>false</ActivitiesNotPreviouslyRptInd>
        <ChangesToArticlesOrBylawsInd>false</ChangesToArticlesOrBylawsInd>
        <UnrelatedBusIncmOverLimitInd>false</UnrelatedBusIncmOverLimitInd>
        <Section508eRqrSatisfiedInd>false</Section508eRqrSatisfiedInd>
        <AtLeast5000InAssetsInd>true</AtLeast5000InAssetsInd>
        <OrgReportOrRegisterStateCd>MA</OrgReportOrRegisterStateCd>
        <Form990PFFiledWithAttyGenInd>true</Form990PFFiledWithAttyGenInd>
        <PrivateOperatingFoundationInd>false</PrivateOperatingFoundationInd>
        <NewSubstantialContributorsInd>false</NewSubstantialContributorsInd>
        <OwnControlledEntityInd>false</OwnControlledEntityInd>
        <DonorAdvisedFundInd>false</DonorAdvisedFundInd>
        <ComplyWithPublicInspRqrInd>true</ComplyWithPublicInspRqrInd>
        <WebsiteAddressTxt>N/A</WebsiteAddressTxt>
        <PersonsWithBooksName>
          <BusinessNameLine1Txt>Law Offices of Kathleen Fowler</BusinessNameLine1Txt>
        </PersonsWithBooksName>
        <PhoneNum>5083856263</PhoneNum>
        <LocationOfBooksUSAddress>
          <AddressLine1Txt>586 Main St PO Box 2018</AddressLine1Txt>
          <CityNm>Dennis</CityNm>
          <StateAbbreviationCd>MA</StateAbbreviationCd>
          <ZIPCd>02638</ZIPCd>
        </LocationOfBooksUSAddress>
        <ForeignAccountsQuestionInd>false</ForeignAccountsQuestionInd>
      </StatementsRegardingActyGrp>
      <StatementsRegardingActy4720Grp>
        <SaleOrExchDisqualifiedPrsnInd>false</SaleOrExchDisqualifiedPrsnInd>
        <BrrwOrLendDisqualifiedPrsnInd>false</BrrwOrLendDisqualifiedPrsnInd>
        <FurnGoodsDisqualifiedPrsnInd>false</FurnGoodsDisqualifiedPrsnInd>
        <PayCompDisqualifiedPrsnInd>false</PayCompDisqualifiedPrsnInd>
        <TransferAstDisqualifiedPrsnInd>false</TransferAstDisqualifiedPrsnInd>
        <PaymentToGovernmentOfficialInd>false</PaymentToGovernmentOfficialInd>
        <UncorrectedPriorActsInd>false</UncorrectedPriorActsInd>
        <UndistributedIncomePYInd>false</UndistributedIncomePYInd>
        <BusinessHoldingsInd>false</BusinessHoldingsInd>
        <JeopardyInvestmentsInd>false</JeopardyInvestmentsInd>
        <UncorrectedPYJeopardyInvstInd>false</UncorrectedPYJeopardyInvstInd>
        <InfluenceLegislationInd>true</InfluenceLegislationInd>
        <InfluenceElectionInd>false</InfluenceElectionInd>
        <GrantsToIndividualsInd>false</GrantsToIndividualsInd>
        <GrantsToOrganizationsInd>false</GrantsToOrganizationsInd>
        <NoncharitablePurposeInd>false</NoncharitablePurposeInd>
        <RcvFndsToPayPrsnlBnftCntrctInd>false</RcvFndsToPayPrsnlBnftCntrctInd>
        <PayPremiumsPrsnlBnftCntrctInd>false</PayPremiumsPrsnlBnftCntrctInd>
        <ProhibitedTaxShelterTransInd>false</ProhibitedTaxShelterTransInd>
        <SubjToTaxRmnrtnExPrchtPymtInd>false</SubjToTaxRmnrtnExPrchtPymtInd>
      </StatementsRegardingActy4720Grp>
      <OfficerDirTrstKeyEmplInfoGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>Philip Trackman</PersonNm>
          <USAddress>
            <AddressLine1Txt>13 Ash St</AddressLine1Txt>
            <CityNm>Cambridge</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02138</ZIPCd>
          </USAddress>
          <TitleTxt>President, Director</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>000.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>Kathleen Fowler</PersonNm>
          <USAddress>
            <AddressLine1Txt>586 Main St PO Box 2018</AddressLine1Txt>
            <CityNm>Dennis</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02638</ZIPCd>
          </USAddress>
          <TitleTxt>Treasurer, Director, Asst Clerk</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>000.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>Leslie B Shea</PersonNm>
          <USAddress>
            <AddressLine1Txt>1 Hollis St Ste 410</AddressLine1Txt>
            <CityNm>Wellesley</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02482</ZIPCd>
          </USAddress>
          <TitleTxt>Clerk, Director</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>000.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>Stephen Trackman</PersonNm>
          <USAddress>
            <AddressLine1Txt>124 Delissa Ct</AddressLine1Txt>
            <CityNm>Stateline</CityNm>
            <StateAbbreviationCd>NV</StateAbbreviationCd>
            <ZIPCd>89449</ZIPCd>
          </USAddress>
          <TitleTxt>Director</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>000.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
        </OfficerDirTrstKeyEmplGrp>
        <CompOfHghstPdEmplOrNONETxt>NONE</CompOfHghstPdEmplOrNONETxt>
        <CompOfHghstPdCntrctOrNONETxt>NONE</CompOfHghstPdCntrctOrNONETxt>
      </OfficerDirTrstKeyEmplInfoGrp>
      <SummaryOfDirectChrtblActyGrp>
        <Description1Txt>Not applicable</Description1Txt>
        <Expenses1Amt>0</Expenses1Amt>
      </SummaryOfDirectChrtblActyGrp>
      <SumOfProgramRelatedInvstGrp>
        <Description1Txt>Not applicable</Description1Txt>
      </SumOfProgramRelatedInvstGrp>
      <MinimumInvestmentReturnGrp>
        <AverageMonthlyFMVOfSecAmt>1715792</AverageMonthlyFMVOfSecAmt>
        <AverageMonthlyCashBalancesAmt>353096</AverageMonthlyCashBalancesAmt>
        <FMVAllOtherNoncharitableAstAmt>2666</FMVAllOtherNoncharitableAstAmt>
        <TotalFMVOfUnusedAssetsAmt>2071554</TotalFMVOfUnusedAssetsAmt>
        <AdjustedTotalFMVOfUnusedAstAmt>2071554</AdjustedTotalFMVOfUnusedAstAmt>
        <CashDeemedCharitableAmt>31073</CashDeemedCharitableAmt>
        <NetVlNoncharitableAssetsAmt>2040481</NetVlNoncharitableAssetsAmt>
        <MinimumInvestmentReturnAmt>102024</MinimumInvestmentReturnAmt>
      </MinimumInvestmentReturnGrp>
      <DistributableAmountGrp>
        <MinimumInvestmentReturnAmt>102024</MinimumInvestmentReturnAmt>
        <TaxBasedOnInvestmentIncomeAmt>2642</TaxBasedOnInvestmentIncomeAmt>
        <TotalTaxAmt>2642</TotalTaxAmt>
        <DistributableBeforeAdjAmt>99382</DistributableBeforeAdjAmt>
        <DistributableBeforeDedAmt>99382</DistributableBeforeDedAmt>
        <DistributableAsAdjustedAmt>99382</DistributableAsAdjustedAmt>
      </DistributableAmountGrp>
      <PFQualifyingDistributionsGrp>
        <ExpensesAndContributionsAmt referenceDocumentId="990PF:151">100945</ExpensesAndContributionsAmt>
        <QualifyingDistributionsAmt>100945</QualifyingDistributionsAmt>
      </PFQualifyingDistributionsGrp>
      <UndistributedIncomeGrp>
        <DistributableAsAdjustedAmt>99382</DistributableAsAdjustedAmt>
        <ExcessDistributionCyovYr3Amt>2618</ExcessDistributionCyovYr3Amt>
        <TotalExcessDistributionCyovAmt>2618</TotalExcessDistributionCyovAmt>
        <QualifyingDistributionsAmt>100945</QualifyingDistributionsAmt>
        <AppliedToCurrentYearAmt>99382</AppliedToCurrentYearAmt>
        <RemainingDistriFromCorpusAmt>1563</RemainingDistriFromCorpusAmt>
        <TotalCorpusAmt>4181</TotalCorpusAmt>
        <UndistributedIncomeCYAmt>0</UndistributedIncomeCYAmt>
        <ExcessDistriCyovToNextYrAmt>4181</ExcessDistriCyovToNextYrAmt>
        <ExcessFromYear3Amt>2618</ExcessFromYear3Amt>
        <ExcessFromCurrentYearAmt>1563</ExcessFromCurrentYearAmt>
      </UndistributedIncomeGrp>
      <SupplementaryInformationGrp>
        <ContributingManagerNm>Philip Trackman</ContributingManagerNm>
        <ShareholderManagerNm>None</ShareholderManagerNm>
        <OnlyContriToPreselectedInd>X</OnlyContriToPreselectedInd>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>Cape &amp; Islands Chamber Music Festival</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>PO Box 1934</AddressLine1Txt>
            <CityNm>North Eastham</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02651</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Arts</GrantOrContributionPurposeTxt>
          <Amt>700</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>WBUR</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>890 Commonweaalth Ave</AddressLine1Txt>
            <CityNm>Boston</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02215</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Arts</GrantOrContributionPurposeTxt>
          <Amt>650</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>Union of Concerned Scientists</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>2 Brattle Square</AddressLine1Txt>
            <CityNm>Cambridge</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02338</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Education</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>American Association for the Adv of Science</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1200 New York Ave NW</AddressLine1Txt>
            <CityNm>Washington</CityNm>
            <StateAbbreviationCd>DC</StateAbbreviationCd>
            <ZIPCd>20005</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Education</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>MA Audubon Society</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>208 S Great Rd</AddressLine1Txt>
            <CityNm>Lincoln</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>01773</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Environment</GrantOrContributionPurposeTxt>
          <Amt>1000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>Nature Conservancy National</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>4245 North Fairfax Drive Suite 100</AddressLine1Txt>
            <CityNm>Arlington</CityNm>
            <StateAbbreviationCd>VA</StateAbbreviationCd>
            <ZIPCd>22203</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Environment</GrantOrContributionPurposeTxt>
          <Amt>1000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>American Red Cross</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>2025 E Street NW</AddressLine1Txt>
            <CityNm>Washington</CityNm>
            <StateAbbreviationCd>DC</StateAbbreviationCd>
            <ZIPCd>20006</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Humanitarian</GrantOrContributionPurposeTxt>
          <Amt>6000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>Doctors Without Borders</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>333 7th Ave 2nd Floor</AddressLine1Txt>
            <CityNm>New York</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>10001</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Humanitarian</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>US Fund for Unicef</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>125 Maiden Lane</AddressLine1Txt>
            <CityNm>New York</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>10038</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Humanitarian</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>Heifer International</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1 World Ave</AddressLine1Txt>
            <CityNm>Little Rock</CityNm>
            <StateAbbreviationCd>AR</StateAbbreviationCd>
            <ZIPCd>72202</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Humanitarian</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>American Diabetes Association</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1701 North Beauregard St</AddressLine1Txt>
            <CityNm>Alexandria</CityNm>
            <StateAbbreviationCd>VA</StateAbbreviationCd>
            <ZIPCd>22311</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Medical</GrantOrContributionPurposeTxt>
          <Amt>2000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>American Cancer Society</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>250 Williams St NW</AddressLine1Txt>
            <CityNm>Atlanta</CityNm>
            <StateAbbreviationCd>GA</StateAbbreviationCd>
            <ZIPCd>30303</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Medical</GrantOrContributionPurposeTxt>
          <Amt>1500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>American Heart Association</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>7272 Greenville Ave</AddressLine1Txt>
            <CityNm>Dallas</CityNm>
            <StateAbbreviationCd>TX</StateAbbreviationCd>
            <ZIPCd>75231</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Medical</GrantOrContributionPurposeTxt>
          <Amt>1500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>Planned Parenthood Federation - MA</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1055 Commonwealth Ave</AddressLine1Txt>
            <CityNm>Boston</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02215</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Social</GrantOrContributionPurposeTxt>
          <Amt>12000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>Greater Boston Food Bank</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>70 South Bay Ave</AddressLine1Txt>
            <CityNm>Boston</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02118</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Social</GrantOrContributionPurposeTxt>
          <Amt>1000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>UC Davis Foundation - Health Sciences Development</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>PO Box 160186</AddressLine1Txt>
            <CityNm>Sacramento</CityNm>
            <StateAbbreviationCd>CA</StateAbbreviationCd>
            <ZIPCd>95816</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Medical</GrantOrContributionPurposeTxt>
          <Amt>3000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>Habitat for Humanity</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1 World Ave</AddressLine1Txt>
            <CityNm>Little Rock</CityNm>
            <StateAbbreviationCd>AR</StateAbbreviationCd>
            <ZIPCd>72202</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Social</GrantOrContributionPurposeTxt>
          <Amt>3000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>Southern Poverty Law Center</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>400 Washington Ave</AddressLine1Txt>
            <CityNm>Montgomery</CityNm>
            <StateAbbreviationCd>AL</StateAbbreviationCd>
            <ZIPCd>36104</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Social</GrantOrContributionPurposeTxt>
          <Amt>15000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>Partners in Health</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>800 Boylston St Suite 300</AddressLine1Txt>
            <CityNm>Boston</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02199</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Medical</GrantOrContributionPurposeTxt>
          <Amt>3500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>Cambridge Community Foundation</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>99 Bishop Allen Drive</AddressLine1Txt>
            <CityNm>Cambridge</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02139</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Social</GrantOrContributionPurposeTxt>
          <Amt>3000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>College of Wooster</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1189 Beall Ave</AddressLine1Txt>
            <CityNm>Wooster</CityNm>
            <StateAbbreviationCd>OH</StateAbbreviationCd>
            <ZIPCd>44691</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Education</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>Creative Action Institute</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>240 County Rd</AddressLine1Txt>
            <CityNm>Ipswich</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>01938</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Social</GrantOrContributionPurposeTxt>
          <Amt>11000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>WCRB</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>One Guest St</AddressLine1Txt>
            <CityNm>Boston</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02135</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Arts</GrantOrContributionPurposeTxt>
          <Amt>650</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>Pound Hounds</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>PO Box 212</AddressLine1Txt>
            <CityNm>Boston</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>01740</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Environment</GrantOrContributionPurposeTxt>
          <Amt>1000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>WGBH</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>800 3rd Ave</AddressLine1Txt>
            <CityNm>New York</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>10022</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Arts</GrantOrContributionPurposeTxt>
          <Amt>1000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>Boston Symphony Orchestra</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>301 Massachusetts Ave</AddressLine1Txt>
            <CityNm>Boston</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02115</ZIPCd>
          </RecipientUSAddress>
          <GrantOrContributionPurposeTxt>Arts</GrantOrContributionPurposeTxt>
          <Amt>1000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <TotalGrantOrContriPdDurYrAmt>99500</TotalGrantOrContriPdDurYrAmt>
      </SupplementaryInformationGrp>
      <AnalysisIncomeProducingActyGrp>
        <IntOnSavAndTempCashInvstGrp>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>1547</ExclusionAmt>
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        <TotalIncomeProducingActyAmt>192661</TotalIncomeProducingActyAmt>
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      <TrnsfrTransRlnNonchrtblEOGrp>
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        <TrnsfrOtherAssetNonchrtblEOInd>false</TrnsfrOtherAssetNonchrtblEOInd>
        <SalesOrExchangesOfAssetsInd>false</SalesOrExchangesOfAssetsInd>
        <PurchaseOfAssetsNonchrtblEOInd>false</PurchaseOfAssetsNonchrtblEOInd>
        <RentalOfFacilitiesOthAssetsInd>false</RentalOfFacilitiesOthAssetsInd>
        <ReimbursementArrangementsInd>false</ReimbursementArrangementsInd>
        <LoansOrLoanGuaranteesInd>false</LoansOrLoanGuaranteesInd>
        <PerformanceOfServicesEtcInd>false</PerformanceOfServicesEtcInd>
        <SharingOfFacilitiesEtcInd>false</SharingOfFacilitiesEtcInd>
        <RelationshipsNonchrtblEOInd>false</RelationshipsNonchrtblEOInd>
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    </AccountingFeesSchedule>
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        <StockNm>Charles Schwab - acct 6186-4869 - Equities</StockNm>
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    <LegalFeesSchedule documentId="990PF:111" softwareId="23017659" softwareVersionNum="23.1.0.0"></LegalFeesSchedule>
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      <OtherExpensesScheduleGrp>
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</Return>