﻿<?xml version="1.0" encoding="utf-8"?>
<Return xmlns="http://www.irs.gov/efile" returnVersion="2024v5.1">
  <ReturnHeader binaryAttachmentCnt="0">
    <ReturnTs>2025-06-14T15:06:04-04:00</ReturnTs>
    <TaxPeriodEndDt>2025-04-30</TaxPeriodEndDt>
    <PreparerFirmGrp>
      <PreparerFirmEIN>850351059</PreparerFirmEIN>
      <PreparerFirmName>
        <BusinessNameLine1Txt>DICK SATTER CPA PC</BusinessNameLine1Txt>
      </PreparerFirmName>
      <PreparerUSAddress>
        <AddressLine1Txt>1508 PINNACLE VIEW DR NE</AddressLine1Txt>
        <CityNm>Albuquerque</CityNm>
        <StateAbbreviationCd>NM</StateAbbreviationCd>
        <ZIPCd>87112</ZIPCd>
      </PreparerUSAddress>
    </PreparerFirmGrp>
    <ReturnTypeCd>990PF</ReturnTypeCd>
    <TaxPeriodBeginDt>2024-05-01</TaxPeriodBeginDt>
    <Filer>
      <EIN>222986191</EIN>
      <BusinessName>
        <BusinessNameLine1Txt>THE RUTH &amp; ROBERT SATTER CHARITABLE TRUST</BusinessNameLine1Txt>
      </BusinessName>
      <InCareOfNm>% RICHARD SATTER</InCareOfNm>
      <BusinessNameControlTxt>RUTH</BusinessNameControlTxt>
      <PhoneNum>5052359559</PhoneNum>
      <USAddress>
        <AddressLine1Txt>1508 PINNACLE VIEW DR NE</AddressLine1Txt>
        <CityNm>Albuquerque</CityNm>
        <StateAbbreviationCd>NM</StateAbbreviationCd>
        <ZIPCd>871126531</ZIPCd>
      </USAddress>
    </Filer>
    <BusinessOfficerGrp>
      <PersonNm>RICHARD SATTER CPA</PersonNm>
      <PersonTitleTxt>TRUSTEE</PersonTitleTxt>
      <PhoneNum>5052359559</PhoneNum>
      <SignatureDt>2025-06-14</SignatureDt>
      <DiscussWithPaidPreparerInd>false</DiscussWithPaidPreparerInd>
    </BusinessOfficerGrp>
    <IRSResponsiblePrtyInfoCurrInd>true</IRSResponsiblePrtyInfoCurrInd>
    <PreparerPersonGrp>
      <PreparerPersonNm>DICK SATTER</PreparerPersonNm>
      <PTIN>P00434226</PTIN>
      <PhoneNum>5052359559</PhoneNum>
      <PreparationDt>2025-06-14</PreparationDt>
      <SelfEmployedInd>X</SelfEmployedInd>
    </PreparerPersonGrp>
    <TaxYr>2024</TaxYr>
    <BuildTS>2025-03-06 01:10:19Z</BuildTS>
  </ReturnHeader>
  <ReturnData documentCnt="8">
    <IRS990PF documentId="IRS990PF">
      <Organization501c3ExemptPFInd>X</Organization501c3ExemptPFInd>
      <FMVAssetsEOYAmt>565246</FMVAssetsEOYAmt>
      <MethodOfAccountingCashInd>X</MethodOfAccountingCashInd>
      <AnalysisOfRevenueAndExpenses>
        <ScheduleBNotRequiredInd>X</ScheduleBNotRequiredInd>
        <InterestOnSavRevAndExpnssAmt>1399</InterestOnSavRevAndExpnssAmt>
        <InterestOnSavNetInvstIncmAmt>1399</InterestOnSavNetInvstIncmAmt>
        <DividendsRevAndExpnssAmt>17473</DividendsRevAndExpnssAmt>
        <DividendsNetInvstIncmAmt>17473</DividendsNetInvstIncmAmt>
        <NetGainSaleAstRevAndExpnssAmt>21454</NetGainSaleAstRevAndExpnssAmt>
        <GrossSalesPriceAmt>142454</GrossSalesPriceAmt>
        <CapGainNetIncmNetInvstIncmAmt>21454</CapGainNetIncmNetInvstIncmAmt>
        <NetSTCapitalGainAdjNetIncmAmt>1750</NetSTCapitalGainAdjNetIncmAmt>
        <OtherIncomeRevAndExpnssAmt referenceDocumentId="STM106">251</OtherIncomeRevAndExpnssAmt>
        <OtherIncomeNetInvstIncmAmt>251</OtherIncomeNetInvstIncmAmt>
        <TotalRevAndExpnssAmt>40577</TotalRevAndExpnssAmt>
        <TotalNetInvstIncmAmt>40577</TotalNetInvstIncmAmt>
        <TotalAdjNetIncmAmt>1750</TotalAdjNetIncmAmt>
        <OtherExpensesRevAndExpnssAmt referenceDocumentId="STM103">143</OtherExpensesRevAndExpnssAmt>
        <OtherExpensesNetInvstIncmAmt>143</OtherExpensesNetInvstIncmAmt>
        <TotOprExpensesRevAndExpnssAmt>143</TotOprExpensesRevAndExpnssAmt>
        <TotOprExpensesNetInvstIncmAmt>143</TotOprExpensesNetInvstIncmAmt>
        <TotOprExpensesDsbrsChrtblAmt>0</TotOprExpensesDsbrsChrtblAmt>
        <ContriPaidRevAndExpnssAmt>40000</ContriPaidRevAndExpnssAmt>
        <ContriPaidDsbrsChrtblAmt>40000</ContriPaidDsbrsChrtblAmt>
        <TotalExpensesRevAndExpnssAmt>40143</TotalExpensesRevAndExpnssAmt>
        <TotalExpensesNetInvstIncmAmt>143</TotalExpensesNetInvstIncmAmt>
        <TotalExpensesDsbrsChrtblAmt>40000</TotalExpensesDsbrsChrtblAmt>
        <ExcessRevenueOverExpensesAmt>434</ExcessRevenueOverExpensesAmt>
        <NetInvestmentIncomeAmt>40434</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>1750</AdjustedNetIncomeAmt>
      </AnalysisOfRevenueAndExpenses>
      <Form990PFBalanceSheetsGrp>
        <CashBOYAmt>934</CashBOYAmt>
        <CashEOYAmt>2881</CashEOYAmt>
        <CashEOYFMVAmt>2881</CashEOYFMVAmt>
        <SavAndTempCashInvstBOYAmt>6767</SavAndTempCashInvstBOYAmt>
        <SavAndTempCashInvstEOYAmt>66908</SavAndTempCashInvstEOYAmt>
        <SavAndTempCashInvstEOYFMVAmt>66908</SavAndTempCashInvstEOYFMVAmt>
        <USGovernmentObligationsBOYAmt>85959</USGovernmentObligationsBOYAmt>
        <USGovernmentObligationsEOYAmt referenceDocumentId="STM136">0</USGovernmentObligationsEOYAmt>
        <CorporateStockBOYAmt>443642</CorporateStockBOYAmt>
        <CorporateStockEOYAmt referenceDocumentId="STM137">488871</CorporateStockEOYAmt>
        <CorporateStockEOYFMVAmt>488871</CorporateStockEOYFMVAmt>
        <OtherInvestmentsBOYAmt>5748</OtherInvestmentsBOYAmt>
        <OtherInvestmentsEOYAmt referenceDocumentId="STM118">6586</OtherInvestmentsEOYAmt>
        <OtherInvestmentsEOYFMVAmt>6586</OtherInvestmentsEOYFMVAmt>
        <TotalAssetsBOYAmt>543050</TotalAssetsBOYAmt>
        <TotalAssetsEOYAmt>565246</TotalAssetsEOYAmt>
        <TotalAssetsEOYFMVAmt>565246</TotalAssetsEOYFMVAmt>
        <TotalLiabilitiesBOYAmt>0</TotalLiabilitiesBOYAmt>
        <TotalLiabilitiesEOYAmt>0</TotalLiabilitiesEOYAmt>
        <OrgDoesNotFollowFASB117Ind>X</OrgDoesNotFollowFASB117Ind>
        <RetainedEarningBOYAmt>543050</RetainedEarningBOYAmt>
        <RetainedEarningEOYAmt>565246</RetainedEarningEOYAmt>
        <TotNetAstOrFundBalancesBOYAmt>543050</TotNetAstOrFundBalancesBOYAmt>
        <TotNetAstOrFundBalancesEOYAmt>565246</TotNetAstOrFundBalancesEOYAmt>
        <TotalLiabilitiesNetAstBOYAmt>543050</TotalLiabilitiesNetAstBOYAmt>
        <TotalLiabilitiesNetAstEOYAmt>565246</TotalLiabilitiesNetAstEOYAmt>
      </Form990PFBalanceSheetsGrp>
      <ChgInNetAssetsFundBalancesGrp>
        <TotNetAstOrFundBalancesBOYAmt>543050</TotNetAstOrFundBalancesBOYAmt>
        <ExcessRevenueOverExpensesAmt>434</ExcessRevenueOverExpensesAmt>
        <OtherIncreasesAmt referenceDocumentId="STM115">22072</OtherIncreasesAmt>
        <SubtotalAmt>565556</SubtotalAmt>
        <OtherDecreasesAmt referenceDocumentId="STM116">310</OtherDecreasesAmt>
        <TotNetAstOrFundBalancesEOYAmt>565246</TotNetAstOrFundBalancesEOYAmt>
      </ChgInNetAssetsFundBalancesGrp>
      <CapGainsLossTxInvstIncmDetail>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>CAP GAIN DISTRIBUTIONS</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2021-12-31</AcquiredDt>
          <SoldDt>2024-12-31</SoldDt>
          <GrossSalesPriceAmt>16516</GrossSalesPriceAmt>
          <GainOrLossAmt>16516</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>16516</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>ST MUTUAL FUND DISTRIBUTIONS</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-12-01</AcquiredDt>
          <SoldDt>2024-12-31</SoldDt>
          <GrossSalesPriceAmt>1750</GrossSalesPriceAmt>
          <GainOrLossAmt>1750</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1750</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>TERRACE CREST LLC-SEC 1231 GAIN</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2015-10-15</AcquiredDt>
          <SoldDt>2024-12-31</SoldDt>
          <GrossSalesPriceAmt>3188</GrossSalesPriceAmt>
          <GainOrLossAmt>3188</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>3188</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>FRST GTY BK-HAMMOND LA-CERT OF DEP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-07-30</AcquiredDt>
          <SoldDt>2024-12-09</SoldDt>
          <GrossSalesPriceAmt>35000</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>35000</CostOrOtherBasisAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>JP MORG CHASE BK-CERT OF DEP-REDEMP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-11-15</AcquiredDt>
          <SoldDt>2024-07-29</SoldDt>
          <GrossSalesPriceAmt>50000</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>50000</CostOrOtherBasisAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>JP MORG CHASE BK-CERT OF DEP-REDEMP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-03-04</AcquiredDt>
          <SoldDt>2024-09-16</SoldDt>
          <GrossSalesPriceAmt>36000</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>36000</CostOrOtherBasisAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapitalGainNetIncomeAmt>21454</CapitalGainNetIncomeAmt>
        <NetShortTermCapitalGainLossAmt>1750</NetShortTermCapitalGainLossAmt>
      </CapGainsLossTxInvstIncmDetail>
      <ExciseTaxBasedOnInvstIncmGrp>
        <InvestmentIncomeExciseTaxAmt>562</InvestmentIncomeExciseTaxAmt>
        <TaxUnderSection511Amt>0</TaxUnderSection511Amt>
        <SubtotalAmt>562</SubtotalAmt>
        <SubtitleATaxAmt>0</SubtitleATaxAmt>
        <TaxBasedOnInvestmentIncomeAmt>562</TaxBasedOnInvestmentIncomeAmt>
        <TaxDueAmt>562</TaxDueAmt>
      </ExciseTaxBasedOnInvstIncmGrp>
      <StatementsRegardingActyGrp>
        <LegislativePoliticalActyInd>false</LegislativePoliticalActyInd>
        <MoreThan100SpentInd>false</MoreThan100SpentInd>
        <Form1120POLFiledInd>false</Form1120POLFiledInd>
        <ActivitiesNotPreviouslyRptInd>false</ActivitiesNotPreviouslyRptInd>
        <ChangesToArticlesOrBylawsInd>false</ChangesToArticlesOrBylawsInd>
        <UnrelatedBusIncmOverLimitInd>false</UnrelatedBusIncmOverLimitInd>
        <OrganizationDissolvedEtcInd>false</OrganizationDissolvedEtcInd>
        <Section508eRqrSatisfiedInd>true</Section508eRqrSatisfiedInd>
        <AtLeast5000InAssetsInd>true</AtLeast5000InAssetsInd>
        <PrivateOperatingFoundationInd>false</PrivateOperatingFoundationInd>
        <NewSubstantialContributorsInd>false</NewSubstantialContributorsInd>
        <OwnControlledEntityInd>false</OwnControlledEntityInd>
        <DonorAdvisedFundInd>false</DonorAdvisedFundInd>
        <ComplyWithPublicInspRqrInd>true</ComplyWithPublicInspRqrInd>
        <IndividualWithBooksNm>RICHARD SATTER</IndividualWithBooksNm>
        <PhoneNum>5052359559</PhoneNum>
        <LocationOfBooksUSAddress>
          <AddressLine1Txt>1508 PINNACLE VIEW DR NE</AddressLine1Txt>
          <CityNm>ALBUQUERQUE</CityNm>
          <StateAbbreviationCd>NM</StateAbbreviationCd>
          <ZIPCd>87112</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>
        <UndistrIncmSect4942a2NotAppInd>false</UndistrIncmSect4942a2NotAppInd>
        <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>
        <PayPremiumsPrsnlBnftCntrctInd>false</PayPremiumsPrsnlBnftCntrctInd>
        <ProhibitedTaxShelterTransInd>false</ProhibitedTaxShelterTransInd>
        <SubjToTaxRmnrtnExPrchtPymtInd>false</SubjToTaxRmnrtnExPrchtPymtInd>
      </StatementsRegardingActy4720Grp>
      <OfficerDirTrstKeyEmplInfoGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>RICHARD SATTER</PersonNm>
          <USAddress>
            <AddressLine1Txt>1508 PINNACLE VIEW DR NE</AddressLine1Txt>
            <CityNm>ALBUQUERQUE</CityNm>
            <StateAbbreviationCd>NM</StateAbbreviationCd>
            <ZIPCd>87112</ZIPCd>
          </USAddress>
          <TitleTxt>TRUSTEE</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>0.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>MIMI C SATTER</PersonNm>
          <USAddress>
            <AddressLine1Txt>7120 FRANK LONG RD</AddressLine1Txt>
            <CityNm>JAMESVILLE</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>13078</ZIPCd>
          </USAddress>
          <TitleTxt>TRUSTEE</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>0.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>SHOSHANA HOOSE</PersonNm>
          <USAddress>
            <AddressLine1Txt>65 MCAULEY WAY UNIT 503</AddressLine1Txt>
            <CityNm>Portland</CityNm>
            <StateAbbreviationCd>ME</StateAbbreviationCd>
            <ZIPCd>04103</ZIPCd>
          </USAddress>
          <TitleTxt>TRUSTEE</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>0.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>JANE SATTER</PersonNm>
          <USAddress>
            <AddressLine1Txt>7014 PINE HILL RD</AddressLine1Txt>
            <CityNm>DURHAM</CityNm>
            <StateAbbreviationCd>NC</StateAbbreviationCd>
            <ZIPCd>27707</ZIPCd>
          </USAddress>
          <TitleTxt>TRUSTEE</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>0.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <CompOfHghstPdEmplOrNONETxt>NONE</CompOfHghstPdEmplOrNONETxt>
        <OtherEmployeePaidOver50kCnt>0</OtherEmployeePaidOver50kCnt>
        <CompOfHghstPdCntrctOrNONETxt>NONE</CompOfHghstPdCntrctOrNONETxt>
      </OfficerDirTrstKeyEmplInfoGrp>
      <SummaryOfDirectChrtblActyGrp>
        <Description1Txt>DONATIONS TO 501C3 ORGANIZATIONS</Description1Txt>
        <Expenses1Amt>40000</Expenses1Amt>
      </SummaryOfDirectChrtblActyGrp>
      <SumOfProgramRelatedInvstGrp>
        <TotalAmt>0</TotalAmt>
      </SumOfProgramRelatedInvstGrp>
      <MinimumInvestmentReturnGrp>
        <AverageMonthlyFMVOfSecAmt>509236</AverageMonthlyFMVOfSecAmt>
        <AverageMonthlyCashBalancesAmt>38745</AverageMonthlyCashBalancesAmt>
        <FMVAllOtherNoncharitableAstAmt>6167</FMVAllOtherNoncharitableAstAmt>
        <TotalFMVOfUnusedAssetsAmt>554148</TotalFMVOfUnusedAssetsAmt>
        <ReductionClaimedAmt>0</ReductionClaimedAmt>
        <AcquisitionIndebtednessAmt>0</AcquisitionIndebtednessAmt>
        <AdjustedTotalFMVOfUnusedAstAmt>554148</AdjustedTotalFMVOfUnusedAstAmt>
        <CashDeemedCharitableAmt>8312</CashDeemedCharitableAmt>
        <NetVlNoncharitableAssetsAmt>545836</NetVlNoncharitableAssetsAmt>
        <MinimumInvestmentReturnAmt>27292</MinimumInvestmentReturnAmt>
      </MinimumInvestmentReturnGrp>
      <DistributableAmountGrp>
        <MinimumInvestmentReturnAmt>27292</MinimumInvestmentReturnAmt>
        <TaxBasedOnInvestmentIncomeAmt>562</TaxBasedOnInvestmentIncomeAmt>
        <TotalTaxAmt>562</TotalTaxAmt>
        <DistributableBeforeAdjAmt>26730</DistributableBeforeAdjAmt>
        <DistributableBeforeDedAmt>26730</DistributableBeforeDedAmt>
        <DistributableAsAdjustedAmt>26730</DistributableAsAdjustedAmt>
      </DistributableAmountGrp>
      <PFQualifyingDistributionsGrp>
        <ExpensesAndContributionsAmt>40000</ExpensesAndContributionsAmt>
        <QualifyingDistributionsAmt>40000</QualifyingDistributionsAmt>
      </PFQualifyingDistributionsGrp>
      <UndistributedIncomeGrp>
        <DistributableAsAdjustedAmt>26730</DistributableAsAdjustedAmt>
        <ExcessDistributionCyovYr4Amt>52756</ExcessDistributionCyovYr4Amt>
        <ExcessDistributionCyovYr3Amt>8230</ExcessDistributionCyovYr3Amt>
        <ExcessDistributionCyovYr2Amt>3188</ExcessDistributionCyovYr2Amt>
        <ExcessDistributionCyovYr1Amt>13855</ExcessDistributionCyovYr1Amt>
        <TotalExcessDistributionCyovAmt>78029</TotalExcessDistributionCyovAmt>
        <QualifyingDistributionsAmt>40000</QualifyingDistributionsAmt>
        <AppliedToCurrentYearAmt>26730</AppliedToCurrentYearAmt>
        <RemainingDistriFromCorpusAmt>13270</RemainingDistriFromCorpusAmt>
        <TotalCorpusAmt>91299</TotalCorpusAmt>
        <UndistributedIncomeCYAmt>0</UndistributedIncomeCYAmt>
        <ExcessDistriCyovToNextYrAmt>91299</ExcessDistriCyovToNextYrAmt>
        <ExcessFromYear4Amt>52756</ExcessFromYear4Amt>
        <ExcessFromYear3Amt>8230</ExcessFromYear3Amt>
        <ExcessFromYear2Amt>3188</ExcessFromYear2Amt>
        <ExcessFromYear1Amt>13855</ExcessFromYear1Amt>
        <ExcessFromCurrentYearAmt>13270</ExcessFromCurrentYearAmt>
      </UndistributedIncomeGrp>
      <SupplementaryInformationGrp>
        <ContributingManagerNm>NONE</ContributingManagerNm>
        <ShareholderManagerNm>NONE</ShareholderManagerNm>
        <OnlyContriToPreselectedInd>X</OnlyContriToPreselectedInd>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>INTL CONSORTIUM FOR INVES JOURNALIS</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>1730 RHODE ISLAND AVE NW STE 317</AddressLine1Txt>
            <CityNm>Washington</CityNm>
            <StateAbbreviationCd>DC</StateAbbreviationCd>
            <ZIPCd>20036</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>4000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>LOCKER 505 STUDENTS CLOTHING BANK</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 94735</AddressLine1Txt>
            <CityNm>Albuquerque</CityNm>
            <StateAbbreviationCd>NM</StateAbbreviationCd>
            <ZIPCd>87199</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>667</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>SEATTLE SYMPHONY</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>200 UNIVERSITY ST</AddressLine1Txt>
            <CityNm>Seattle</CityNm>
            <StateAbbreviationCd>WA</StateAbbreviationCd>
            <ZIPCd>98101</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>1200</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>FAME</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>4553 CRIMSONWOOD DR</AddressLine1Txt>
            <CityNm>Redding</CityNm>
            <StateAbbreviationCd>CA</StateAbbreviationCd>
            <ZIPCd>96001</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>3000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>CHESAPEAKE BAY FOUNDATION</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>6 HEARDON AVE</AddressLine1Txt>
            <CityNm>Annapolis</CityNm>
            <StateAbbreviationCd>MD</StateAbbreviationCd>
            <ZIPCd>21403</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>1500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>IPSWICH CARING</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 584</AddressLine1Txt>
            <CityNm>Ipswich</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>01938</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>1000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>SAFE PASSAGE</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>49 FARM VIEW DR RAYMOND HAL STE 302</AddressLine1Txt>
            <CityNm>New Gloucester</CityNm>
            <StateAbbreviationCd>ME</StateAbbreviationCd>
            <ZIPCd>04260</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>1167</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>IPSWICH HUMANE GROUP</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 873</AddressLine1Txt>
            <CityNm>Ipswich</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>01938</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>1000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>IPSWICH LOCAL NEWS</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 183</AddressLine1Txt>
            <CityNm>Ipswich</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>01938</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>1000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>INTERFAITH WORKS CENTRAL NEW YORK</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>1010 JAMES ST</AddressLine1Txt>
            <CityNm>Syracuse</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>13203</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>8000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>PRO PUBLICA</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>155 AVENUE OF THE AMERICAS 13TH FL</AddressLine1Txt>
            <CityNm>New York</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>10013</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>4000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>SWIM FOR CHARLIE</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>1821 HILLANDALE RD STE 1B</AddressLine1Txt>
            <CityNm>Durham</CityNm>
            <StateAbbreviationCd>NC</StateAbbreviationCd>
            <ZIPCd>277052671</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>UCONN FOUNDATION-ROBERT SATTER AWAR</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>55 ELIZABETH ST</AddressLine1Txt>
            <CityNm>Hartford</CityNm>
            <StateAbbreviationCd>CT</StateAbbreviationCd>
            <ZIPCd>061052296</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>667</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>SEATTLES LGBTQ CENTER</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>400 E PINE ST 100</AddressLine1Txt>
            <CityNm>Seattle</CityNm>
            <StateAbbreviationCd>WA</StateAbbreviationCd>
            <ZIPCd>98122</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>1467</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>MIRIAMS KITCHEN</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>2401 VIRGINIA AVE NW</AddressLine1Txt>
            <CityNm>Washington</CityNm>
            <StateAbbreviationCd>DC</StateAbbreviationCd>
            <ZIPCd>20037</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>1500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>HONOR FLIGHT OF NORTHERN NEW MEXICO</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 14103</AddressLine1Txt>
            <CityNm>Albuquerque</CityNm>
            <StateAbbreviationCd>NM</StateAbbreviationCd>
            <ZIPCd>87191</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>666</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>FRIENDS OF PORTLAND ADULT EDUCATION</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 3185</AddressLine1Txt>
            <CityNm>Portland</CityNm>
            <StateAbbreviationCd>ME</StateAbbreviationCd>
            <ZIPCd>04104</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>1000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>MAINE ASSOC FOR NEW AMERICANS</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>1311 WASHINGTON AVE</AddressLine1Txt>
            <CityNm>Portland</CityNm>
            <StateAbbreviationCd>ME</StateAbbreviationCd>
            <ZIPCd>04103</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>1666</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>CALIFORNIA COMMUNITY FOUNDATION</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>717 W TEMPLE ST</AddressLine1Txt>
            <CityNm>Los Angeles</CityNm>
            <StateAbbreviationCd>CA</StateAbbreviationCd>
            <ZIPCd>90012</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>1500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <TotalGrantOrContriPdDurYrAmt>40000</TotalGrantOrContriPdDurYrAmt>
        <TotalGrantOrContriApprvFutAmt>0</TotalGrantOrContriApprvFutAmt>
      </SupplementaryInformationGrp>
      <AnalysisIncomeProducingActyGrp>
        <IntOnSavAndTempCashInvstGrp>
          <RelatedOrExemptFunctionIncmAmt>1399</RelatedOrExemptFunctionIncmAmt>
        </IntOnSavAndTempCashInvstGrp>
        <DividendsAndInterestFromSecDtl>
          <RelatedOrExemptFunctionIncmAmt>17473</RelatedOrExemptFunctionIncmAmt>
        </DividendsAndInterestFromSecDtl>
        <OtherInvestmentIncomeGrp>
          <RelatedOrExemptFunctionIncmAmt>251</RelatedOrExemptFunctionIncmAmt>
        </OtherInvestmentIncomeGrp>
        <GainSalesAstOthThanInvntryGrp>
          <RelatedOrExemptFunctionIncmAmt>21454</RelatedOrExemptFunctionIncmAmt>
        </GainSalesAstOthThanInvntryGrp>
        <SubtotalsIncmProducingActyGrp>
          <RelatedOrExemptFunctionIncmAmt>40577</RelatedOrExemptFunctionIncmAmt>
        </SubtotalsIncmProducingActyGrp>
        <TotalIncomeProducingActyAmt>40577</TotalIncomeProducingActyAmt>
      </AnalysisIncomeProducingActyGrp>
      <RlnOfActyToAccomOfExmptPrpsGrp>
        <RlnOfActyToAccomOfExmptPrpsGrp>
          <LineNumberTxt>3</LineNumberTxt>
          <RelationshipStatementTxt>PROVIDES FUNDS TO SUPPORT CHARITABLE PURPOSE OF FOUNDATION</RelationshipStatementTxt>
        </RlnOfActyToAccomOfExmptPrpsGrp>
        <RlnOfActyToAccomOfExmptPrpsGrp>
          <LineNumberTxt>4</LineNumberTxt>
          <RelationshipStatementTxt>PROVIDES FUNDS TO SUPPORT CHARITABLE PURPOSE OF FOUNDATION</RelationshipStatementTxt>
        </RlnOfActyToAccomOfExmptPrpsGrp>
        <RlnOfActyToAccomOfExmptPrpsGrp>
          <LineNumberTxt>7</LineNumberTxt>
          <RelationshipStatementTxt>PROVIDES FUNDS TO SUPPORT CHARITABLE PURPOSE OF FOUNDATION</RelationshipStatementTxt>
        </RlnOfActyToAccomOfExmptPrpsGrp>
        <RlnOfActyToAccomOfExmptPrpsGrp>
          <LineNumberTxt>8</LineNumberTxt>
          <RelationshipStatementTxt>PROVIDES FUNDS TO SUPPORT CHARITABLE PURPOSE OF FOUNDATION</RelationshipStatementTxt>
        </RlnOfActyToAccomOfExmptPrpsGrp>
      </RlnOfActyToAccomOfExmptPrpsGrp>
      <TrnsfrTransRlnNonchrtblEOGrp>
        <TrnsfrOfCashToNonchrtblEOInd>false</TrnsfrOfCashToNonchrtblEOInd>
        <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>
      </TrnsfrTransRlnNonchrtblEOGrp>
    </IRS990PF>
    <InvestmentsCorpStockSchedule documentId="STM137">
      <InvestmentsCorporateStockGrp>
        <StockNm>NUVEEN DIVIDEND GRWTH FD-CL C</StockNm>
        <EOYBookValueAmt>51192</EOYBookValueAmt>
        <EOYFMVAmt>51192</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>BLACKROCK MULTI-ASSET INC INST</StockNm>
        <EOYBookValueAmt>92463</EOYBookValueAmt>
        <EOYFMVAmt>92463</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>FIRST TRUST MORN DVD LEAD IN</StockNm>
        <EOYBookValueAmt>67881</EOYBookValueAmt>
        <EOYFMVAmt>67881</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>ISHARES SELECT DIVIDEND ETF</StockNm>
        <EOYBookValueAmt>65217</EOYBookValueAmt>
        <EOYFMVAmt>65217</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>AMER FDS-NEW ECON FD SBI-CL A</StockNm>
        <EOYBookValueAmt>69030</EOYBookValueAmt>
        <EOYFMVAmt>69030</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>AMER FDS-WASH MUT INV FD-CL A</StockNm>
        <EOYBookValueAmt>34827</EOYBookValueAmt>
        <EOYFMVAmt>34827</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>VANG SEC IDX FD-VANG CONS STAP</StockNm>
        <EOYBookValueAmt>62504</EOYBookValueAmt>
        <EOYFMVAmt>62504</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>CARILLON SCOUT MID CAP FD-CL I</StockNm>
        <EOYBookValueAmt>45757</EOYBookValueAmt>
        <EOYFMVAmt>45757</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
    </InvestmentsCorpStockSchedule>
    <InvestmentsGovtObligationsSch documentId="STM136">
      <USGovtObligationsBookVlEOYAmt>0</USGovtObligationsBookVlEOYAmt>
      <USGovtObligationsEOYFMVAmt>0</USGovtObligationsEOYFMVAmt>
    </InvestmentsGovtObligationsSch>
    <InvestmentsOtherSchedule2 documentId="STM118">
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>TERRACE CREST ASSOC PARTNERSHIP</CategoryOrItemTxt>
        <BookValueAmt>6586</BookValueAmt>
        <EOYFMVAmt>6586</EOYFMVAmt>
      </InvestmentsOtherGrp>
    </InvestmentsOtherSchedule2>
    <OtherDecreasesSchedule documentId="STM116">
      <OtherDecreasesDetail>
        <Desc>FEDERAL INCOME TAX PAID</Desc>
        <Amt>310</Amt>
      </OtherDecreasesDetail>
    </OtherDecreasesSchedule>
    <OtherExpensesSchedule documentId="STM103">
      <OtherExpensesScheduleGrp>
        <Desc>ADMINISTRATIVE EXPENSES</Desc>
        <RevenueAndExpensesPerBooksAmt>143</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>143</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
    </OtherExpensesSchedule>
    <OtherIncomeSchedule2 documentId="STM106">
      <OtherIncomeDetail>
        <Desc>TERRACE CR LLC-NET RENTAL INC</Desc>
        <RevenueAndExpensesPerBooksAmt>251</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>251</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>0</AdjustedNetIncomeAmt>
      </OtherIncomeDetail>
    </OtherIncomeSchedule2>
    <OtherIncreasesSchedule documentId="STM115">
      <OtherIncreasesDetail>
        <Desc>INCR FMV INVESTMENTS</Desc>
        <Amt>22072</Amt>
      </OtherIncreasesDetail>
    </OtherIncreasesSchedule>
  </ReturnData>
</Return>