TY 2022 IRS 990 e-File Render
Name:
DECLARATION OF TRUST OF THE JOSEPH
AND MARY CACIOPPO FOUNDATION
| Name of Stock |
End of Year Book Value |
End of Year Fair Market Value |
| APPLE INC |
285,763 |
834,071 |
| TESLA INC |
145,237 |
759,133 |
| MICROSOFT CORP |
59,790 |
408,648 |
| COSTCO WHOLESALE CO |
120,307 |
323,280 |
| VANGUARD S&P 500 GROWTH |
178,819 |
267,620 |
| NORTHROP GRUMMAN CO |
129,695 |
262,145 |
| APPLE INC |
62,874 |
236,890 |
| LILLY ELI & CO |
73,500 |
234,490 |
| MC DONALDS CORP |
112,821 |
193,967 |
| SPDR S&P MIDCAP 400 ETF |
109,307 |
184,380 |
| THOMSON REUTERS CORP |
52,235 |
149,514 |
| INVESCO DYNAMIC LARGE |
77,175 |
142,470 |
| VANGUARD DIVIDEND |
70,948 |
101,519 |
| INVESCO DYNAMIC LARGE |
62,493 |
91,801 |
| WISDOMTREE US MIDCAP DIVIDEND ETF |
59,736 |
84,100 |
| PEPSICO INC |
59,717 |
83,349 |
| INVSC QQQ TRUST SRS 1 |
55,362 |
73,884 |
| FIRST TRUST INTERNET |
52,644 |
65,196 |
| AMAZON.COM INC |
59,715 |
65,180 |
| GATEWAY FUND CL Y |
30,164 |
39,354 |
| NEXSTAR MEDIA GROUP |
36,138 |
33,310 |
| INVESO HIGH YIELD |
13,650 |
19,220 |
| HOME DEPOT INC |
|
|
| INVESCO DYNAMIC LARGE CAP GROWTH ETF |
|
|
| ISHARES CORE S&P 500 |
|
|
| LOWES COMPANIES INC |
|
|
| MICROSOFT CORP |
|
|
| MSCI INC |
|
|
| VANGUARD CONSUMER |
|
|
| VANGUARD INFORMATION |
|
|
| VANGUARD TOTAL STOCK |
|
|