TY 2023 IRS 990 e-File Render
Name:
CLAIRE BUTLER FOUNDATION TUW (JT) XXX-XX-XXXX
| Name of Stock |
End of Year Book Value |
End of Year Fair Market Value |
| DFA US LARGE COMPANY PORT #512 |
45,097 |
54,777 |
| FEDERATED #225 TOTAL RETURN BO |
20,130 |
18,151 |
| VANGUARD TOTAL BOND MKT INDEX |
38,224 |
35,289 |
| WESTERN ASSET CORE PLUS BOND F |
6,079 |
5,445 |
| JP MORGAN CORE BOND #3720 |
35,907 |
31,931 |
| FEDERATED INTERNATIONAL EQUITY |
2,820 |
3,052 |
| FIDELITY INT'L INDEX #2363 |
12,904 |
15,069 |
| FIDELITY EMERGING MARKETS |
2,006 |
1,991 |
| FIDELITY SMALL CAP |
11,176 |
12,003 |
| FIDELITY SMALL CAP VALUEFUND # |
|
|
| VANGUARD SHORT-TERM CORP BD IN |
|
|
| GOLDMAN SACHS INT'L EQUITY INC |
|
|
| GOLDMAN SACHS US EQUITY DIV AN |
|
|
| VANGUARD DIVIDEND GROWTH FD #5 |
|
|
| VANGUARD VALUE INDEX-ADM |
2,603 |
3,091 |
| DODGE & COX INCOME FUND |
15,807 |
15,976 |
| DFA EMERG MRKTS CORE EQ PORT # |
1,977 |
2,021 |
| VANGUARD INTL GROWTH FUND #581 |
3,039 |
3,031 |
| FULLER & THALER BEHAVIORAL SM- |
3,718 |
4,227 |
| VANGUARD GROWTH INDEX FD #509 |
1,835 |
2,044 |