JUDITH & LESTER LIEBERMAN FOUNDATION A NEW JERSEY NONPROFIT: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: JUDITH & LESTER LIEBERMAN FOUNDATION A NEW JERSEY NONPROFIT (EIN 22-3584229)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-07
IRS object ID: 202641279349101614
Schema version: 2025v4.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Other Decreases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-07T08:14:13-07:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	222377538	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Gittelman & Company PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 2369	AddressLine1Txt
City	Clifton	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07015	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	223584229	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE JUDITH & LESTER LIEBERMAN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JUDI	BusinessNameControlTxt
Phone	3017607525	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	403 METZGER DRIVE	AddressLine1Txt
City	WEST ORANGE	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07052	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JUDITH LIEBERMAN	PersonNm
Person Title	President	PersonTitleTxt
Signature	2026-05-07	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Rory Roche CPA	PreparerPersonNm
PTIN	P00961667	PTIN
Phone	9737788885	PhoneNum

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$654,779	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$485,261	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$3	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$3	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$684	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$684	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$58,536	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$70,370	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$58,536	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$544,484	TotalRevAndExpnssAmt
Total Net Invst Incm	$59,223	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$2,990	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,990	AccountingFeesNetInvstIncmAmt
Interest Rev And Expnss	$1	InterestRevAndExpnssAmt
Interest Net Invst Incm	$1	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$3,000	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$5,991	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,991	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$67,920	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$67,920	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$73,911	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,991	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$67,920	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$470,573	ExcessRevenueOverExpensesAmt
Net Investment Income	$56,232	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$21,685	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$18,831	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$18,831	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$35,501	CorporateStockBOYAmt
Corporate Stock EOY	$133,486	CorporateStockEOYAmt
Corporate Stock EOYFMV	$635,948	CorporateStockEOYFMVAmt
Total Assets BOY	$57,186	TotalAssetsBOYAmt
Total Assets EOY	$152,317	TotalAssetsEOYAmt
Total Assets EOYFMV	$654,779	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$57,186	RetainedEarningBOYAmt
Retained Earning EOY	$152,317	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$57,186	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$152,317	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$57,186	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$152,317	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$57,186	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$470,573	ExcessRevenueOverExpensesAmt
Subtotal	$527,759	SubtotalAmt
Other Decreases	$375,442	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$152,317	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	215 ADOBE INC	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2013-11-04	AcquiredDt
Sold	2025-11-06	SoldDt
Gross Sales Price	$70,370	GrossSalesPriceAmt
Cost Or Other Basis	$11,834	CostOrOtherBasisAmt
Gain Or Loss	$58,536	GainOrLossAmt
Gains Minus Excess Or Losses	$58,536	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$58,536	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$782	InvestmentIncomeExciseTaxAmt
Subtotal	$782	SubtotalAmt
Tax Based On Investment Income	$782	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,887	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$3,887	TotalPaymentsAndCreditsAmt
Overpayment	$3,105	OverpaymentAmt
Applied To ES Tax	$3,105	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NJ	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	JUDITH LIEBERMAN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3017607525	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	403 METZGER DRIVE	AddressLine1Txt
City	WEST ORANGE	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07052	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
JUDITH LIEBERMAN
403 METZGER DRIVE	WEST ORANGE	NJ	07052	President	0.00	$0
SUSAN LIEBERMAN
4 GRACE HILL COURT	TITUSVILLE	NJ	08560	Treasurer	0.00	$0
JANE LIEBERMAN
134 E HILLSIDE DR BOX 275	BASALT	CO	81621	Vice President	0.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).	Description1Txt
Expenses1	$0	Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$271,079	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$21,088	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$292,167	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$292,167	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$4,383	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$287,784	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$14,389	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$14,389	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$782	TaxBasedOnInvestmentIncomeAmt
Total Tax	$782	TotalTaxAmt
Distributable Before Adj	$13,607	DistributableBeforeAdjAmt
Distributable Before Ded	$13,607	DistributableBeforeDedAmt
Distributable As Adjusted	$13,607	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$67,920	ExpensesAndContributionsAmt
Qualifying Distributions	$67,920	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$13,607	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$101,694	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$58,773	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$40,496	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$91,689	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$65,924	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$358,576	TotalExcessDistributionCyovAmt
Qualifying Distributions	$67,920	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$13,607	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$54,313	RemainingDistriFromCorpusAmt
Total Corpus	$412,889	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$101,694	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$311,195	ExcessDistriCyovToNextYrAmt
Excess From Year4	$58,773	ExcessFromYear4Amt
Excess From Year3	$40,496	ExcessFromYear3Amt
Excess From Year2	$91,689	ExcessFromYear2Amt
Excess From Year1	$65,924	ExcessFromYear1Amt
Excess From Current Year	$54,313	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	JUDITH LIEBERMAN	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	403 METZGER DRIVE	AddressLine1Txt
City	WEST ORANGE	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07052	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	3017607525	RecipientPhoneNum
Form And Info And Materials	WRITTEN SPECIFYING PURPOSE OF CONTRIBUTION.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Field	Value	IRS element (for citing)
Recipient Person	SEE ATTACHED LISTING	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	VARIOUS	AddressLine1Txt
City	VARIOUS	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07960	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationshipTxt
Recipient Foundation Status	NC	RecipientFoundationStatusCd
Grant Or Contribution Purpose	VARIOUS	GrantOrContributionPurposeTxt
Amt	$67,920	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$67,920	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$684	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$58,536	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$59,223	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$59,223	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd
JUDITH LIEBERMAN
1	403 METZGER DRIVE	WEST ORANGE	NJ	07052	$11,566	Yes (X)
JUDITH LIEBERMAN
2	403 METZGER DRIVE	WEST ORANGE	NJ	07052	$473,695	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	40 SHRS STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	$11,566	2025-12-02
2	695 SHRS SPDR S&P 500 ETF	$473,695	2025-12-02

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$2,990	Amt
Net Investment Income	$2,990	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	DIFFERENCE BETWEEN COST AND FMV OF DONATED SECURITIES	Desc
Amt	$375,442	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	990-PF	CategoryTxt
Amt	$3,000	Amt

JUDITH & LESTER LIEBERMAN FOUNDATION A NEW JERSEY NONPROFIT: Form 990PF, tax year 2025

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (2 entries)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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