ERNEST C AND MARION R KARRAS FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: ERNEST C AND MARION R KARRAS FAMILY FOUNDATION (EIN 27-1530381)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-06-26
IRS object ID: 202601779349100510
Schema version: 2025v4.0
Note: A later return for the same period supersedes this one.
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
Investments Corp Stock Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-06-26T12:48:23-04:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	362946234	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BARRY A SWARTZ AND ASSOCIATES LTD	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	540 FRONTAGE RD STE 2133	AddressLine1Txt
City	NORTHFIELD	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60093	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	271530381	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ERNEST C & MARION R KARRAS	BusinessNameLine1Txt
Business Name Line2	FAMILY FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	ERNE	BusinessNameControlTxt
Phone	6302485418	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	750 FOREST GATE CIRCLE	AddressLine1Txt
City	OAK BROOK	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60523	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ERNEST KARRAS	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6302485418	PhoneNum
Signature	2026-06-25	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BARRY A SWARTZ	PreparerPersonNm
PTIN	P00057409	PTIN
Phone	3128060000	PhoneNum
Preparation	2026-06-26	PreparationDt

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	$0	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	$100,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$27,159	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$27,159	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$27,159	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$31,190	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$31,190	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$31,190	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$3,043	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,043	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$3,043	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$161,392	TotalRevAndExpnssAmt
Total Net Invst Incm	$61,392	TotalNetInvstIncmAmt
Total Adj Net Incm	$58,349	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$1,500	AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$3,200	OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss	$1,063	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$5,763	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$58,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$58,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$64,263	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$58,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$97,129	ExcessRevenueOverExpensesAmt
Net Investment Income	$61,392	NetInvestmentIncomeAmt
Adjusted Net Income	$58,349	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$152,204	CashBOYAmt
Cash EOY	$98,731	CashEOYAmt
Corporate Stock BOY	$1,047,453	CorporateStockBOYAmt
Corporate Stock EOY	$1,264,704	CorporateStockEOYAmt
Total Assets BOY	$1,199,657	TotalAssetsBOYAmt
Total Assets EOY	$1,363,435	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$1,199,657	RetainedEarningBOYAmt
Retained Earning EOY	$1,363,435	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,199,657	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,363,435	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,199,657	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,363,435	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,199,657	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$97,129	ExcessRevenueOverExpensesAmt
Other Increases	$66,649	OtherIncreasesAmt
Subtotal	$1,363,435	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,363,435	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$3,043	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$853	InvestmentIncomeExciseTaxAmt
Subtotal	$853	SubtotalAmt
Tax Based On Investment Income	$853	TaxBasedOnInvestmentIncomeAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$29	EsPenaltyAmt
Tax Due	$882	TaxDueAmt

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
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	Yes (true)	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
Individual With Books	ERNEST KARRAS	IndividualWithBooksNm
Phone	6302485418	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	75 FOREST GATE CIRCLE	AddressLine1Txt
City	OAK BROOK	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60522	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
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 (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
ERNEST KARRAS
75 FOREST GATE CIRCLE	OAK BROOK	IL	60523	TRUSTEE	5.00	$0	$0	$0
MARION KARRAS
75 FOREST GATE CIRCLE	OAK BROOK	IL	60523	TRUSTEE	5.00	$0	$0	$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	TO HELP & ASSIST WITH RELIGIOUS & EDUCATIONAL ORGANIZATIONS	Description1Txt
Expenses1	$20,000	Expenses1Amt
Description2	TO HELP & ASSIST WITH RELIGIOUS & EDUCATIONAL ORGANIZATIONS	Description2Txt
Expenses2	$17,500	Expenses2Amt
Description3	TO HELP & ASSIST WITH RELIGIOUS & EDUCATIONAL ORGANIZATIONS	Description3Txt
Expenses3	$10,000	Expenses3Amt
Description4	TO HELP & ASSIST WITH RELIGIOUS & EDUCATIONAL ORGANIZATIONS	Description4Txt
Expenses4	$5,000	Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Sect4942j3j5 Fndtn And Frgn Org	Yes (X)	Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$58,500	ExpensesAndContributionsAmt
Qualifying Distributions	$58,500	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Qualifying Distributions	$58,500	QualifyingDistributionsAmt
Remaining Distri From Corpus	$58,500	RemainingDistriFromCorpusAmt
Total Corpus	$58,500	TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Field	Value	IRS element (for citing)
Section4942j3	Yes (X)	Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Current Year	$58,500	CurrentYearAmt
Year1	$51,350	Year1Amt
Year2	$59,700	Year2Amt
Year3	$63,005	Year3Amt
Total	$232,555	TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Field	Value	IRS element (for citing)
Current Year	$58,500	CurrentYearAmt
Year1	$51,350	Year1Amt
Year2	$59,700	Year2Amt
Year3	$63,005	Year3Amt
Total	$232,555	TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	ERNEST KARRAS	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	75 FOREST GATE CIRCLE	AddressLine1Txt
City	OAK BROOK	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60522	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6032485418	RecipientPhoneNum
Recipient Email Address	INFO@SWARTZMGMT.COM	RecipientEmailAddressTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
GREEK AMERICAN REHAB & NURSING HOME
2210 1ST STEET	WHEELING	IL	60090	POF	CHARITY	$1,000
HOLY APOSTLES CHURCH
2501 S WOLF ROAD	WESTCHESTER	IL	60154	POF	REIGIOUS	$1,000
IOCC
110 WEST ROAD STE 360	BALTIMORE	MD	21201	POF	CHARITY	$1,000
NATIONAL HELLENIC MUSEUM
333 SOUTH HALSTED	CHICAGO	IL	60661	POF	PRESERVATION	$20,000
ORTHODOX CHRISTIAN MISSION CENTER
220 MASON MANATEE WAY	ST AUGUSTINE	FL	32086	POF	RELIGIOUS	$5,000
PHILOPTOCHOS SOCIETY OF CHICAGO
555 E BUTTERFIELD RD	LOMBARD	IL	60148	POF	RELIGIOUS	$1,000
ST IAKOUOS RETREAT CENTER
920 224TH AVENUE	KANSASVILLE	WI	53139	POF	RELIGIOUS	$17,500
ST KATHERINES ORTHODOX CHURCH
7100 AIRPORT-PULLING ROAD	NAPLES	FL	34109	POF	RELIGIOUS	$2,000
UNIVERSITY OF ILLINOIS FOUNDATION
303 ST MARYS RD	CHAMPAIGN	IL	61820	POF	ACADEMIC	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$58,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$27,159	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$31,190	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$3,043	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$61,392	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$61,392	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

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	ERNEST MARION KARRAS	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	75 FOREST GATE CIRCLE	AddressLine1Txt
City	OAK BROOK	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60523	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$100,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$1,500	Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CHARLES SCHWAB INVESTMENT INCOME	StockNm
EOY Book Value	$1,264,704	EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc
EXPENSES
CONSULTING FEES
POST OFFICE BOX RENTAL

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	CHARLES SCHWAB INVESTMENT INCOME	Desc
Amt	$66,649	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	CONSULTING	CategoryTxt
Amt	$3,200	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	TAXES	CategoryTxt
Amt	$1,063	Amt

ERNEST C AND MARION R KARRAS FAMILY FOUNDATION: 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

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Qualifying Distributions QualifyingDistributionsGrp

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

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

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments