THEODORE RHYNE AND KIRAN SAGAR FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: THEODORE RHYNE AND KIRAN SAGAR FOUNDATION (EIN 85-6459525)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-04-25
IRS object ID: 202411169349100236
Schema version: 2023v5.0
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 Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-04-25T16:10:29-04:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	391557315	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ANDALORO SMITH & KRUEGER LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	N19W24200 RIVERWOOD DR STE 310	AddressLine1Txt
City	WAUKESHA	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	531881166	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	856459525	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THEODORE RHYNE AND KIRAN SAGAR	BusinessNameLine1Txt
Business Name Line2	FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	THEO	BusinessNameControlTxt
Phone	3032507035	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2310 E GLENDALE AVENUE	AddressLine1Txt
City	WHITEFISH BAY	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	532111244	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KIRAN B SAGAR MD	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	3032507035	PhoneNum
Signature	2024-04-21	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	KIRAN	PersonFirstNm
Person Last	SAGAR	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARY E NELSON	PreparerPersonNm
PTIN	P00152652	PTIN
Phone	2625442000	PhoneNum
Preparation	2024-04-25	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$398,487	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	$100,745	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$2,923	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,923	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$1,449	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,449	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$6,752	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$120,614	GrossSalesPriceAmt
Total Rev And Expnss	$98,365	TotalRevAndExpnssAmt
Total Net Invst Incm	$4,372	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$745	AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$4,061	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$4,061	OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss	$613	InterestRevAndExpnssAmt
Interest Net Invst Incm	$613	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$17	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$17	TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$5,436	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$4,691	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$16,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$16,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$21,436	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$4,691	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$16,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$76,929	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$9,420	CashBOYAmt
Cash EOY	$13,465	CashEOYAmt
Cash EOYFMV	$13,465	CashEOYFMVAmt
US Government Obligations BOY	$51,884	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$85,713	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$85,713	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$146,969	CorporateStockBOYAmt
Corporate Stock EOY	$253,830	CorporateStockEOYAmt
Corporate Stock EOYFMV	$253,830	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$33,127	CorporateBondsBOYAmt
Corporate Bonds EOY	$45,479	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$45,479	CorporateBondsEOYFMVAmt
Total Assets BOY	$241,400	TotalAssetsBOYAmt
Total Assets EOY	$398,487	TotalAssetsEOYAmt
Total Assets EOYFMV	$398,487	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$241,400	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$398,487	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$241,400	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$398,487	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$241,400	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$398,487	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$241,400	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$76,929	ExcessRevenueOverExpensesAmt
Other Increases	$80,158	OtherIncreasesAmt
Subtotal	$398,487	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$398,487	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS BROKERAGE	P	$53,452	$55,846	-$2,394	-$2,394
UBS BROKERAGE	P	$67,162	$71,520	-$4,358	-$4,358

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$6,752	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

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	WI	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
Individual With Books	TIMOTHY FARRELL	IndividualWithBooksNm
Phone	3032507035	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2310 E GLENDALE AVE	AddressLine1Txt
City	WHITEFISH BAY	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53211	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
KIRAN B SAGAR MD
2310 E GLENDALE AVE	WHITEFISH BAY	WI	53211	TRUSTEE	000.00	$0	$0	$0
TIMOTHY F FARRELL
2310 E GLENDALE AVE	WHITEFISH BAY	WI	53211	TRUSTEE	000.00	$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

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	$308,501	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$11,443	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$319,944	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$319,944	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$4,799	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$315,145	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$15,757	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$15,757	MinimumInvestmentReturnAmt
Distributable Before Adj	$15,757	DistributableBeforeAdjAmt
Distributable Before Ded	$15,757	DistributableBeforeDedAmt
Distributable As Adjusted	$15,757	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$16,000	ExpensesAndContributionsAmt
Qualifying Distributions	$16,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$15,757	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2	$5,000	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$10,000	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$15,000	TotalExcessDistributionCyovAmt
Qualifying Distributions	$16,000	QualifyingDistributionsAmt
Applied To Current Year	$15,757	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$243	RemainingDistriFromCorpusAmt
Total Corpus	$15,243	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$15,243	ExcessDistriCyovToNextYrAmt
Excess From Year2	$5,000	ExcessFromYear2Amt
Excess From Year1	$10,000	ExcessFromYear1Amt
Excess From Current Year	$243	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DOCTORS WITHOUT BORDERS USA	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 5023	AddressLine1Txt
City	HAGERSTOWN	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	217415023	ZIPCd

Field	Value	IRS element (for citing)
Grant Or Contribution Purpose	GRANT	GrantOrContributionPurposeTxt
Amt	$16,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$16,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,923	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,449	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	-$6,752	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	-$2,380	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$2,380	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	KIRAN B SAGAR MD	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	2310 E GLENDALE AVE	AddressLine1Txt
City	WHITEFISH BAY	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53211	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$100,745	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	$745	Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	UBS BROKERAGE	BondNm
EOY Book Value	$45,479	EOYBookValueAmt
EOYFMV	$45,479	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	UBS BROKERAGE	StockNm
EOY Book Value	$253,830	EOYBookValueAmt
EOYFMV	$253,830	EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$85,713	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$85,713	USGovtObligationsEOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAINS	Desc
Amt	$80,158	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT ADVISORY FEES	CategoryTxt
Amt	$4,061	Amt
Net Investment Income	$4,061	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES PAID	CategoryTxt
Amt	$17	Amt
Net Investment Income	$17	NetInvestmentIncomeAmt

THEODORE RHYNE AND KIRAN SAGAR FOUNDATION: Form 990PF, tax year 2023

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

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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 (2 entries)

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)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

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

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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