DEMENTIA SPOTLIGHT FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: DEMENTIA SPOTLIGHT FOUNDATION INC (EIN 81-2433400)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-22
IRS object ID: 202411439349101116
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
Contractor Compensation Expln
Mortgages And Notes Payable Sch
Other Assets Schedule
Other Expenses Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-22T11:44:39-07:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	582018171	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4653 Olde Towne Pkwy	AddressLine1Txt
City	Marietta	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30068	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	812433400	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Dementia Spotlight Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	DEME	BusinessNameControlTxt
Phone	8886951596	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	675 Mansell Rd 115	AddressLine1Txt
City	Roswell	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30076	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Whitney DeMarlo Oeltmann	PersonNm
Person Title	President & CEO	PersonTitleTxt
Signature	2024-05-22	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Whitney DeMarlo	PersonFirstNm
Person Last	Oeltmann	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	Kendyl C Strickland	PreparerPersonNm
PTIN	P01078168	PTIN
Phone	7709776892	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

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)
Address Change	Yes (X)	AddressChangeInd
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	$190,149	ContriRcvdRevAndExpnssAmt
Total Rev And Expnss	$190,149	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss	$111,667	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$111,667	OthEmplSlrsWgsDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$73,158	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl	$73,158	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	-$33	InterestRevAndExpnssAmt
Interest Dsbrs Chrtbl	-$33	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$9,377	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$9,377	TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss	$13,618	OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl	$13,618	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$1,383	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$1,383	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$1,076	PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl	$1,076	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$19,067	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$19,067	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$229,313	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$229,313	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$229,313	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$229,313	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$39,164	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$45,496	CashBOYAmt
Cash EOY	$6,876	CashEOYAmt
Other Assets EOY	$28	OtherAssetsEOYAmt
Total Assets BOY	$45,496	TotalAssetsBOYAmt
Total Assets EOY	$6,904	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Mortgages And Notes Payable BOY	$54,422	MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY	$54,360	MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY	$1,441	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$2,075	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$55,863	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$56,435	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	-$10,367	RetainedEarningBOYAmt
Retained Earning EOY	-$49,531	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	-$10,367	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	-$49,531	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$45,496	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$6,904	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	-$10,367	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$39,164	ExcessRevenueOverExpensesAmt
Subtotal	-$49,531	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	-$49,531	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Applied To ES Tax	$0	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	FL	OrgReportOrRegisterStateCd
Org Report Or Register State	GA	OrgReportOrRegisterStateCd
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	www.dementiaspotlightfoundation.org	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Whitney DeMarlo Oeltmann	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4047694531	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1480 Lanier Pl NE	AddressLine1Txt
City	Atlanta	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30306	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
Whitney DeMarlo Oeltmann
1480 Lanier Pl	Atlanta	GA	30306	President & CEO	10.00	$0
Linda DeMarlo
1752 Logans Knoll	Atlanta	GA	30329	Chairman/VP	3.00	$0
A Kel Long III
3290 Northside Pkwy Ste 925	Atlanta	GA	30327	Secretary	5.00	$0

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

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
Alyss Amster
3945 Upland Way	Marietta	GA	30066	Consulting & Ed Training	$8,333
R Sparks Creative LLC
1249 Mt Pisgah Downs	Austell	GA	30168	PR Marketing/Spec Events	$13,220
Susan L Ross
1210 Weatherstone Dr NE	Atlanta	GA	303244643	Information/Referral Dir	$18,847
Gary Joseph LeBlanc
17244 US Highway 41	Spring Hill	FL	34610	Consulting & Ed Training	$22,167

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	Festival of Wreaths Decorating Contest - Virtual Auction - Funds raised are awarded to organizations who support families with limited financial resources who care for their loved ones living with dementia at home.	Description1Txt
Expenses1	$117	Expenses1Amt
Description2	Connection Cafe's: Planned gatherings to socialize and form connections with those living and dealing with dementia and their care partners.	Description2Txt
Description3	Pasco County Sheriff's Dept \| Dementia Awareness Training: Professional training for first responders.	Description3Txt
Description4	Semi-Annual Dementia Care Seminar (Spring Hill, FL): event specially designed for families and caregivers focusing on loved ones living with dementia or Alzheimers.	Description4Txt

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
Reduction Claimed	$0	ReductionClaimedAmt
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	$229,313	ExpensesAndContributionsAmt
Qualifying Distributions	$229,313	QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Field	Value	IRS element (for citing)
Private Operating Fndtn Ruling	2016-02-17	PrivateOperatingFndtnRulingDt
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	$229,313	CurrentYearAmt
Year1	$206,011	Year1Amt
Year2	$204,416	Year2Amt
Year3	$108,159	Year3Amt
Total	$747,899	TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Field	Value	IRS element (for citing)
Current Year	$229,313	CurrentYearAmt
Year1	$206,011	Year1Amt
Year2	$204,416	Year2Amt
Year3	$108,159	Year3Amt
Total	$747,899	TotalAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
Current Year	$6,904	CurrentYearAmt
Year1	$45,496	Year1Amt
Year2	$218,143	Year2Amt
Year3	$56,464	Year3Amt
Total	$327,007	TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

Field	Value	IRS element (for citing)
Current Year	$6,904	CurrentYearAmt
Year1	$45,496	Year1Amt
Year2	$218,143	Year2Amt
Year3	$56,464	Year3Amt
Total	$327,007	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)
Contributing Manager	Linda DeMarlo	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

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 (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
Linda Demarlo
1	1752 Logans Knoll	Atlanta	GA	30329	$107,000	Yes (X)
Whitney Oeltmann
2	1480 Lanier Pl	Atlanta	GA	30306	$63,580	Yes (X)
William Donald Barbara Anderson
3	780 Charleston Dr	Roswell	GA	30075	$8,000	Yes (X)

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp (4 entries)

ExplanationExplanationTxt
Alyss Amster
Payment for consulting and educational training.
Gary Joseph LeBlanc
Payment for consulting and educational training.
Susan L Ross
Payment for organizational information and referral services.
R Sparks Creative LLC
Payment for development and special event planning and marketing/PR.

Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch

Field	Value	IRS element (for citing)
Mortgage	$54,360	MortgageAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	Credit Card Asset	Desc
EOY Book Value	$28	EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Awards	$8	$8
Bank Service Charges	$247	$247
Computer and Internet	$321	$321
Contributions	$27	$27
Dues & Subscriptions	$2,133	$2,133
Marketing and PR	$9,346	$9,346
Meals	$508	$508
Merchant Account Fees	$75	$75
Miscellaneous	$450	$450
Office Expense	$3,452	$3,452
Payroll Fees	$184	$184
Postage	$77	$77
Reimbursements	$220	$220
Respite Care	$135	$135
Special Event Expenses	$117	$117
Storage	$1,321	$1,321
Telephone	$352	$352
Uniforms	$94	$94

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
Credit Card Payable	$1,441	$2,075
Payroll Liabilities

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Contract Labor	$62,912	$0	$0	$62,912
Other Professional Fees	$9,538	$0	$0	$9,538
Professional Liability Insurance	$708	$0	$0	$708

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Payroll Taxes	CategoryTxt
Amt	$9,377	Amt
Disbursements Charitable Prps	$9,377	DisbursementsCharitablePrpsAmt

DEMENTIA SPOTLIGHT FOUNDATION INC: 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

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

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)

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Qualifying Distributions QualifyingDistributionsGrp

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Total Assets TotalAssetsGrp

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Supplementary Information SupplementaryInformationGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (3 entries)

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp (4 entries)

Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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