DORLA J MAYER FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: DORLA J MAYER FOUNDATION INC (EIN 20-3958675)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-10
IRS object ID: 202441319349102244
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 Stock Schedule
Other Decreases Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-10T14:58:29-04:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	873834167	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LUCIDA ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1232 FOURIER DRIVE SUITE 100	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53717	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	203958675	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DORLA J MAYER FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	DORL	BusinessNameControlTxt
Phone	6082826284	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	851 WILLIAMSON STREET	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53703	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DORLA MAYER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	6086921171	PhoneNum
Signature	2024-05-07	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DORLA	PersonFirstNm
Person Last	MAYER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	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	BRENDA KRIST CPA	PreparerPersonNm
PTIN	P00018708	PTIN
Phone	6082101200	PhoneNum
Preparation	2024-05-07	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	$284,234	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	$50,337	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$43	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$43	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$3,557	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$3,557	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$51,411	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$63,085	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$51,411	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$105,348	TotalRevAndExpnssAmt
Total Net Invst Incm	$55,011	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$965	AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss	$841	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$2,862	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$2,862	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$4,668	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,862	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$50,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$50,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$54,668	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,862	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$50,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$50,680	ExcessRevenueOverExpensesAmt
Net Investment Income	$52,149	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$1,550	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,115	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,115	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$242,094	CorporateStockBOYAmt
Corporate Stock EOY	$282,119	CorporateStockEOYAmt
Corporate Stock EOYFMV	$282,119	CorporateStockEOYFMVAmt
Total Assets BOY	$243,644	TotalAssetsBOYAmt
Total Assets EOY	$284,234	TotalAssetsEOYAmt
Total Assets EOYFMV	$284,234	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$243,644	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$284,234	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$243,644	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$284,234	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$243,644	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$284,234	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$243,644	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$50,680	ExcessRevenueOverExpensesAmt
Subtotal	$294,324	SubtotalAmt
Other Decreases	$10,090	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$284,234	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES	PropertyDesc
How Acquired	P	HowAcquiredCd
Gross Sales Price	$53,034	GrossSalesPriceAmt
Cost Or Other Basis	$11,674	CostOrOtherBasisAmt
Gain Or Loss	$41,360	GainOrLossAmt
Gains Minus Excess Or Losses	$41,360	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$51,411	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$725	InvestmentIncomeExciseTaxAmt
Subtotal	$725	SubtotalAmt
Tax Based On Investment Income	$725	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$840	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$840	TotalPaymentsAndCreditsAmt
Overpayment	$115	OverpaymentAmt
Applied To ES Tax	$115	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
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	DORLA MAYER	IndividualWithBooksNm
Phone	6082826284	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	851 WILLIAMSON STREET	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53703	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

Field	Value	IRS element (for citing)
Person	DORLA MAYER	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	851 WILLIAMSON STREET	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53703	ZIPCd

Field	Value	IRS element (for citing)
Title	PRESIDENT	TitleTxt
Average Hrs Per Wk Devoted To Pos	5.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

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	$259,041	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,757	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$260,798	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$260,798	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,912	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$256,886	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$12,844	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$12,844	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$725	TaxBasedOnInvestmentIncomeAmt
Total Tax	$725	TotalTaxAmt
Distributable Before Adj	$12,119	DistributableBeforeAdjAmt
Distributable Before Ded	$12,119	DistributableBeforeDedAmt
Distributable As Adjusted	$12,119	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$50,000	ExpensesAndContributionsAmt
Qualifying Distributions	$50,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$12,119	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$37,367	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$38,455	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$37,353	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$36,892	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$38,106	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$188,173	TotalExcessDistributionCyovAmt
Qualifying Distributions	$50,000	QualifyingDistributionsAmt
Applied To Current Year	$12,119	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$37,881	RemainingDistriFromCorpusAmt
Total Corpus	$226,054	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$37,367	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$188,687	ExcessDistriCyovToNextYrAmt
Excess From Year4	$38,455	ExcessFromYear4Amt
Excess From Year3	$37,353	ExcessFromYear3Amt
Excess From Year2	$36,892	ExcessFromYear2Amt
Excess From Year1	$38,106	ExcessFromYear1Amt
Excess From Current Year	$37,881	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	DORLA MAYER	ContributingManagerNm
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	HUNTINGTON DISEASE SOCIET	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	505 EIGHTH AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10018	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationshipTxt
Grant Or Contribution Purpose	HELP FIGHT DISEASE	GrantOrContributionPurposeTxt
Amt	$50,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$50,000	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	$43	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$3,557	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$51,411	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$55,011	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$55,011	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
3	CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS
4	CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS
8	CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS

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	DORLA MAYER	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	851 WILLIAMSON STREET	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53703	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$50,337	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	507 SH WGIFX	$28,174	2023-10-12
1	152 SH JPM	$22,163	2023-10-12

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	PROFESSIONAL FEES	CategoryTxt
Amt	$965	Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	MUTUAL FUNDS	StockNm
EOY Book Value	$282,119	EOYBookValueAmt
EOYFMV	$282,119	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSS ON INVESTMENTS	Desc
Amt	$10,090	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXPENSES
FOREIGN TAXES	$58	$58
INVESTMENT FEES	$2,804	$2,804

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAX	CategoryTxt
Amt	$841	Amt

DORLA J MAYER 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

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

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

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

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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