LAWTON FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: LAWTON FAMILY FOUNDATION INC (EIN 22-3628344)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-13
IRS object ID: 202441349349101634
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
Compensation Explanation

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-13T11:17:28-04:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	113464982	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ZIGMAN LEVINE & FISCHGRUND CPA'S PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 GARDEN CITY PLAZA STE 202	AddressLine1Txt
City	GARDEN CITY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11530	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	223628344	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LAWTON FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LAWT	BusinessNameControlTxt
Phone	2018861911	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	200 WINSTON DR -SUITE 2916	AddressLine1Txt
City	CLIFFSIDE PARK	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07010	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARIANNE LAWTON	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	2018861911	PhoneNum
Signature	2024-05-15	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MARIANNE	PersonFirstNm
Person Last	LAWTON	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	THEODORE LEVINE	PreparerPersonNm
PTIN	P00148886	PTIN
Phone	5167476000	PhoneNum
Preparation	2024-05-03	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	$7,651	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	$14,877	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$29	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$29	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$29	InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss	$14,906	TotalRevAndExpnssAmt
Total Net Invst Incm	$29	TotalNetInvstIncmAmt
Total Adj Net Incm	$29	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$1,500	AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$1,500	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$14,565	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$14,565	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$16,065	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$14,565	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,159	ExcessRevenueOverExpensesAmt
Net Investment Income	$29	NetInvestmentIncomeAmt
Adjusted Net Income	$29	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$8,810	CashBOYAmt
Cash EOY	$7,651	CashEOYAmt
Cash EOYFMV	$7,651	CashEOYFMVAmt
Total Assets BOY	$8,810	TotalAssetsBOYAmt
Total Assets EOY	$7,651	TotalAssetsEOYAmt
Total Assets EOYFMV	$7,651	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$8,810	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$7,651	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$8,810	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$7,651	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$8,810	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$7,651	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$8,810	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,159	ExcessRevenueOverExpensesAmt
Subtotal	$7,651	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$7,651	TotNetAstOrFundBalancesEOYAmt

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
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	TOM LEVINE CPA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5167476000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 GARDEN CITY PLAZA 202	AddressLine1Txt
City	GARDEN CITY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11530	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 (3 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
MARIANNE LAWTON
200 WINSTON DRIVE	CLIFFSIDE PARK	NJ	07010	TRUSTEE	1.00	$0	$0	$0
JOAN OPPENHEIMER
100 WINSTON DRIVE	CLIFFSIDE PARK	NJ	07010	TRUSTEE	000.00	$0	$0	$0
ROBERT OPPENHEIMER
100 WINSTON DRIVE	CLIFFSIDE PARK	NJ	07010	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	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$8,864	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$8,864	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$8,864	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$133	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$8,731	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$437	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$437	MinimumInvestmentReturnAmt
Distributable Before Adj	$437	DistributableBeforeAdjAmt
Distributable Before Ded	$437	DistributableBeforeDedAmt
Distributable As Adjusted	$437	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$14,565	ExpensesAndContributionsAmt
Qualifying Distributions	$14,565	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$437	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$8,952	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$12,645	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$13,074	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$7,554	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$9,449	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$51,674	TotalExcessDistributionCyovAmt
Qualifying Distributions	$14,565	QualifyingDistributionsAmt
Applied To Current Year	$437	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$14,128	RemainingDistriFromCorpusAmt
Total Corpus	$65,802	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$8,952	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$56,850	ExcessDistriCyovToNextYrAmt
Excess From Year4	$12,645	ExcessFromYear4Amt
Excess From Year3	$13,074	ExcessFromYear3Amt
Excess From Year2	$7,554	ExcessFromYear2Amt
Excess From Year1	$9,449	ExcessFromYear1Amt
Excess From Current Year	$14,128	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd
AARP FOUNDATION
PO BOX 93207	LONG BEACH	CA	90809	CHARITY	$25
AMERICAN CANCER SOCIETY
125 CHUBB AVE	LYNDHURST	NJ	07071	CHARITY	$100
AMERICAN FRIENDS OF MD ADOM
PO BOX 11597	NEWARK	NJ	07101	CHARITY	$100
AMERICAN HEART ASSN
7272 GREENVILLE AVE	DALLAS	TX	75231	CHARITY	$100
AMERICAN JEWISH CONGRESS
654 MADISON AVE - 9TH FL	NEW YORK	NY	10065	CHARITY	$100
AMERICAN JEWISH JOINT DIST COMM
PO BOX 4124	NEW YORK	NY	10163	CHARITY	$200
AMERICAN SOCIETY FOR YAD VASHEM
500 FIFTH AVE - 42ND FL	NEW YORK	NY	10110	CHARITY	$100
AMERICAN TECHNION SOCIETY
55 EAST 59TH ST	NEW YORK	NY	10022	CHARITY	$100
ANTI-DEFAMATION LEAGUE
605 THIRD AVE	NEW YORK	NY	10158	CHARITY	$100
BNAI BRITH
1120 20TH ST NW 300N	WASHINGTON	DC	20036	CHARITY	$100
CENTER FOR FOOD ACTION
192 W DEMEREST AVE	ENGELWOOD	NJ	07631	CHARITY	$50
CONGREGAGTION BETH ISRAEL
5600 N BRAESWOOD BLVD	HOUSTON	TX	77096	CHARITY	$1,000
CP VOLUNTEER FD
525 PALISADE AVE	CLIFFSIDE PARK	NJ	07017	CHARITY	$100
FEED ISRAEL
5229 NEW UTRECHT AVE 400	BROOKLYN	NY	11219	CHARITY	$25
GENERAL ISRAEL ORPHAN HOME
111 JOHN ST 1740	NEW YORK	NY	10038	CHARITY	$50
HADASSAH
40 WALL ST	NEW YORK	NY	10005	CHARITY	$100
HILLEL
800 EIGHTH ST NW	WASHINGTON	DC	20001	CHARITY	$100
HUNTER COLLEGE
695 PARK AVE	NEW YORK	NY	10065	CHARITY	$100
ISRAEL CHILDREN & CANCER
141 WASHINGTON AVE 205	LAWRENCE	NY	11559	CHARITY	$25
JCC ON THE PALISADES
411 E CLINTON AVE	TENAFLY	NJ	07670	CHARITY	$1,000
JEWISH FAMILY SVC
3201 S TAMARAC DR	DENVER	CO	80231	CHARITY	$1,000
JEWISH FEDERATION OF NJ
50 EISENHOWER DR	PARAMUS	NJ	07652	CHARITY	$365
JEWISH NAT'L FD
42 EAST 69TH ST	NEW YORK	NY	10021	CHARITY	$6,000
METROPOLITAN OPERA
30 LINCOLN CENTER PLAZA	NEW YORK	NY	10023	CHARITY	$850
NAT'L COUNCIL OF JEWISH
2055 L ST NW 650	WASHINGTON	DC	20036	CHARITY	$100
NAT'L JEWISH HEALTH
1400 HACKSON ST	DENVER	CO	80206	CHARITY	$25
NEW YORK PUBLIC RADIO
160 VARICK ST	NEW YORK	NY	10013	CHARITY	$100
NJ SYMPHONY
60 PARK PLACE 900	NEWARK	NJ	07102	CHARITY	$100
ORT
75 MAIDEN LANE	NEW YORK	NY	10038	CHARITY	$100
REFUAH YESHIVA
5229 NEW UTRECHT AVE	BROOKLYN	NY	11219	CHARITY	$25
ROAD SCHOLAR
11 AVENUE DE LAFAYETTE	BOSTON	MA	02111	CHARITY	$50
SELF-HELP COMMUNITY SVC
520 EIGHTH AVE	NEW YORK	NY	10018	CHARITY	$100
SHAARE ZEDEK HOSPITAL
55 WEST 39TH ST 4TH FL	NEW YORK	NY	10018	CHARITY	$500
SHARSHERET
1086 TEANECK RD 2G	TEANECK	NJ	07666	CHARITY	$100
THIRTEEN
825 EIGHTH AVE	NEW YORK	NY	10019	CHARITY	$100
WEIZMAN INST OF SCIENCE
				CHARITY	$100	234 HERZL ST POB 26	REHOVOT	IS
WORLD JEWISH CONGRESS
PO BOX 70343	PHILADELPHIA	PA	19176	CHARITY	$100
YACHAD
40 RECTOR ST 4TH FL	NEW YORK	NY	10006	CHARITY	$25
YOUNG ISRAEL OF FT LEE
1610 PARKER AVE	FORT LEE	NJ	07024	CHARITY	$1,200
ZIONIST ORGANIZATION
633 THIRD AVE 31B	NEW YORK	NY	10017	CHARITY	$50

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$14,565	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	$29	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$29	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$29	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	MARIANNE LAWTON	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 WINSTON DR	AddressLine1Txt
City	CLIFFSIDE PK	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07010	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$14,877	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	142 SHS NOVARTIS	NoncashPropertyDesc
Fair Market Value	$14,877	FairMarketValueAmt
Received	2023-07-31	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

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

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

Field	Value	IRS element (for citing)
Person	MARIANNE LAWTON	PersonNm
Short Explanation	MARIANNE LAWTON	ShortExplanationTxt

LAWTON FAMILY 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

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)

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 (40 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

Comments