MUMTAZ & SADA CUMBER FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: MUMTAZ & SADA CUMBER FOUNDATION (EIN 82-0867795)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-06-10
IRS object ID: 202441629349100029
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
Gain Loss Sale Other Assets Sch
Investments Corp Bonds 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	2024-06-10T14:06:40-04:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	473017802	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	AH CPA'S PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3050 POST OAK BLVD STE 550	AddressLine1Txt
City	HOUSTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	770566534	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	820867795	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MUMTAZ & SADA CUMBER FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MUMT	BusinessNameControlTxt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1410 SUGAR CREEK BLVD	AddressLine1Txt
City	SUGAR LAND	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77478	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SADA CUMBER	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	5126573668	PhoneNum
Signature	2024-06-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SADA	PersonFirstNm
Person Last	CUMBER	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	ANJALI ARJUNANI	PreparerPersonNm
PTIN	P01398530	PTIN
Phone	7135529499	PhoneNum
Preparation	2024-06-10	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	$171,469	FMVAssetsEOYAmt
Method Of Accounting Other	Yes (X)	MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$500,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$589	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$589	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$589	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$1,472	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,472	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$1,472	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$3,699	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,699	GrossSalesPriceAmt
Total Rev And Expnss	$505,760	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,061	TotalNetInvstIncmAmt
Total Adj Net Incm	$2,061	TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss	$950	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl	$950	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$103	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$103	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$20	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$20	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,073	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,073	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$392,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$392,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$393,573	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$393,573	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$112,187	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,061	NetInvestmentIncomeAmt
Adjusted Net Income	$2,061	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1,168	CashBOYAmt
Cash EOY	$107,595	CashEOYAmt
Cash EOYFMV	$107,595	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$62,966	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$63,874	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$63,874	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$53,841	CorporateStockBOYAmt
Corporate Stock EOY	$71,325	CorporateStockEOYAmt
Corporate Bonds BOY	$21,768	CorporateBondsBOYAmt
Corporate Bonds EOY	$23,268	CorporateBondsEOYAmt
Total Assets BOY	$139,743	TotalAssetsBOYAmt
Total Assets EOY	$266,062	TotalAssetsEOYAmt
Total Assets EOYFMV	$171,469	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$139,743	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$266,062	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$139,743	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$266,062	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$139,743	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$266,062	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$139,743	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$112,187	ExcessRevenueOverExpensesAmt
Other Increases	$14,132	OtherIncreasesAmt
Subtotal	$266,062	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$266,062	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$29	InvestmentIncomeExciseTaxAmt
Subtotal	$29	SubtotalAmt
Tax Based On Investment Income	$29	TaxBasedOnInvestmentIncomeAmt
Tax Due	$29	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	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	ARJUNANI PLLC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7135529499	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3050 POST OAK BLVD STE 1350	AddressLine1Txt
City	HOUSTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77056	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

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SADA CUMBER	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1410 SUGAR CREEK BLVD	AddressLine1Txt
City	SUGAR LAND	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77478	ZIPCd

Field	Value	IRS element (for citing)
Title	DIRECTOR	TitleTxt
Average Hrs Per Wk Devoted To Pos	000.00	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	$149,379	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$87,506	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$236,885	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$236,885	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,553	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$233,332	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$11,667	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$11,667	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$29	TaxBasedOnInvestmentIncomeAmt
Total Tax	$29	TotalTaxAmt
Distributable Before Adj	$11,638	DistributableBeforeAdjAmt
Distributable Before Ded	$11,638	DistributableBeforeDedAmt
Distributable As Adjusted	$11,638	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$393,573	ExpensesAndContributionsAmt
Qualifying Distributions	$393,573	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$11,638	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$84,074	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$421,123	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$224,873	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,186	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$731,256	TotalExcessDistributionCyovAmt
Qualifying Distributions	$393,573	QualifyingDistributionsAmt
Applied To Current Year	$11,638	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$381,935	RemainingDistriFromCorpusAmt
Total Corpus	$1,113,191	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$1,113,191	ExcessDistriCyovToNextYrAmt
Excess From Year4	$84,074	ExcessFromYear4Amt
Excess From Year3	$421,123	ExcessFromYear3Amt
Excess From Year2	$224,873	ExcessFromYear2Amt
Excess From Year1	$1,186	ExcessFromYear1Amt
Excess From Current Year	$381,935	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
SUTAINABILITY SCIENCE CENTER
930 W PEREGRINE DR	PALATINE	IL	60067	501	PHILANTHROPIC	$1,000
NUSTIAN
16934 W MARCONI AVE	SURPRISE	AZ	85388	501	EDUCATIONAL	$2,000
COMET COMMUNITY
3613 LUCIUS RD	COLUMBIA	SC	29201	501	CHILDREN AND FAMILIES	$1,000
ISALMIC ARTS OF SOCIETY
11246 WILCRESTDR	HOUSTON	TX	77099	501	RELIGION	$1,000
NATIONAL SECURITY INSTITUTE
3301 FAIRFAX DR STE 3-70	ARLINGTON	VA	22201	501	PHILANTHROPIC	$2,500
AGA KHAN FOUNDATION
1825 K ST	WASHINGTON	DC	20006	501	PHILANTHROPIC	$385,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$392,500	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	$589	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,472	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$3,699	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,472	ExclusionAmt
Related Or Exempt Function Incm	$4,288	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$5,760	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	SADA CUMBER	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	1410 SUGAR CREEK BLVD	AddressLine1Txt
City	SUGAR CREEK	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77478	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$500,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDesc	AcquiredAcquiredDt	How AcquiredHowAcquiredTxt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Total NetTotalNetAmt
FIDELITY ADVISOR DIVERSIFLED INTEL	2022-05	PURCHASE	2023-12	$318	$318
FIEDELITY ADVISOR NEW INSIGHTS	2022-05	PURCHASE	2023-02	$680	$680
FIDELITY ADVISOR NEW INSIGHTS	2022-05	PURCHASE	2023-12	$2,701	$2,701

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	INVESTMENTS - FIXED INCOME	BondNm
EOY Book Value	$23,268	EOYBookValueAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	INVESTMENTS - SECURITIES	StockNm
EOY Book Value	$71,325	EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK SERVICE CHARGE	$20	$20

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNRELIAZE GAIN	Desc
Amt	$14,132	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	PROFESSIONAL FEE	CategoryTxt
Amt	$950	Amt
Disbursements Charitable Prps	$950	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	OTHER TAXES	CategoryTxt
Amt	$103	Amt
Disbursements Charitable Prps	$103	DisbursementsCharitablePrpsAmt

MUMTAZ & SADA CUMBER 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

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

Business Name BusinessName

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 (6 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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 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

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