M AND S FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: M AND S FAMILY FOUNDATION (EIN 83-4713697)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-14
IRS object ID: 202403199349106280
Schema version: 2023v5.1
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
Other Liabilities Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-14T15:56:52-08:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	464749070	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	EFFY STEIGMAN & CO CPAS PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	505 CROWN ST	AddressLine1Txt
City	BROOKLYN	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	112135126	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	834713697	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE M AND S FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MAND	BusinessNameControlTxt
Phone	8456391658	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3004 AVENUE L	AddressLine1Txt
City	BROOKLYN	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11210	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOSHUA MARKOVICS	PersonNm
Person Title	Trustee	PersonTitleTxt
Signature	2024-11-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

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	Effy Steigman	PreparerPersonNm
PTIN	P00705400	PTIN
Phone	3475337210	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$19,266	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	$220,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$11	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$11	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$11	InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss	$220,011	TotalRevAndExpnssAmt
Total Net Invst Incm	$11	TotalNetInvstIncmAmt
Total Adj Net Incm	$11	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$1,750	AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$1,750	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$601,871	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$601,871	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$603,621	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$601,871	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$383,610	ExcessRevenueOverExpensesAmt
Net Investment Income	$11	NetInvestmentIncomeAmt
Adjusted Net Income	$11	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$386,680	CashBOYAmt
Cash EOY	$18,048	CashEOYAmt
Cash EOYFMV	$18,048	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$11,216	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,218	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,218	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$397,896	TotalAssetsBOYAmt
Total Assets EOY	$19,266	TotalAssetsEOYAmt
Total Assets EOYFMV	$19,266	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$8,600	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$13,580	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$8,600	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$13,580	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$389,296	RetainedEarningBOYAmt
Retained Earning EOY	$5,686	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$389,296	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,686	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$397,896	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$19,266	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$389,296	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$383,610	ExcessRevenueOverExpensesAmt
Subtotal	$5,686	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$5,686	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Tax Due	$0	TaxDueAmt
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	false	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	JOSHUA MARKOVICS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8456391767	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3004 AVENUE L	AddressLine1Txt
City	BROOKLYN	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11210	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 (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
ETHEL MARKOVICS
881 EAST 13TH STREET	BROOKLYN	NY	11230	Trustee	0.00	$0
MENACHEM MARKOVICS
857 EAST 13TH STREET	BROOKLYN	NY	11230	Trustee	0.00	$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

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$127,183	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$127,183	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$127,183	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,908	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$125,275	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$6,264	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$6,264	MinimumInvestmentReturnAmt
Distributable Before Adj	$6,264	DistributableBeforeAdjAmt
Distributable Before Ded	$6,264	DistributableBeforeDedAmt
Distributable As Adjusted	$6,264	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$601,871	ExpensesAndContributionsAmt
Qualifying Distributions	$601,871	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$6,264	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$91,068	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$358,386	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$225,706	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$532,860	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,208,020	TotalExcessDistributionCyovAmt
Qualifying Distributions	$601,871	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$6,264	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$595,607	RemainingDistriFromCorpusAmt
Total Corpus	$1,803,627	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$1,803,627	ExcessDistriCyovToNextYrAmt
Excess From Year4	$91,068	ExcessFromYear4Amt
Excess From Year3	$358,386	ExcessFromYear3Amt
Excess From Year2	$225,706	ExcessFromYear2Amt
Excess From Year1	$532,860	ExcessFromYear1Amt
Excess From Current Year	$595,607	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd
Ichud Mosdos Hachinuch
1563 49th ST	BROOKLYN	NY	11219	UNRELATED	EDUCATIONAL	$10,000
Shavei Hebron Yeshiva
				UNRELATED	EDUCATIONAL	$15,150	BEIT ROMANO 72	CHEVRON	CHEVRON	IS	901000
TANTZERS
716 Myrtle Ave	BROOOKLYN	NY	11205	UNRELATED	FINACIAL ASSISTANCE	$17,500
Yeshiva Kochvei Ohr
11 Forshay Rd	SUFFERN	NY	10901	UNRELATED	EDUCATIONAL	$6,000
Yeshiva Ohr Shraga Veretzky
1102 Avenue L	BROOKLYN	NY	11230	UNRELATED	EDUCATIONAL	$11,300
VARIOUS CHARITIES
3004 AVENUE I	BROOKLYN	NY	11210	UNRELATED	VARIOUS	$78,616
BAIS YAAKOV D'RAV MEIR
85 Parkville Ave	BROOKYLN	NY	11230	UNRELATED	RELIGIOUS	$6,000
OHR BAIS YAAKOV
3054 BEDFORD AVE	BROOKLYN	NY	11210	UNRELATED	EDUCATIONAL	$10,000
OJC FUND
1303- 53RD ST STE 303	BROOKLYN	NY	11219	UNRELATED	EDUCATIONAL	$65,000
TOMOSHOV CONGREGATION
1212 AVE I	BROOKLYN	NY	11230	UNRELATED	RELIGIOUS	$133,100
YESHIVA TORAH V'DAATH
425 E 9TH ST	BROOKLYN	NY	11218	UNREALTED	EDUCATION	$20,500
American Friends of Yeshiva DMir In
5227 NEW UTRECHT AVE	BROOKLYN	NY	11219	UNRELATED	EDUCATION	$10,000
Bais Medrash Keren Shlomo
401 WARREN AVE	LAKEWOOD	NJ	08701	UNRELATED	EDUCATION	$49,400
KHAL ALESK
4403 15TH AVE APT 550	BROOKLYN	NY	11219	UNRELATED	RELIGIOUS	$19,600
CONGREGATION ANSHEI WEST PARK
458 RIVERSIDE DR	FALLSBURG	NY	12733	UNRELATED	RELIGIOUS	$4,765
YESHIVA TAL CHAIM
1020 E 13TH ST	BROOKLYN	NY	11230	UNRELATED	EDUCATIONAL	$10,500
CONGREGATION YESHIVA YESODEI TORAH
2 YESODEI CT	LAKEWOOD	NJ	08701	UNRELATED	RELIGIOUS	$6,040
American Friends of Keter Torah inc
5002 16TH AVE	brooklyn	NY	11204	UNRELATED	EDUCATIONAL	$31,000
BROOKLYN JEWISH EXPERIENCE
2915 Ave K	Brooklyn	NY	11120	UNRELATED	religious	$5,500
BONEI OLAM INC
1755 46TH STREET	BROOKLYN	NY	11204	UNRELATED	AID FOR NEEDY FAMILIES	$10,000
Congregation Beis Kosov
1248 53RD STREET	BROOKLYN	NY	11219	UNRELATED	RELIGIOUS	$3,600
CONGREGATION TOLDOS AVROHOM D KRULA
1177 E 18TH ST	BROOKLYN	NY	11230	UNRELATED	RELIGIOUS	$7,500
Ezras Yisroel USA Inc
4403-15TH AVE 444	BROOKLYN	NY	11219	UNRELATED	AID FOR NEEDY	$3,000
Friends of Yad Yitzchok Inc
1510 OCEAN PKWY APT E12	BROOKLYN	NY	11230	UNRELATED	RELIGIOUS	$6,500
IGUD AVREICHIM
PO BOX 50226	BROOKLYN	NY	11205	UNRELATED	religious	$10,000
KIVISI INC
1164 53RD ST	brooklyn	NY	11219	UNRELATED	fertility	$8,000
Mishon La Chole
3054 BEDFORD AVE	brooklyn	NY	11210	UNRELATED	CHARITY	$6,000
Mosdos Lizensk
5522 FT HAMLTON PKWY	BROOKLYN	NY	11219	UNRELATED	RELIGIOUS	$4,500
Neeman Foundation
503 S BROADWAY STE 215	YONKERS	NY	10705	UNRELATED	RELIGIOUS	$3,600
PEF Israel Endowment Funds Inc
630 3RD AVE RM 1501	new york	NY	10017	UNRELATED	aid to needy	$4,000
Project Lend A Hand Inc
1102 AVENUE L	brooklyn	NY	11230	UNRELATED	AID TO NEEDY	$3,600
Smiling Souls Inc
5308 13TH AVE 206	Brooklyn	NY	11219	UNRELATED	AID TO NEEDY	$10,000
Zichron Sarah Foundation
260 CENTRAL AVE APT 416	LAWRENCE	NY	11559	UNRELATED	RELIGIOUS	$7,000
Congregation Zichron Yehuda
PO BOX 532	HARRIMAN	NY	10926	UNRELATED	RELIGIOUS	$4,600

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$601,871	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	$11	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$11	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$11	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 (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
ETHEL MARKOVICS
1	881 EAST 13TH STREET	BROOKLYN	NY	11230	$110,000	Yes (X)
MENACHEM MARKOVICS
2	857 EAST 13TH STREET	BROOKLYN	NY	11230	$110,000	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Amt	$1,750	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	CC	Desc
BOY Book Value	$8,600	BOYBookValueAmt
EOY Book Value	$13,580	EOYBookValueAmt

M AND S FAMILY 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

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 (2 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 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 (2 entries)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

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