BEANE WRIGHT FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: BEANE WRIGHT FOUNDATION (EIN 56-2224889)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-15
IRS object ID: 202403209349102385
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
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-15T10:50:33-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	844233121	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SHARPE PATEL CPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	325 ARLINGTON AVE STE 630	AddressLine1Txt
City	CHARLOTTE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28203	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	562224889	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BEANE WRIGHT FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BEAN	BusinessNameControlTxt
Phone	9106206711	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 1039	AddressLine1Txt
City	WRIGHTSVILLE BEACH	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28480	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	AGNES BEANE	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	9106206711	PhoneNum
Signature	2024-11-13	SignatureDt

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	MEGAN A RIDGLEY CPA	PreparerPersonNm
PTIN	P01317611	PTIN
Phone	7044993893	PhoneNum
Preparation	2024-11-14	PreparationDt

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	$1,384,878	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$307	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$307	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$37,606	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$37,606	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$20,206	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$76,017	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$19,187	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$58,119	TotalRevAndExpnssAmt
Total Net Invst Incm	$57,100	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$1,265	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,265	AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss	$306	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$306	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$6,653	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$6,653	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$8,224	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$8,224	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$66,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$66,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$74,224	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$8,224	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$66,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$16,105	ExcessRevenueOverExpensesAmt
Net Investment Income	$48,876	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	-$1	CashBOYAmt
Sav And Temp Cash Invst BOY	$33,166	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$12,766	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$12,766	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$866,003	CorporateStockBOYAmt
Corporate Stock EOY	$869,000	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,372,112	CorporateStockEOYFMVAmt
Other Assets BOY	$10,780	OtherAssetsBOYAmt
Other Assets EOY	$10,780	OtherAssetsEOYAmt
Total Assets BOY	$909,948	TotalAssetsBOYAmt
Total Assets EOY	$892,546	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,384,878	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$12,869	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$12,869	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$12,869	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$12,869	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$484,117	CapitalStockBOYAmt
Capital Stock EOY	$484,117	CapitalStockEOYAmt
Retained Earning BOY	$412,962	RetainedEarningBOYAmt
Retained Earning EOY	$395,560	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$897,079	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$879,677	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$909,948	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$892,546	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$897,079	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$16,105	ExcessRevenueOverExpensesAmt
Subtotal	$880,974	SubtotalAmt
Other Decreases	$1,297	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$879,677	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$19,187	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$679	InvestmentIncomeExciseTaxAmt
Subtotal	$679	SubtotalAmt
Tax Based On Investment Income	$679	TaxBasedOnInvestmentIncomeAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$37	EsPenaltyAmt
Tax Due	$716	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
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	NC	OrgReportOrRegisterStateCd
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	AGNES R BEANE	IndividualWithBooksNm
Phone	9102562363	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1005 AIRLIE ROAD	AddressLine1Txt
City	WILMINGTON	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28403	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	Yes (true)	UndistributedIncomePYInd
Undistributed Income PY1	2021	UndistributedIncomePY1Yr
Undistributed Income PY2	2020	UndistributedIncomePY2Yr
Undistr Incm Sect4942a2 Not App	Yes (true)	UndistrIncmSect4942a2NotAppInd
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	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
AGNES BEANE
PO BOX 1039	WRIGHTSVILLE BEACH	NC	28480	TRUSTEE	000.00	$0	$0	$0
ELEANOR COOPER
PO BOX 1039	WRIGHTSVILLE BEACH	NC	28480	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	$1,311,864	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$15,609	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,327,473	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$1,327,473	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$19,912	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,307,561	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$65,378	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$65,378	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$679	TaxBasedOnInvestmentIncomeAmt
Total Tax	$679	TotalTaxAmt
Distributable Before Adj	$64,699	DistributableBeforeAdjAmt
Distributable Before Ded	$64,699	DistributableBeforeDedAmt
Distributable As Adjusted	$64,699	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$66,000	ExpensesAndContributionsAmt
Qualifying Distributions	$66,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$64,699	DistributableAsAdjustedAmt
Undistributed Income PY	$65,132	UndistributedIncomePYAmt
Prior Year1	2021	PriorYear1Yr
Prior Year2	2020	PriorYear2Yr
Total For Prior Years	$8,332	TotalForPriorYearsAmt
Qualifying Distributions	$66,000	QualifyingDistributionsAmt
Applied To Year1	$65,132	AppliedToYear1Amt
Applied To Current Year	$868	AppliedToCurrentYearAmt
Prior Year Undistributed Incm	$8,332	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$8,332	PriorYearDeficiencyOrTaxAmt
Undistributed Income CY	$63,831	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Restrictions On Awards	CONTRIBUTIONS TO CHURCHES AND TO TAX EXEMPT PUBLIC CHARITIES AND PRIVATE FOUNDATIONS SELECTED SOLEY BY TRUSTEE OF FOUNDATION.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	Address Line2RecipientUSAddress/AddressLine2Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
COASTAL LAND TRUST
131 RACINE DR	SUITE 202	WILMINGTON	NC	28403	CHARITABLE DONATION	$15,000
UNCW
601 S COLLEGE RD		WILMINGTON	NC	28403	CHARITABLE DONATION	$10,000
AIRLIE GARDENS
300 AIRLIE RD		WILMINGTON	NC	28403	CHARITABLE DONATION	$10,000
NC SYMPHONY
3700 GLENWOOD AVENUE	SUITE 130	RALEIGH	NC	27612	CHARITABLE DONATION	$2,500
ST JAMES CHURCH
25 SOUTH 3RD ST		WILMINGTON	NC	28401	CHARITABLE DONATION	$10,000
FRENCH HERITAGE SOCIETY
14 E 60TH STREET	SUITE 605	NEW YORK	NY	100227131	CHAIRITABLE DONATION	$2,500
EISENHOWER FELLLOWSHIP
250 S 16 ST		PHILADELPHIA	PA	19102	CHARITABLE DONATION	$3,000
RSV KIDS INC
2001 COMMERCE DR N		PEACHTREE CITY	GA	30269	CHARITABLE CONTRIBUTION	$3,000
CAPE FEAR COUNCIL BSA
110 LONGSTREET DR		WILMINGTON	NC	28412	CHARITABLE CONTRIBUTION	$2,000
BURGWYN WRIGHT HOUSE & GARDENS
224 MARKET ST		WILMINGTON	NC	28401	CHARITABLE CONTRIBUTION	$5,000
ST MATTHEW AME CHURCH
6809 WRITESVILLE AVE		WILMINGTON	NC	28403	CHARITABLE CONTRIBUTION	$3,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$66,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$307	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$37,606	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$20,206	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$58,119	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$58,119	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	CategoryTxt
Amt	$1,265	Amt
Net Investment Income	$1,265	NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDesc	How AcquiredHowAcquiredTxt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt	AcquiredAcquiredDt
MURCHISON/MAIRS/GOODMAN ST COVERED	PURCHASE	$4,168	$6,697	-$2,529
MURCHISON/MAIRS/GOODMAN ST NONCOVERE	PURCHASE	$20,000	$20,000		2023-01
MURCHISON LT COVERED	PURCHASE	$32,662	$29,114	$3,548
	PURCHASE

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	STOCKS AND MUTUAL FUNDS	StockNm
EOY Book Value	$869,000	EOYBookValueAmt
EOYFMV	$1,372,112	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	ORGANIZATIONAL COST-BEANE WRIGHT CRT	Desc
BOY Book Value	$10,780	BOYBookValueAmt
EOY Book Value	$10,780	EOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
NON DEDUCTIBLE FEDERAL TAX	$987
VALUE ADJUSTMENT	$310

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MANAGEMENT/ADVISOR	$6,653	$6,653

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	ADVANCE FROM BEANE CAPITAL, LLC	Desc
BOY Book Value	$12,869	BOYBookValueAmt
EOY Book Value	$12,869	EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAX W/H	CategoryTxt
Amt	$306	Amt
Net Investment Income	$306	NetInvestmentIncomeAmt

BEANE WRIGHT 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

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

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 (2 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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