NATURAL HEALTH RESEARCH FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: NATURAL HEALTH RESEARCH FOUNDATION INC (EIN 22-3936343)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2023-01-11
IRS object ID: 202310129349101306
Schema version: 2021v4.1
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
Legal Fees Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-01-11T11:44:35-08:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	363430638	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PBG Financial Services PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	666 Dundee Rd Ste 401	AddressLine1Txt
City	Northbrook	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60062	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	223936343	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NATURAL HEALTH RESEARCH FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	NATU	BusinessNameControlTxt
Phone	2396732123	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	125 SW 3RD PLACE 200	AddressLine1Txt
City	CAPE CORAL	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33991	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DR JOSEPH M MERCOLA	PersonNm
Person Title	President	PersonTitleTxt
Signature	2023-01-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DR JOSEPH M	PersonFirstNm
Person Last	MERCOLA	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CHRISTOPHER PORTERA	PreparerPersonNm
PTIN	P00294457	PTIN
Phone	8472911400	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-03-07 01:45:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$3,151,274	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	$2,000,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$3,862	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$3,862	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$3,862	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$12,431	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$12,431	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$12,431	DividendsAdjNetIncmAmt
Other Income Rev And Expnss	$125,924	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$2,142,217	TotalRevAndExpnssAmt
Total Net Invst Incm	$16,293	TotalNetInvstIncmAmt
Total Adj Net Incm	$16,293	TotalAdjNetIncmAmt
Legal Fees Rev And Expnss	$403	LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl	$403	LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$1,975	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl	$1,975	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$191	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$191	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,569	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,569	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,522,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,522,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,524,569	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,524,569	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$617,648	ExcessRevenueOverExpensesAmt
Net Investment Income	$16,293	NetInvestmentIncomeAmt
Adjusted Net Income	$16,293	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$435,808	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$911,267	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$911,267	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$2,097,818	OtherInvestmentsBOYAmt
Other Investments EOY	$2,240,007	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,240,007	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$2,533,626	TotalAssetsBOYAmt
Total Assets EOY	$3,151,274	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,151,274	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$2,533,626	RetainedEarningBOYAmt
Retained Earning EOY	$3,151,274	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,533,626	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,151,274	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,533,626	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,151,274	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,533,626	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$617,648	ExcessRevenueOverExpensesAmt
Subtotal	$3,151,274	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$3,151,274	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$226	InvestmentIncomeExciseTaxAmt
Subtotal	$226	SubtotalAmt
Tax Based On Investment Income	$226	TaxBasedOnInvestmentIncomeAmt
Tax Due	$226	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
Org Report Or Register State	IL	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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	AMALIA LEGASPI	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2396732123	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	125 SW 3RD PLACE SUITE 200	AddressLine1Txt
City	CAPE CORAL	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33991	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 (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
DR JOSEPH M MERCOLA
125 SW 3RD PLACE SUITE 200	CAPE CORAL	FL	33991	President	0.00	$0
STEVEN RYE
125 SW 3RD PLACE SUITE 200	CAPE CORAL	FL	33991	CEO	0.00	$0
AMALIA LEGASPI
125 SW 3RD PLACE SUITE 200	CAPE CORAL	FL	33991	TREAS/SECRETARY	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	$734,410	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$734,410	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$734,410	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$11,016	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$723,394	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$36,170	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$36,170	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$226	TaxBasedOnInvestmentIncomeAmt
Total Tax	$226	TotalTaxAmt
Distributable Before Adj	$35,944	DistributableBeforeAdjAmt
Distributable Before Ded	$35,944	DistributableBeforeDedAmt
Distributable As Adjusted	$35,944	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,524,569	ExpensesAndContributionsAmt
Qualifying Distributions	$1,524,569	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$35,944	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$1,973,529	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,849,853	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,573,857	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,563,233	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,469,364	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$8,429,836	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,524,569	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$35,944	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,488,625	RemainingDistriFromCorpusAmt
Total Corpus	$9,918,461	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$1,973,529	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$7,944,932	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,849,853	ExcessFromYear4Amt
Excess From Year3	$1,573,857	ExcessFromYear3Amt
Excess From Year2	$1,563,233	ExcessFromYear2Amt
Excess From Year1	$1,469,364	ExcessFromYear1Amt
Excess From Current Year	$1,488,625	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
NATIONAL VACCINE INFORMATION CENTER
21525 Ridgetop Circle Ste 100	Sterling	VA	20166	NONE	EOF	DONATION	$400,000
CONSUMERS FOR DENTAL CHOICE
316 F STREET NE SUITE 210	WASHINGTON	DC	20002	NONE	EOF	DONATION	$243,000
AMERICAN ENVIRONMENTAL HEALTH STUDI
104 Walnut St	Binghampton	NY	13905	NONE	EOF	DONATION	$20,000
ORGANIC CONSUMER ASSOCIATION
6771 S SILVER HILL DRIVE	FINLAND	MN	55603	NONE	EOF	DONATION	$720,000
MERCURY POLICY PROJECT TIDES
1014 Torny Avenue	SAN FRANCISCO	CA	94129	NONE	EOF	DONATION	$37,000
COMPANION ANIMAL NUTRITION WELLNESS
112 W 18TH STREET	NEW YORK	NY	10011	NONE	EOF	DONATION	$100,000
MRSA SURVIVORS NETWORK
PO BOX 296	Morris	IL	60450	NONE	EOF	DONATION	$1,000
SWFL ALPHA EDU LEADERSHIP FOUNDATIO
PO BOX 61551	FORT MYERS	FL	33906	NONE	EOF	DONATION	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,522,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,862	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$12,431	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDesc	Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
ORD INC.- FLORIDA HEALTH	$1,994
ORD INC.-NATURAL HEALTH P	$116,045
ORDINARY INCOME - MERCOLA	$7,885

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$16,293	ExclusionAmt
Related Or Exempt Function Incm	$125,924	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$142,217	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 Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NATURAL HEALTH PARTNERS LLC	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	125 SW 3RD PLACE SUITE 205	AddressLine1Txt
City	CAPE CORAL	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33991	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$2,000,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$403	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$403	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
ORD INC.- FLORIDA HEALTH	$1,994
ORD INC.-NATURAL HEALTH P	$116,045
ORDINARY INCOME - MERCOLA	$7,885

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	PROFESSIONAL FEES	CategoryTxt
Amt	$1,975	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$1,975	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Amt	$191	Amt
Disbursements Charitable Prps	$191	DisbursementsCharitablePrpsAmt

NATURAL HEALTH RESEARCH FOUNDATION INC: Form 990PF, tax year 2021

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

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

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)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor Business Name ContributorBusinessName

Contributor US Address ContributorUSAddress

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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