SUE & JOHN IRVIN FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: SUE & JOHN IRVIN FOUNDATION (EIN 87-2704885)
Tax period: 2022-08-04 to 2022-12-31
Filed: 2023-05-03
IRS object ID: 202301239349101030
Schema version: 2022v5.0
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
Investments Corp Stock Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-03T14:38:24-04:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	561393362	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERTSON NEAL & COMPANY LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 2367	AddressLine1Txt
City	GREENSBORO	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	274022367	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-08-04	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	872704885	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SUE & JOHN IRVIN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SUE&	BusinessNameControlTxt
Phone	3362078778	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4100 WELLSPRING DRIVE APT 2206	AddressLine1Txt
City	GREENSBORO	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27410	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	NANCY B IRVIN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	3364781189	PhoneNum
Signature	2023-05-01	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	NANCY B	PersonFirstNm
Person Last	IRVIN	PersonLastNm

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

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	MARGARET M LUEBKE CPA	PreparerPersonNm
PTIN	P00003246	PTIN
Phone	3363799932	PhoneNum
Preparation	2023-05-03	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Initial Return	Yes (X)	InitialReturnInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$549,152	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	$521,595	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$58	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$58	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$58	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$9,860	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$9,860	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$9,860	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$46,236	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$503,091	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$46,236	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$577,749	TotalRevAndExpnssAmt
Total Net Invst Incm	$56,154	TotalNetInvstIncmAmt
Total Adj Net Incm	$9,918	TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss	$822	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$822	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$275	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$275	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$1	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$1,098	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,098	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$40,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$40,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$41,098	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,098	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$40,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$536,651	ExcessRevenueOverExpensesAmt
Net Investment Income	$55,056	NetInvestmentIncomeAmt
Adjusted Net Income	$9,918	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst EOY	$42,603	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$42,603	SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY	$494,048	CorporateStockEOYAmt
Corporate Stock EOYFMV	$506,549	CorporateStockEOYFMVAmt
Total Assets EOY	$536,651	TotalAssetsEOYAmt
Total Assets EOYFMV	$549,152	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests EOY	$536,651	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances EOY	$536,651	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$0	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$536,651	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Excess Revenue Over Expenses	$536,651	ExcessRevenueOverExpensesAmt
Subtotal	$536,651	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$536,651	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
47 ADVANCE AUTO PARTS	P	2022-06-27	2022-12-29	$6,849	$8,642	-$1,793	-$1,793
69 ALPHABET INC C	P	2022-10-24	2022-12-29	$6,159	$7,580	-$1,421	-$1,421
113 BRISTOL-MYERS SQUIBB	P	2022-10-24	2022-12-23	$8,217	$8,969	-$752	-$752
209 CIENA CORP	P	2022-06-27	2022-10-24	$8,945	$9,767	-$822	-$822
76 COLGATE-PALMOLIVE CO	P	2022-06-27	2022-12-23	$6,027	$6,055	-$28	-$28
154 COMCAST HOLDINGS INC	P	2022-06-27	2022-10-24	$4,811	$6,120	-$1,309	-$1,309
1329.226 DFA EMERGING MARKETS CORE E	P	2022-06-27	2022-11-18	$26,479	$28,710	-$2,231	-$2,231
2496.919 DFA INFLATION-PROTECTED SEC	P	2022-06-27	2022-11-18	$26,930	$30,000	-$3,070	-$3,070
41 FEDEX CORP	P	2022-10-24	2022-12-29	$7,181	$8,322	-$1,141	-$1,141
48 GLOBAL PAYMENTS INC	P	2022-06-27	2022-10-24	$5,519	$5,575	-$56	-$56
21 LAM RESEARCH CORP	P	2022-06-27	2022-10-24	$7,718	$9,445	-$1,727	-$1,727
132 UNILEVER PLC	P	2022-06-27	2022-10-24	$5,850	$6,075	-$225	-$225
2700 APPLE INC	D	2020-10-17	2022-06-27	$382,406	$321,595	$60,811	$60,811

Field	Value	IRS element (for citing)
Capital Gain Net Income	$46,236	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$14,575	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$765	InvestmentIncomeExciseTaxAmt
Subtotal	$765	SubtotalAmt
Tax Based On Investment Income	$765	TaxBasedOnInvestmentIncomeAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$24	EsPenaltyAmt
Tax Due	$789	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
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	NANCY B IRVIN	IndividualWithBooksNm
Phone	3362078778	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	4100 WELLSPRING DRIVE APT 2206	AddressLine1Txt
City	GREENSBORO	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27410	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 (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
NANCY B IRVIN
4100 WELLSPRING DRIVE APT 2206	GREENSBORO	NC	27410	PRESIDENT	0.25	$0	$0	$0
MELISSA BALL
5223 THE TRAIL	BRUINGTON	VA	23023	SECRETARY	0.25	$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	$527,403	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$55,843	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$583,246	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$583,246	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$8,749	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$574,497	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$11,805	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$11,805	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$765	TaxBasedOnInvestmentIncomeAmt
Total Tax	$765	TotalTaxAmt
Distributable Before Adj	$11,040	DistributableBeforeAdjAmt
Distributable Before Ded	$11,040	DistributableBeforeDedAmt
Distributable As Adjusted	$11,040	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$40,000	ExpensesAndContributionsAmt
Qualifying Distributions	$40,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$11,040	DistributableAsAdjustedAmt
Qualifying Distributions	$40,000	QualifyingDistributionsAmt
Applied To Current Year	$11,040	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$28,960	RemainingDistriFromCorpusAmt
Total Corpus	$28,960	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$28,960	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$28,960	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NANCY B IRVIN	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
TOE RIVER ARTS COUNCIL INC
269 OAK AVE	SPRUCE PINE	NC	28777	NONE	GENERAL FUND	$10,000
COMMUNITY FOUNDATION OF GREATER GRE
301 N ELM ST SUITE 100	GREENSBORO	NC	27401	NONE	WOMEN TO WOMEN	$30,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$40,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$58	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$9,860	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$46,236	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$9,918	ExclusionAmt
Related Or Exempt Function Incm	$46,236	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$56,154	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	NANCY B IRVIN	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	4100 WELLSPRING DRIVE APT 2206	AddressLine1Txt
City	GREENSBORO	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27410	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$521,595	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	2700 SH APPLE INC	NoncashPropertyDesc
Fair Market Value	$359,964	FairMarketValueAmt
Received	2022-06-13	ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	SCHWAB SECURITIES	StockNm
EOY Book Value	$494,048	EOYBookValueAmt
EOYFMV	$506,549	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ACCOUNT FEES	$1	$1

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$822	Amt
Net Investment Income	$822	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAX PAID	CategoryTxt
Amt	$275	Amt
Net Investment Income	$275	NetInvestmentIncomeAmt

SUE & JOHN IRVIN FOUNDATION: Form 990PF, tax year 2022

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

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 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

Non Cash Property Contribution NonCashPropertyContributionGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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