SCALLORNS FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: SCALLORNS FAMILY FOUNDATION (EIN 81-4778012)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-05-11
IRS object ID: 202341319349105469
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
Accounting Fees Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-11T20:05:30-07:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	371309334	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	VOELLINGER SIMPSON DOLAN & ASSOC PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4505 N Illinois St Ste 2	AddressLine1Txt
City	Swansea	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	62226	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	814778012	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE SCALLORNS FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SCAL	BusinessNameControlTxt
Phone	5737962981	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 19	AddressLine1Txt
City	CALIFORNIA	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	65018	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOE W SCALLORNS	PersonNm
Person Title	Director	PersonTitleTxt
Signature	2023-05-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JOE W	PersonFirstNm
Person Last	SCALLORNS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	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	SHAWN R DOLAN	PreparerPersonNm
PTIN	P01267744	PTIN
Phone	6182338515	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

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)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$298,494	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	$66,825	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$6,314	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$6,314	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$6,314	DividendsAdjNetIncmAmt
Total Rev And Expnss	$73,139	TotalRevAndExpnssAmt
Total Net Invst Incm	$6,314	TotalNetInvstIncmAmt
Total Adj Net Incm	$6,314	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$2,100	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$2,100	AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss	$10	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$10	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,110	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,110	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$40,918	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$40,918	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$43,028	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$43,028	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$30,111	ExcessRevenueOverExpensesAmt
Net Investment Income	$6,314	NetInvestmentIncomeAmt
Adjusted Net Income	$6,314	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$77,787	CashBOYAmt
Cash EOY	$67,898	CashEOYAmt
Cash EOYFMV	$67,898	CashEOYFMVAmt
Sav And Temp Cash Invst EOY	$40,000	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$39,871	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$158,652	CorporateStockBOYAmt
Corporate Stock EOY	$158,652	CorporateStockEOYAmt
Corporate Stock EOYFMV	$190,725	CorporateStockEOYFMVAmt
Total Assets BOY	$236,439	TotalAssetsBOYAmt
Total Assets EOY	$266,550	TotalAssetsEOYAmt
Total Assets EOYFMV	$298,494	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$236,439	RetainedEarningBOYAmt
Retained Earning EOY	$266,550	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$236,439	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$266,550	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$236,439	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$266,550	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$236,439	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$30,111	ExcessRevenueOverExpensesAmt
Subtotal	$266,550	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$266,550	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$88	InvestmentIncomeExciseTaxAmt
Subtotal	$88	SubtotalAmt
Tax Based On Investment Income	$88	TaxBasedOnInvestmentIncomeAmt
Tax Due	$88	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	MO	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	JOE W SCALLORNS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5737962981	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 19	AddressLine1Txt
City	CALIFORNIA	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	65018	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 (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
JOE W SCALLORNS
PO BOX 19	CALIFORNIA	MO	65018	Director	1.00	$0
MARY F SCALLORNS
PO BOX 19	CALIFORNIA	MO	65018	Director	0.00	$0
JOSEPH R SCALLORNS
403 PLEASANT VIEW CIRCLE	BLACKSBURG	VA	24060	Director	0.00	$0
KATRINA M POWELL
403 PLEASANT VIEW CIRCLE	BLACKSBURG	VA	24060	Director	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	$193,280	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$72,842	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$20,000	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$286,122	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$286,122	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$4,292	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$281,830	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$14,092	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$14,092	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$88	TaxBasedOnInvestmentIncomeAmt
Total Tax	$88	TotalTaxAmt
Distributable Before Adj	$14,004	DistributableBeforeAdjAmt
Distributable Before Ded	$14,004	DistributableBeforeDedAmt
Distributable As Adjusted	$14,004	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$43,028	ExpensesAndContributionsAmt
Qualifying Distributions	$43,028	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$14,004	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$22,075	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$21,177	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$30,618	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$20,420	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$33,620	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$127,910	TotalExcessDistributionCyovAmt
Qualifying Distributions	$43,028	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$14,004	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$29,024	RemainingDistriFromCorpusAmt
Total Corpus	$156,934	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$22,075	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$134,859	ExcessDistriCyovToNextYrAmt
Excess From Year4	$21,177	ExcessFromYear4Amt
Excess From Year3	$30,618	ExcessFromYear3Amt
Excess From Year2	$20,420	ExcessFromYear2Amt
Excess From Year1	$33,620	ExcessFromYear1Amt
Excess From Current Year	$29,024	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JOE W SCALLORNS	ContributingManagerNm
Contributing Manager	MARY F SCALLORNS	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
UNIVERSITY OF MISSOURI
407 REYNOLDS ALUMNI CENTER	COLUMBIA	MO	65211	NONE	PC	SCHOLARSHIP FUND	$11,250
RADIO IQWVTF
PO BOX 2737	ROANOKE	VA	24001	NONE	PC	ARTS	$300
ST JOHN NEUMAN ACADEMY
3600 YELLOW SULPHER ROAD	BLACKSBURG	VA	24060	NONE	PC	FINANCIAL ASSISTANCE TO KEEP CATHOLIC EDUCATION AFFORDABLE	$500
FEEDING AMERICAN VA
1025 ELECTRIC ROAD	SALEM	VA	24012	NONE	PC	HUNGER RELIEF IN VIRGINIA	$5,000
US AIR FORCE
509 SPIRIT BLVD	WHITEMAN AFB	MO	65305	NONE	GOV	TICKETS AND EVENT COSTS FOR "WHITEMAN DAY AT MIZZOU" FOR MILITARY APPRECIATION DAY	$11,814
LOCAL OFFICE ON AGING
4932 FRONTAGE ROAD	ROANAKE	VA	24019	NONE	PC	MEALS ON WHEELS	$1,000
SEEDS EDUCATIONAL SERVICES
2707 CONGRESS STREET	SAN DIEGO	CA	92110	NONE	PC	EDUCATIONAL PROGRAM	$300
FOOD BANK OF NC MISSOURI
2101 VANDIVER DRIVE	COLUMBIA	MO	65202	NONE	PC	HUNGER RELIEF IN MISSOURI	$5,000
SHENANDOAH NATIONAL PARK TRUST
1750 ALLIED STREET	CHARLOTTESVILLE	VA	22903	NONE	PC	CONSERVATION AND SCIENCE	$1,000
JEFFERSON CENTER
4851 INDEPENDENCE	WHEAT RIDGE	CO	80033	NONE	PC	ARTS	$300
POWELL GARDENS
1609 NW US HWY 50	KINGSVILLE	MO	64061	NONE	PC	BOTANICAL GARDENS	$250
VIRGINIA TECH UNIVERSITY
925 PRICES FORK ROAD	BLACKSBURG	VA	24061	NONE	PC	CENTER FOR RMDS	$2,000
INTERNATIONAL RESCUE COMMITTEE
PO BOX 6068	ALBERT LEA	MN	56007	NONE	PC	HUMANITARIAN RELIEF	$500
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE	WASHINGTON	DC	20001	NONE	PC	HUMANITARIAN RELIEF	$500
EVANDRO KOPPER
207 N OWEN STREET	CALIFORNIA	MO	65018	NONE	I	LUTHERAN HISPANIC MINISTRIES	$1,004
GREATER FEDERATION OF WOMENS CLUB
1734 N STREET NW	WASHINGTON	DC	20036	NONE	PC	COMMUNITY INVOLVEMENT	$100
MISSOURI GIRLS TOWN FOUNDATION
8548 JADE ROAD	KINGDOM CITY	MO	65262	NONE	PC	CARE FOR NEGLECTED WOMEN	$100

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$40,918	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Related Or Exempt Function Incm	$6,314	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$6,314	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$6,314	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	JOE W AND MARY F SCALLORNS	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 19	AddressLine1Txt
City	CALIFORNIA	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	65018	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$50,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Amt	$2,100	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$2,100	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	OTHER	Desc
Revenue And Expenses Per Books	$10	RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps	$10	DisbursementsCharitablePrpsAmt

SCALLORNS FAMILY 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

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 (4 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 (17 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Comments