WOLFE H AND LYNN R BRAGIN FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: WOLFE H AND LYNN R BRAGIN FAMILY FOUNDATION INC (EIN 46-1409463)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2023-06-15
IRS object ID: 202311669349100236
Schema version: 2021v4.2
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
Investments Corp Stock Schedule
Legal Fees Schedule
Other Decreases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-06-15T19:20:23-04:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	454917700	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Charles J Zimmerer PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	601 Brickell Key Dr Ste 700	AddressLine1Txt
City	Miami	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33131	ZIPCd

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

Filer Filer

Field	Value	IRS element (for citing)
EIN	461409463	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WOLFE H AND LYNN R BRAGIN FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WOLF	BusinessNameControlTxt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2631 NW 64TH BLVD	AddressLine1Txt
City	Boca Raton	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33496	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WOLFE H BRAGIN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5619880888	PhoneNum
Signature	2023-06-15	SignatureDt
Discuss With Paid Preparer	false	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	WOLFE	PersonFirstNm
Person Last	BRAGIN	PersonLastNm

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Charles Zimmerer	PreparerPersonNm
PTIN	P00683651	PTIN
Phone	7864640403	PhoneNum
Preparation	2023-06-15	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	0	TrustedCustomerCd
OOB Security Verification	00	OOBSecurityVerificationCd
Authentication Assurance Level	AAL2	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	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	$604,714	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

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	$11,620	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$11,620	InterestOnSavNetInvstIncmAmt
Total Rev And Expnss	$11,620	TotalRevAndExpnssAmt
Total Net Invst Incm	$11,620	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$61	LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl	$61	LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$1,983	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl	$1,983	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$3,256	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$3,256	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$29,849	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$29,849	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$47	PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl	$47	PrintingAndPubDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$35,196	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$35,196	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$63,848	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$63,848	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$99,044	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$99,044	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$87,424	ExcessRevenueOverExpensesAmt
Net Investment Income	$11,620	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$104,313	CashBOYAmt
Cash EOY	$18,939	CashEOYAmt
Cash EOYFMV	$18,939	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$586,220	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$570,800	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$570,800	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$10,915	CorporateStockBOYAmt
Corporate Stock EOY	$14,975	CorporateStockEOYAmt
Corporate Stock EOYFMV	$14,975	CorporateStockEOYFMVAmt
Total Assets BOY	$701,448	TotalAssetsBOYAmt
Total Assets EOY	$604,714	TotalAssetsEOYAmt
Total Assets EOYFMV	$604,714	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$701,448	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$604,714	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$701,448	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$604,714	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$701,448	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$604,714	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$701,448	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$87,424	ExcessRevenueOverExpensesAmt
Subtotal	$614,024	SubtotalAmt
Other Decreases	$9,310	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$604,714	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$162	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$162	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$162	TaxBasedOnInvestmentIncomeAmt
Tax Due	$162	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	FL	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
Individual With Books	WOLFE H BRAGIN	IndividualWithBooksNm
Phone	5619880888	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2631 NW 64TH BLVD	AddressLine1Txt
City	Boca Raton	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33496	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
Undistr Incm Sect4942a2 Not App	false	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
WOLFE H BRAGIN
2631 NW 64TH BLVD	Boca Raton	FL	33496	PRESIDENT	0.00	$0	$0	$14,924
LYNN R BRAGIN
2631 NW 64TH BLVD	Boca Raton	FL	33496	SECRETARY	0.00	$0	$0	$14,925

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	American Friends of Magen David Adom AFMDA	Description1Txt
Expenses1	$29,849	Expenses1Amt
Description2	Jewish Federation	Description2Txt
Expenses2	$0	Expenses2Amt
Description3	Friends of Israeli Defense Forces	Description3Txt
Expenses3	$0	Expenses3Amt
Description4	Hebrew Congregation	Description4Txt
Expenses4	$0	Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$593,640	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$44,083	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$637,723	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$637,723	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$9,566	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$628,157	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$31,408	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$31,408	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$162	TaxBasedOnInvestmentIncomeAmt
Total Tax	$162	TotalTaxAmt
Distributable Before Adj	$31,246	DistributableBeforeAdjAmt
Distributable Before Ded	$31,246	DistributableBeforeDedAmt
Distributable As Adjusted	$31,246	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$99,044	ExpensesAndContributionsAmt
Qualifying Distributions	$99,044	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$31,246	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$18,316	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$36,680	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$35,444	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$62,200	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$110,637	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$263,277	TotalExcessDistributionCyovAmt
Qualifying Distributions	$99,044	QualifyingDistributionsAmt
Applied To Current Year	$31,246	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$67,798	RemainingDistriFromCorpusAmt
Total Corpus	$331,075	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$18,316	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$312,759	ExcessDistriCyovToNextYrAmt
Excess From Year4	$36,680	ExcessFromYear4Amt
Excess From Year3	$35,444	ExcessFromYear3Amt
Excess From Year2	$62,200	ExcessFromYear2Amt
Excess From Year1	$110,637	ExcessFromYear1Amt
Excess From Current Year	$67,798	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	Wolfe Bragin	ContributingManagerNm
Contributing Manager	Lynn Bragin	ContributingManagerNm
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	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AFMDA American Friends of Magen
David Odom - 4371 Northlake Blv 361	Palm Beach Gardens	FL	33410	To support Israels national emergency medical ser	$50,000
Jewish Federation
9901 Donna Klein Blvd	Boca Raton	FL	33428	Supporting planning for Jewish needs locally	$5,000
FIDF Friends of Israeli Defense For
8177 Glades Road	Boca Raton	FL	33434	To provide well-being soliders veterans & family	$8,000
American Red Cross
600 NE 3rd Ave	Fort Lauderdale	FL	33304	Support Blood Donation	$82
Hebrew Congregation
2401 Willow Springs Dr	Boca Raton	FL	33496	Support religious worship in Broken Sound Communit	$360
The PAPs Corp
1191 E Newport Center Ste 107	Deerfield Beach	FL	33442	To support Organizations Mission to fight cancer	$260
Hadassah South Florida
1329 Congress Ave 209	Boynton Beach	FL	33426	To support Jewish womens social causes	$11
The New Florida Follies
PO Box 670487	Pompano Beach	FL	33067	To support senior dance group and children	$135

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$63,848	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$11,620	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$11,620	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$11,620	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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	Equities	StockNm
EOY Book Value	$14,975	EOYBookValueAmt
EOYFMV	$14,975	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	Registration Fee	CategoryTxt
Legal Fees	$61	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$61	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	Decrease in Value of Securities	Desc
Amt	$9,310	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	Other Professional Fee	CategoryTxt
Amt	$1,983	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$1,983	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Taxes Paid	CategoryTxt
Amt	$3,256	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$3,256	DisbursementsCharitablePrpsAmt

WOLFE H AND LYNN R BRAGIN FAMILY 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

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)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

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

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments