THE SWAMINATHAN AND GARG FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: THE SWAMINATHAN AND GARG FOUNDATION (EIN 30-0405066)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-09-19
IRS object ID: 202322629349100202
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
Investments Corp Stock Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-09-19T09:03:57-04:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	200066212	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	24610 DETROIT ROAD SUITE 150	AddressLine1Txt
City	WESTLAKE	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	441452543	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	300405066	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE SWAMINATHAN AND GARG FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SWAM	BusinessNameControlTxt
Phone	4408921317	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	28853 WOODMILL DRIVE	AddressLine1Txt
City	WESTLAKE	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44145	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SANJAY GARG	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4408921317	PhoneNum
Signature	2023-09-08	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SANJAY	PersonFirstNm
Person Last	GARG	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	JAMES T GUZOWSKI CPA	PreparerPersonNm
PTIN	P00324727	PTIN
Phone	4403489200	PhoneNum
Preparation	2023-09-18	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)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$54,918	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	$45,579	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$964	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$964	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$9,116	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$9,116	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,557	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$78,721	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$11,226	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$57,216	TotalRevAndExpnssAmt
Total Net Invst Incm	$21,306	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$1,420	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,420	AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss	$6,002	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$6,002	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$7,422	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$7,422	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$50,530	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$50,530	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$57,952	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$7,422	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$50,530	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$736	ExcessRevenueOverExpensesAmt
Net Investment Income	$13,884	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$56,205	CashBOYAmt
Cash EOY	$24,439	CashEOYAmt
Cash EOYFMV	$24,440	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$34,076	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$30,478	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$30,478	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$507,690	CorporateStockBOYAmt
Corporate Stock EOY	$542,318	CorporateStockEOYAmt
Total Assets BOY	$597,971	TotalAssetsBOYAmt
Total Assets EOY	$597,235	TotalAssetsEOYAmt
Total Assets EOYFMV	$54,918	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$597,971	RetainedEarningBOYAmt
Retained Earning EOY	$597,235	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$597,971	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$597,235	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$597,971	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$597,235	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$597,971	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$736	ExcessRevenueOverExpensesAmt
Subtotal	$597,235	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$597,235	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NORTHWESTERN - MUTUAL DETAIL ON FILE	P	$65,377	$59,779	$5,598	$5,598
NORTHWESTERN MUTUAL - DETAIL ON FILE	P	$6,659	$7,716	-$1,057	-$1,057

Field	Value	IRS element (for citing)
Capital Gain Net Income	$11,226	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$193	InvestmentIncomeExciseTaxAmt
Subtotal	$193	SubtotalAmt
Tax Based On Investment Income	$193	TaxBasedOnInvestmentIncomeAmt
Tax Due	$193	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	OH	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	SANJAY GARG	IndividualWithBooksNm
Phone	4405901261	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	28853 WOODMILL DRIVE	AddressLine1Txt
City	WESTLAKE	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44145	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
SANJAY GARG
28853 WOODMILL DRIVE	WESTLAKE	OH	44145	PRESIDENT	0.50	$0	$0	$0
MALAVIKA N GARG
28853 WOODMILL DRIVE	WESTLAKE	OH	44145	VICE PRESIDE	0.50	$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	$541,546	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$30,334	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$571,880	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$571,880	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$8,578	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$563,302	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$28,165	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$28,165	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$193	TaxBasedOnInvestmentIncomeAmt
Total Tax	$193	TotalTaxAmt
Distributable Before Adj	$27,972	DistributableBeforeAdjAmt
Distributable Before Ded	$27,972	DistributableBeforeDedAmt
Distributable As Adjusted	$27,972	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$50,530	ExpensesAndContributionsAmt
Qualifying Distributions	$50,530	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$27,972	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$44,123	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$86,053	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2	$19,525	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$2,195	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$151,896	TotalExcessDistributionCyovAmt
Qualifying Distributions	$50,530	QualifyingDistributionsAmt
Applied To Current Year	$27,972	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$22,558	RemainingDistriFromCorpusAmt
Total Corpus	$174,454	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$44,123	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$130,331	ExcessDistriCyovToNextYrAmt
Excess From Year4	$86,053	ExcessFromYear4Amt
Excess From Year2	$19,525	ExcessFromYear2Amt
Excess From Year1	$2,195	ExcessFromYear1Amt
Excess From Current Year	$22,558	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	SANJAY GARG	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	Address Line2RecipientUSAddress/AddressLine2Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
YOUTH OPPORTUNITIES UNLIMITED
1228 EUCLID AVE	STE 200	CLEVELAND	OH	44115	NONE	501(C)(3)	CHARITABLE CONTRIBUTION	$10,000
HOMES OF HOPE INDIA
1413 HAWTHORNE ROAD		WILMINGTON	NC	28403	NONE	501(C)(3)	CHARITABLE CONTRIBUTION	$3,000
GO LAADLI
5200 IRON HORSE PARKWAY	APT 515	DUBLIN	CA	94568	NONE	501(C)(3)	CHARITABLE CONTRIBUTION	$3,350
ST MARTIN DE PORRES
6202 ST CLAIR AVE		CLEVELAND	OH	44103	NONE	501(C)(3)	CHARITABLE CONTRIBUTION	$11,500
ST EDWARD HIGH SCHOOL
13500 DETROIT AVENUE		LAKEWOOD	OH	44107	NONE	501(C)(3)	CHARITABLE CONTRIBUTION	$10,000
CLEVELAND METROPOLITAN SCHOOL DISTR
1111 SUPERIOR AVENUE E	SUITE 1800	CLEVELAND	OH	44114	NONE	501(C)(3)	CHARITABLE CONTRIBUTION	$2,000
MINDS MATTER COLORADO
PO BOX 16610		DENVER	CO	80216	NONE	501(C)(3)	CHARITABLE CONTRIBUTION	$5,280
FLUME FOUNDATION FOR KOLKATA CITY
201 COLUMBINE STREET	SUITE 150	DENVER	CO	80206	NONE	501(C)(3)	CHARITABLE CONTRIBUTION	$5,400

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$50,530	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$964	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$9,116	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,557	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$11,637	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$11,637	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 (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd	Person ContributionPersonContributionInd
SANJAY MALAVIKA GARG
1	28853 WOODMILL DRIVE	WESTLAKE	OH	44145	$30,135	Yes (X)
ADITI NATHAN GARG
2	4301 WOODBINE AVENUE	CLEVELAND	OH	44113	$6,000		Yes (X)
SAVINAY CHADRASEKHAR
3	4985 CLAY STREET	DENVER	CO	80221	$7,644		Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	455 ISHARES TR GLOBAL 100 ETF	NoncashPropertyDesc
Fair Market Value	$30,135	FairMarketValueAmt
Received	2022-11-15	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$1,420	Amt
Net Investment Income	$1,420	NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
EOY Book Value	$542,318	EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXPENSES
OHIO FILING FEE	$34	$34
FEDERAL TAXES	$1,340	$1,340
FOREIGN TAX PAID	$157	$157
INVESTMENT ADVISORY FEES	$4,471	$4,471

THE SWAMINATHAN AND GARG 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 (2 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 (8 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 (3 entries)

Non Cash Property Contribution NonCashPropertyContributionGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

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