ACKERMAN FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: ACKERMAN FOUNDATION INC (EIN 87-3473711)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-10-17
IRS object ID: 202322909349101402
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 Decreases Schedule
Other Expenses Schedule
Substantial Contributors Sch

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-10-17T10:51:10-04:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	141592927	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KARP ACKERMAN SMALL & HOGAN CPAS PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE HUDSON CITY CENTER SUITE 1 EAST	AddressLine1Txt
City	HUDSON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	125342340	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	873473711	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ACKERMAN FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ACKE	BusinessNameControlTxt
Phone	6468251450	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	551 SPOOK ROCK ROAD	AddressLine1Txt
City	HUDSON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12534	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CLAIRE ACKERMAN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5187557354	PhoneNum
Signature	2023-10-17	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	CLAIRE	PersonFirstNm
Person Last	ACKERMAN	PersonLastNm

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

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MATTHEW T MACKERER	PreparerPersonNm
PTIN	P01432827	PTIN
Phone	5188287618	PhoneNum
Preparation	2023-10-17	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	$363,561	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$60,599	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$523	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$523	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$523	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$312	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$312	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$312	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$171,910	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$232,509	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$171,910	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$233,344	TotalRevAndExpnssAmt
Total Net Invst Incm	$172,745	TotalNetInvstIncmAmt
Total Adj Net Incm	$835	TotalAdjNetIncmAmt
Other Expenses Net Invst Incm	$1,951	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,951	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$15,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$15,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$15,000	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,951	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$15,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$218,344	ExcessRevenueOverExpensesAmt
Net Investment Income	$170,794	NetInvestmentIncomeAmt
Adjusted Net Income	$835	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash EOY	$97,730	CashEOYAmt
Cash EOYFMV	$97,730	CashEOYFMVAmt
Corporate Stock BOY	$249,768	CorporateStockBOYAmt
Corporate Stock EOY	$265,831	CorporateStockEOYAmt
Corporate Stock EOYFMV	$265,831	CorporateStockEOYFMVAmt
Total Assets BOY	$249,768	TotalAssetsBOYAmt
Total Assets EOY	$363,561	TotalAssetsEOYAmt
Total Assets EOYFMV	$363,561	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$249,768	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$363,561	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$249,768	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$363,561	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$249,768	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$363,561	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$249,768	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$218,344	ExcessRevenueOverExpensesAmt
Subtotal	$468,112	SubtotalAmt
Other Decreases	$104,551	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$363,561	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	BANK OF AMERICA SECURITIES	PropertyDesc
How Acquired	D	HowAcquiredCd
Gross Sales Price	$232,509	GrossSalesPriceAmt
Cost Or Other Basis	$60,599	CostOrOtherBasisAmt
Gain Or Loss	$171,910	GainOrLossAmt
Gains Minus Excess Or Losses	$171,910	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$171,910	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,374	InvestmentIncomeExciseTaxAmt
Subtotal	$2,374	SubtotalAmt
Tax Based On Investment Income	$2,374	TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid	$5,493	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$5,493	TotalPaymentsAndCreditsAmt
Overpayment	$3,119	OverpaymentAmt
Applied To ES Tax	$3,119	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	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (true)	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	MATTHEW MACKERER	IndividualWithBooksNm
Phone	6468251450	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE HUDSON CITY CENTRE	AddressLine1Txt
City	HUDSON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12534	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 (4 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
CLAIRE ACKERMAN
551 SPOOK ROCK ROAD	HUDSON	NY	12534	PRESIDENT	10.00	$0	$0	$0
TERESA ACKERMAN
551 SPOOK ROCK ROAD	HUDSON	NY	12534	VICE PRESIDE	2.00	$0	$0	$0
LINDA WOOTON
7 GARDINER STREET	CATSKILL	NY	12414	SECRETARY	2.00	$0	$0	$0
MATTHEW MACKERER
ONE HUDSON CITY CENTRE	HUDSON	NY	12534	TREASURER	2.00	$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	$142,159	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$54,145	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$196,304	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$196,304	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,945	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$193,359	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$9,668	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$9,668	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,374	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,374	TotalTaxAmt
Distributable Before Adj	$7,294	DistributableBeforeAdjAmt
Distributable Before Ded	$7,294	DistributableBeforeDedAmt
Distributable As Adjusted	$7,294	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$15,000	ExpensesAndContributionsAmt
Qualifying Distributions	$15,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$7,294	DistributableAsAdjustedAmt
Qualifying Distributions	$15,000	QualifyingDistributionsAmt
Applied To Current Year	$7,294	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$7,706	RemainingDistriFromCorpusAmt
Total Corpus	$7,706	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$7,706	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$7,706	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	THE ACKERMAN FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	551 SPOOK ROCK ROAD	AddressLine1Txt
City	HUDSON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12534	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6468251450	RecipientPhoneNum
Form And Info And Materials	THE GRANT APPLICATION CAN BE MADE AVAILABLE BY REQUEST.	FormAndInfoAndMaterialsTxt
Submission Deadlines	ROLLING	SubmissionDeadlinesTxt
Restrictions On Awards	LIMITED TO ORGANIZATION'S MISSION	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt	Business Name Line2RecipientBusinessName/BusinessNameLine2Txt
COLUMBIA COUNTY RECOVERY KITCHEN
37 OAKWOOD LANE	RHINEBECK	NY	12572	CHARITABLE	$2,500
FRIENDS OF THE PUBLIC SQUARE HUDSON
PO BOX 1214	HUDSON	NY	12534	CHARITABLE	$2,500
HUDSON OPERA HOUSE INC
327 WARREN ST	HUDSON	NY	12534	CHARITABLE	$2,500
PS21 INC
2980 ROUTE 66	CHATHAM	NY	12037	CHARITABLE	$2,500	PO BOX 321
FRIENDS OF HUDSON YOUTH INC
PO BOX 285	HUDSON	NY	12534	CHARITABLE	$2,500
HIGH & MIGHTY THERAPEUTIC RIDING
71 COUNTY ROUTE 21C	GHENT	NY	12075	CHARITABLE	$2,500		AND DRIVING CENTER INC

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$15,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$523	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$312	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$171,910	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$835	ExclusionAmt
Related Or Exempt Function Incm	$171,910	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$172,745	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	TERESA ACKERMAN	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	551 SPOOK ROCK ROAD	AddressLine1Txt
City	HUDSON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12534	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$60,599	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	CORPORATATE STOCKS	NoncashPropertyDesc
Fair Market Value	$215,561	FairMarketValueAmt
Received	2022-11-08	ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	DONATED STOCK	StockNm
EOY Book Value	$265,831	EOYBookValueAmt
EOYFMV	$265,831	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSS	Desc
Amt	$104,551	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Net Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MANAGEMENT FEES	$1,854
BANK CHARGES	$97

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	THERESA ACKERMAN	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	551 SPOOK ROCK ROAD	AddressLine1Txt
City	HUDSON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12534	ZIPCd

ACKERMAN FOUNDATION INC: 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

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 (4 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 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 Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

US Address USAddress

Comments