THE KATZ FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: THE KATZ FOUNDATION INC (EIN 13-3320975)
Tax period: 2022-08-01 to 2023-07-31
Filed: 2023-11-17
IRS object ID: 202313219349101001
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
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-17T07:13:29-08:00	ReturnTs
Tax Period End	2023-07-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	133358774	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Bernath & Rosenberg PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	126 Spruce Street	AddressLine1Txt
City	Cedarhurst	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11516	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-08-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	133320975	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Business Name Control	KATZ	BusinessNameControlTxt
Phone	2019280226	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1118 WARREN STREET	AddressLine1Txt
City	NEW MILFORD	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07646	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	AVI KATZ	PersonNm
Person Title	President	PersonTitleTxt
Signature	2023-11-17	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	AVI	PersonFirstNm
Person Last	KATZ	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	Barry Schechter	PreparerPersonNm
PTIN	P00010696	PTIN
Phone	2122211140	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	$308,301	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	$15,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$2	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$62	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$62	DividendsNetInvstIncmAmt
Gross Sales Price	$21	GrossSalesPriceAmt
Total Rev And Expnss	$15,064	TotalRevAndExpnssAmt
Total Net Invst Incm	$64	TotalNetInvstIncmAmt
Other Expenses Rev And Expnss	$51	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$51	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$51	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$51	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$59,119	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$59,119	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$59,170	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$51	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$59,119	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$44,106	ExcessRevenueOverExpensesAmt
Net Investment Income	$13	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$109,934	CashBOYAmt
Cash EOY	$71,096	CashEOYAmt
Cash EOYFMV	$71,096	CashEOYFMVAmt
Corporate Stock BOY	$1,300	CorporateStockBOYAmt
Mortgage Loans BOY	$16,796	MortgageLoansBOYAmt
Mortgage Loans EOY	$10,675	MortgageLoansEOYAmt
Mortgage Loans EOYFMV	$10,675	MortgageLoansEOYFMVAmt
Other Investments BOY	$200,000	OtherInvestmentsBOYAmt
Other Investments EOY	$202,153	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$226,530	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$328,030	TotalAssetsBOYAmt
Total Assets EOY	$283,924	TotalAssetsEOYAmt
Total Assets EOYFMV	$308,301	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$328,030	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$283,924	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$328,030	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$283,924	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$328,030	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$283,924	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$328,030	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$44,106	ExcessRevenueOverExpensesAmt
Subtotal	$283,924	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$283,924	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	RBC	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	1994-12-28	AcquiredDt
Sold	2022-04-08	SoldDt
Gross Sales Price	$21	GrossSalesPriceAmt
Cost Or Other Basis	$21	CostOrOtherBasisAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
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
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	AVI KATZ	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2019280226	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1118 WARREN STREET	AddressLine1Txt
City	NEW MILFORD	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07646	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 (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
AVI KATZ
1118 WARREN STREET	NEW MILFORD	NJ	07646	President	5.00	$0
NADINE KATZ
1118 WARREN STREET	NEW MILFORD	NJ	07646	Secretary	5.00	$0
SHIMON Y KATZ
4750 PALISADES AVENUE	RIVERDALE	NY	10471	Vice President	5.00	$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	$946	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$285,309	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$286,255	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$286,255	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$4,294	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$281,961	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$14,098	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$14,098	MinimumInvestmentReturnAmt
Distributable Before Adj	$14,098	DistributableBeforeAdjAmt
Distributable Before Ded	$14,098	DistributableBeforeDedAmt
Distributable As Adjusted	$14,098	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$59,119	ExpensesAndContributionsAmt
Qualifying Distributions	$59,119	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$14,098	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$13,429	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$21,300	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2	$104,285	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$101,876	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$240,890	TotalExcessDistributionCyovAmt
Qualifying Distributions	$59,119	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$14,098	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$45,021	RemainingDistriFromCorpusAmt
Total Corpus	$285,911	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$13,429	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$272,482	ExcessDistriCyovToNextYrAmt
Excess From Year4	$21,300	ExcessFromYear4Amt
Excess From Year2	$104,285	ExcessFromYear2Amt
Excess From Year1	$101,876	ExcessFromYear1Amt
Excess From Current Year	$45,021	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd
613 FOUNDATION
501 SILVERSIDE RD	WILMINGTON	DE	19809	NONE	Exempt	CHARITABLE	$22,000
ADAS ISRAEL Tzedakah Fund
2850 QUEBEC STREET NW	WASHINGTON	DC	20008	NONE	Exempt	CHARITABLE	$8,000
COLEL CHABAD
806 EASTERN PARKWAY	BROOKLYN	NY	11213	NONE	Exempt	CHARITABLE	$5,000
ALEPHBETORG
3 EAST EVERGREEN RD	NEW CITY	NY	10956	NONE	Exempt	CHARITABLE	$180
UKRANIAN REFUGEE AID
478 ALBANY AVE SUITE 136	BROOKLYN	NY	11203	NONE	Exempt	CHARITABLE	$10,000
FEDERATION OF JEWISH COMMUNITIES
445 PARK AVE 9TH FLOOR	NEW YORK	NY	10022	NONE	Exempt	CHARITABLE	$5,000
JEWISH CHILDREN MUSEUM
792 EASTERN PKWY	BROOKLYN	NY	11213	NONE	Exempt	CHARITABLE	$3,600
CHASDEI DEVORAH
1716 56TH ST	BROOKLYN	NY	11204	NONE	Exempt	CHARITABLE	$180
RIVERDALE FRIENDS OF HATZ
3700 Independence Avenue	RIVERDALE	NY	10463	NONE	Exempt	CHARITABLE	$1,000
CHABAD SHARONA KEFAR YONA
				NONE	Exempt	CHARITABLE	$859	POB44	KFAR YONA	KFAR YONA	IS	40300
STAND WITH US
PO BOX 341069	LOS ANGELES	CA	90034	NONE	Exempt	CHARITABLE	$500
ARZEI LEVANON
2103 CHAPEL AVE W	CHERRY HILL	NJ	08002	NONE	Exempt	CHARITABLE	$1,800
LUBAVITCH OF NEW HAMPSHIRE
1234 RIVER RD	MANCHESTER	NH	03104	NONE	Exempt	CHARITABLE	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$59,119	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$62	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$64	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$64	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	SHIMON KATZ	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	4750 PALISADES AVE	AddressLine1Txt
City	RIVERDALE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10471	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$15,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	BANK CHARGES	Desc
Revenue And Expenses Per Books	$51	RevenueAndExpensesPerBooksAmt
Net Investment Income	$51	NetInvestmentIncomeAmt

THE KATZ 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

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

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

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 (3 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 (13 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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

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