SOGG FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: SOGG FOUNDATION INC (EIN 34-6537192)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-02
IRS object ID: 202343069349100909
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
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-02T10:47:04-04:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	814592974	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	NEO ACCOUNTING & TAX SERVICES LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1378 PEARL RD	AddressLine1Txt
City	BRUNSWICK	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	442123469	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	346537192	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOGG FOUNDATION INC	BusinessNameLine1Txt
Business Name Line2	C/O RANDOLPH D MARKEY	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	SOGG	BusinessNameControlTxt
Phone	2162724171	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	40 ADDISON LANE	AddressLine1Txt
City	MORELAND HILLS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	440222780	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RANDOLPH D MARKEY	PersonNm
Person Title	PRESIDENT/TREASURER	PersonTitleTxt
Phone	2669732566	PhoneNum
Signature	2023-10-27	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	RANDOLPH D	PersonFirstNm
Person Last	MARKEY	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	ERIC N RIEKE CPA MT	PreparerPersonNm
PTIN	P00051836	PTIN
Phone	3302201999	PhoneNum
Preparation	2023-11-02	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	$474,262	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

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	$41	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$41	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$41	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$13,204	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$13,204	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$13,204	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	-$2,326	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$56,622	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$566	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$10,919	TotalRevAndExpnssAmt
Total Net Invst Incm	$13,811	TotalNetInvstIncmAmt
Total Adj Net Incm	$13,245	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$1,525	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,525	AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss	$227	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$227	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$200	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$200	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$1,952	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,952	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$18,050	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$18,050	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$20,002	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,952	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$18,050	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$9,083	ExcessRevenueOverExpensesAmt
Net Investment Income	$11,859	NetInvestmentIncomeAmt
Adjusted Net Income	$13,245	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$40,555	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$37,095	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$37,095	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$536,511	OtherInvestmentsBOYAmt
Other Investments EOY	$437,167	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$437,167	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$577,066	TotalAssetsBOYAmt
Total Assets EOY	$474,262	TotalAssetsEOYAmt
Total Assets EOYFMV	$474,262	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$577,066	RetainedEarningBOYAmt
Retained Earning EOY	$474,262	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$577,066	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$474,262	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$577,066	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$474,262	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$577,066	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$9,083	ExcessRevenueOverExpensesAmt
Subtotal	$567,983	SubtotalAmt
Other Decreases	$93,721	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$474,262	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$566	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$165	InvestmentIncomeExciseTaxAmt
Subtotal	$165	SubtotalAmt
Tax Based On Investment Income	$165	TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid	$200	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$200	TotalPaymentsAndCreditsAmt
Overpayment	$35	OverpaymentAmt
Applied To ES Tax	$35	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	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	RANDOLPH D MARKEY	IndividualWithBooksNm
Phone	2162724171	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	40 ADDISON LANE	AddressLine1Txt
City	MORELAND HILLS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	440222780	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 (3 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
CAROL SOGG MARKEY
16566 JORDAN GARDNER OVAL 110	CHAGRIN FALLS	OH	44023	VP & SECRETA	000.00	$0	$0	$0
RANDOLPH D MARKEY
40 ADDISON LANE	MORELAND HILLS	OH	440222780	PRESIDENT/TR	000.00	$0	$0	$0
ROBERT G MARKEY JR
164 W CONCORD STREET	BOSTON	MA	02118	VICE PRESIDE	000.00	$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	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Tax Based On Investment Income	$165	TaxBasedOnInvestmentIncomeAmt
Total Tax	$165	TotalTaxAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$18,050	ExpensesAndContributionsAmt
Qualifying Distributions	$18,050	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$37,465	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3	$4,339	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$7,887	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$49,691	TotalExcessDistributionCyovAmt
Qualifying Distributions	$18,050	QualifyingDistributionsAmt
Remaining Distri From Corpus	$18,050	RemainingDistriFromCorpusAmt
Total Corpus	$67,741	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$37,465	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$30,276	ExcessDistriCyovToNextYrAmt
Excess From Year3	$4,339	ExcessFromYear3Amt
Excess From Year2	$7,887	ExcessFromYear2Amt
Excess From Current Year	$18,050	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	RANDOLPH D MARKEY	ContributingManagerNm
Contributing Manager	ROBERT G MARKEY JR	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	RANDOLPH D MARKEY	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	40 ADDISON LANE	AddressLine1Txt
City	MORELAND HILLS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	440222780	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	2162724171	RecipientPhoneNum
Recipient Email Address	RDMARKEY@GMAIL.COM	RecipientEmailAddressTxt
Form And Info And Materials	BRIEF LETTER OUTLINING NEEDS AND GOALS	FormAndInfoAndMaterialsTxt
Submission Deadlines	PRIOR TO SEPTEMBER 1 ANNUALLY	SubmissionDeadlinesTxt
Restrictions On Awards	NO UNSOLICITED REQUESTS ACCEPTED	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Business Name Line2RecipientBusinessName/BusinessNameLine2Txt
CITY YEAR CLEVELAND
820 PROSPECT AVE 2ND FLOO	CLEVELAND	OH	44115	PC	FUND OPERATIONS	$10,000
CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVE	CLEVELAND	OH	44195		FUND OPERATIONS	$2,000
FRIENDS OF BREAKTHROUGH SCHOOLS
3615 SUPERIOR AVE STE 310	CLEVELAND	OH	44114		FUND OPERATIONS	$2,000
JEWISH FEDERATION OF CLEVELAND
25701 SCIENCE PARK DR	BEACHWOOD	OH	44122		FUND OPERATIONS	$1,000
JUDSON FOUNDATION
16600 WARREN COURT	CHAGRIN FALLS	OH	44023		FUND OPERATIONS	$1,750
ROCK & ROLL HALL OF FAME
100 E 9TH ST	CLEVELAND	OH	44114		FUND OPERATIONS	$1,000
KIRTLAND COUNTRY CLUB SCHOLARSHIP
39438 KIRTLAND RD	WILLOUGHBY	OH	44094		FUND SCHOLARSHIP	$300	FUND

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$18,050	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$41	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$13,204	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	-$2,326	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$10,919	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$10,919	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING & TAX PREPARATION	CategoryTxt
Amt	$1,525	Amt
Net Investment Income	$1,525	NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Field	Value	IRS element (for citing)
Asset	8,955.2290 PIMCO RAE PLUS	AssetDesc
How Acquired	PURCHASE	HowAcquiredTxt
Sold	2022-12	SoldDt
Gross Sales Price	$56,056	GrossSalesPriceAmt
Basis	$58,948	BasisAmt
Total Net	-$2,892	TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	CHARLES SCHWAB 6996-0181	CategoryOrItemTxt
Listed At Cost Or FMV	FMV	ListedAtCostOrFMVCd
Book Value	$437,167	BookValueAmt
EOYFMV	$437,167	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
MARKET VALUE DECREASE	$85,787
MISC	$7,934

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXPENSES
STATE REGISTRATION FEE	$200	$200

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES	$96	$96
FEDERAL TAX	$131	$131

SOGG 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

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 (3 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 (7 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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

Comments