JUDITH & LESTER LIEBERMAN FOUNDATION A NEW JERSEY NONPROFIT: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: JUDITH & LESTER LIEBERMAN FOUNDATION A NEW JERSEY NONPROFIT (EIN 22-3584229)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-02
IRS object ID: 202211229349101451
Schema version: 2021v4.0
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
Investments Corp Stock Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-02T11:56:47-07:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	222377538	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Gittelman & Company PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 2369	AddressLine1Txt
City	Clifton	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07015	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	223584229	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE JUDITH & LESTER LIEBERMAN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JUDI	BusinessNameControlTxt
Phone	3017607525	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	403 METZGER DRIVE	AddressLine1Txt
City	WEST ORANGE	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07052	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JUDITH LIEBERMAN	PersonNm
Person Title	President	PersonTitleTxt
Signature	2022-05-02	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JUDITH	PersonFirstNm
Person Last	LIEBERMAN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Mark I Gittelman CPA	PreparerPersonNm
PTIN	P00059708	PTIN
Phone	9737788885	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	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$674,989	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
Dividends Rev And Expnss	$1,185	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,185	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$94	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$42,010	GrossSalesPriceAmt
Total Rev And Expnss	$1,091	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,185	TotalNetInvstIncmAmt
Taxes Rev And Expnss	$1,848	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$6	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$1,854	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$95,971	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$95,971	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$97,825	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$95,971	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$96,734	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,185	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$76,882	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$21,064	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$21,064	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$242,161	CorporateStockBOYAmt
Corporate Stock EOY	$201,245	CorporateStockEOYAmt
Corporate Stock EOYFMV	$653,925	CorporateStockEOYFMVAmt
Total Assets BOY	$319,043	TotalAssetsBOYAmt
Total Assets EOY	$222,309	TotalAssetsEOYAmt
Total Assets EOYFMV	$674,989	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$319,043	RetainedEarningBOYAmt
Retained Earning EOY	$222,309	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$319,043	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$222,309	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$319,043	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$222,309	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$319,043	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$96,734	ExcessRevenueOverExpensesAmt
Subtotal	$222,309	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$222,309	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2092.676 VANGUARD ULTRA SHORT TERM BOND FUND	P	2020-07-07	2021-12-15	$42,000	$42,104	-$104	-$104
Capital Gain Dividends						$10

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$94	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$16	InvestmentIncomeExciseTaxAmt
Subtotal	$16	SubtotalAmt
Tax Based On Investment Income	$16	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,364	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$2,364	TotalPaymentsAndCreditsAmt
Overpayment	$2,348	OverpaymentAmt
Applied To ES Tax	$2,348	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	NJ	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

Persons With Books Name PersonsWithBooksName

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

Field	Value	IRS element (for citing)
Phone	3017607525	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	403 METZGER DRIVE	AddressLine1Txt
City	WEST ORANGE	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07052	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
JUDITH LIEBERMAN
403 METZGER DRIVE	WEST ORANGE	NJ	07052	President	0.00	$0
SUSAN LIEBERMAN
4 GRACE HILL COURT	TITUSVILLE	NJ	08560	Treasurer	0.00	$0
JANE LIEBERMAN
7200 FAIRFAX ROAD	BETHESDA	MD	20814	Vice President	0.00	$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).	Description1Txt
Expenses1	$0	Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$687,765	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$67,840	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$755,605	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$755,605	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$11,334	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$744,271	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$37,214	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$37,214	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$16	TaxBasedOnInvestmentIncomeAmt
Total Tax	$16	TotalTaxAmt
Distributable Before Adj	$37,198	DistributableBeforeAdjAmt
Distributable Before Ded	$37,198	DistributableBeforeDedAmt
Distributable As Adjusted	$37,198	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$95,971	ExpensesAndContributionsAmt
Qualifying Distributions	$95,971	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$37,198	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$143,887	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$117,068	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$87,528	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$34,063	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$101,694	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$484,240	TotalExcessDistributionCyovAmt
Qualifying Distributions	$95,971	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$37,198	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$58,773	RemainingDistriFromCorpusAmt
Total Corpus	$543,013	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$143,887	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$399,126	ExcessDistriCyovToNextYrAmt
Excess From Year4	$117,068	ExcessFromYear4Amt
Excess From Year3	$87,528	ExcessFromYear3Amt
Excess From Year2	$34,063	ExcessFromYear2Amt
Excess From Year1	$101,694	ExcessFromYear1Amt
Excess From Current Year	$58,773	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	JUDITH LIEBERMAN	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	403 METZGER DRIVE	AddressLine1Txt
City	WEST ORANGE	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07052	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	3017607525	RecipientPhoneNum
Form And Info And Materials	WRITTEN SPECIFYING PURPOSE OF CONTRIBUTION.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Field	Value	IRS element (for citing)
Recipient Person	SEE ATTACHED LISTING	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	VARIOUS	AddressLine1Txt
City	VARIOUS	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07960	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationshipTxt
Recipient Foundation Status	N/A	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	VARIOUS	GrantOrContributionPurposeTxt
Amt	$95,971	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$95,971	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,185	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$94	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,091	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,091	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	1	LineNumberTxt
Relationship Statement	N/A	RelationshipStatementTxt

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	COMMON STOCK AND MUTUAL FUNDS	StockNm
EOY Book Value	$201,245	EOYBookValueAmt
EOYFMV	$653,925	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	OTHER FEES	Desc
Revenue And Expenses Per Books	$6	RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	990PF ESTIMATES	CategoryTxt
Amt	$1,848	Amt

JUDITH & LESTER LIEBERMAN FOUNDATION A NEW JERSEY NONPROFIT: 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

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

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)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

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

Recipient US Address RecipientUSAddress

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

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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