MICHAEL AND MARCIA KAUFMAN FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: MICHAEL AND MARCIA KAUFMAN FOUNDATION INC (EIN 82-3765330)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-08-01
IRS object ID: 202212139349100331
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
Accounting Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-08-01T13:53:54-07:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	113640383	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SUPERIOR CONSULTING SERVICES	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	216 GRANT ST	AddressLine1Txt
City	MASSAPEQUA PARK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11762	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	823765330	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Michael and Marcia Kaufman	BusinessNameLine1Txt
Business Name Line2	Foundation Inc	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	MICH	BusinessNameControlTxt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1121 South Military Trail 423	AddressLine1Txt
City	Deerfield Beach	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33442	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Michael Kaufman	PersonNm
Person Title	President	PersonTitleTxt
Signature	2022-08-01	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Michael	PersonFirstNm
Person Last	Kaufman	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Aron Epstein CPA	PreparerPersonNm
PTIN	P01072109	PTIN
Phone	6462593884	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	$0	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	$21,947	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$2,782	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,782	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$2,782	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$9	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$128,298	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$19,885	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$12,313	NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss	$24,738	TotalRevAndExpnssAmt
Total Net Invst Incm	$22,667	TotalNetInvstIncmAmt
Total Adj Net Incm	$15,095	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$2,000	AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$2,000	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$12,820	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$12,820	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$14,820	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$12,820	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$9,918	ExcessRevenueOverExpensesAmt
Net Investment Income	$22,667	NetInvestmentIncomeAmt
Adjusted Net Income	$15,095	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Corporate Stock BOY	$259,365	CorporateStockBOYAmt
Corporate Stock EOY	$250,933	CorporateStockEOYAmt
Total Assets BOY	$259,365	TotalAssetsBOYAmt
Total Assets EOY	$250,933	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Loans From Officers BOY	$18,350	LoansFromOfficersBOYAmt
Total Liabilities BOY	$18,350	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$241,015	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$250,933	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$241,015	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$250,933	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$259,365	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$250,933	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$241,015	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$9,918	ExcessRevenueOverExpensesAmt
Subtotal	$250,933	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$250,933	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Vanguard InterTerm ST Covered	P	2021-01-01	2021-01-01	$12,389	$12,214	$175	$175
Vanguard Internl Gwth - Covered	P	2021-01-01	2021-01-01	$53,429	$40,951	$12,478	$12,478
Vanguard Total Bond Index - Covered	P	2021-01-01	2021-01-01	$14,665	$15,005	-$340	-$340
Vanguard Internl Gwth - Covered	P	2019-01-01	2021-01-01	$47,815	$40,243	$7,572	$7,572

Field	Value	IRS element (for citing)
Capital Gain Net Income	$19,885	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$12,313	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$315	InvestmentIncomeExciseTaxAmt
Subtotal	$315	SubtotalAmt
Tax Based On Investment Income	$315	TaxBasedOnInvestmentIncomeAmt
Tax Due	$315	TaxDueAmt
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
Org Report Or Register State	FL	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	Michael Kaufman	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5162140537	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1121 South Military Trail Unit 423	AddressLine1Txt
City	Deerfield Beach	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33442	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 (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
Michael Kaufman
1121 South Military trail	Deerfield Beach	FL	33442	President	5.00	$0
Sasson Kaufman
1121 South Military Trail	Deerfiled Beach	FL	33442	Vice President	1.00	$0
Simcha Kaufman
1121 South Military Trail	Deerfiled Beach	FL	33442	Treasurer	1.00	$0
Aharon Kaufman
1121 South Military Trail	Deerfield Beach	FL	33442	Secretary	1.00	$0
Joseph Kaufman
1121 South military Trail	Deerfield Beach	FL	33442	Vice President	1.00	$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	Foundation provided charitable contributions to indigent individuals and to charitable and educational organizations	Description1Txt
Expenses1	$7,310	Expenses1Amt
Description2	Foundation provided charitbale grants for educational assistance	Description2Txt
Expenses2	$5,510	Expenses2Amt

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
Reduction Claimed	$0	ReductionClaimedAmt
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	$315	TaxBasedOnInvestmentIncomeAmt
Total Tax	$315	TotalTaxAmt
Distributable Before Adj	$315	DistributableBeforeAdjAmt
Distributable Before Ded	$315	DistributableBeforeDedAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$12,820	ExpensesAndContributionsAmt
Qualifying Distributions	$12,820	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2	$25,166	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$34,995	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$60,161	TotalExcessDistributionCyovAmt
Qualifying Distributions	$12,820	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$12,820	RemainingDistriFromCorpusAmt
Total Corpus	$72,981	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$72,981	ExcessDistriCyovToNextYrAmt
Excess From Year2	$25,166	ExcessFromYear2Amt
Excess From Year1	$34,995	ExcessFromYear1Amt
Excess From Current Year	$12,820	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	Michael Kaufman	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	Michael Kaufman	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1121 South Military Trail	AddressLine1Txt
City	Deerfield Beach	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33442	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	5162140537	RecipientPhoneNum
Form And Info And Materials	requests should be made in writing and submitted to the Foundation address	FormAndInfoAndMaterialsTxt
Submission Deadlines	No deadline	SubmissionDeadlinesTxt
Restrictions On Awards	Grants are made to organizations and individuals located in Israel	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 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	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd
Institute for Dayanim
2048 E 17th Street	Brooklyn	NY	11229	None	PC	Halacha education	$1,000
Gomlei Chesed
				None	PC	To connect Jewish people with Judaism and Israel	$360	Jerusalem	Jerusalem	IS
Neve Yerushalayim
630 3rd Avenue	New York	NY	10017	None	PC	For assistance to indigent families	$250
Yeshiva Yesodei Torah
New York	New York	NY	10001	None	PC	Assistance to Indigent Families	$200
Daily Giving
				None	PC	For assistance to indigent familes	$750	Beitar Illit	Beitar Illit	IS	90000
American Friends of Old City Cheder
PO Box 3308	Allentown	PA	18106	None	PC	Support of Torah education as well as or assistance to indigent families	$2,000
Achiezer
				None	PC	For assistance to indigent families	$1,500	3611 14th avenue	Brooklyn	IS
Yeshiva Ateret Yaakov
				None	PC	Education Institution	$200	Jerusalem	Jerusalem	IS	90000
Yeshiva Ateret Shraga
				None	PC	Eudcational Institution	$150	Jerusalem	Jerusalem	IS	90000
Belev Echad
				None	PC	Assistance to Indigent families	$500	Jerusalem	Jerusalem	IS	90000
Yad Hachesed
1874 West Hillsboro Blvd	Deerfield Beach	FL	33442	None	PC	Support of religious Institution	$1,000
AFO Mosdos Gur
				None	PC	Assistance to indigent families	$250	Jerusalem	Jerusalem	IS	90000
Jerusalem Kollel
				None	PC	Educational Institution	$200	Jerusalem	Jerusalem	IS	90000
Kollel Hora'ah Karlin Stolin
				None	PC	Educational Institution	$110	Modiin Illit	Modiiin Illit	IS	90000
Goldberg Charity Fund
112 Rosebank Street	Lakewood	NJ	08701	None	PC	Support of indigent people	$2,000
Chaya Kohn Gemach
				None		Assistance to Indigent Families	$1,000	Jerusalem	Jerusalem	IS	90000
Toras Avigdor
				None		Educational Assistance	$250	Jerusalem	Jerusalem	IS	90000
Yeshivat Midrash Shmuel
				None		Educational Institution	$150	Jerusalem	Jerusalem	IS	90000
Grants to Individuals
				None		Assistance to Indigent families	$950	Jerusalem	Jerusalem	IS	90000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$12,820	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$2,782	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$9	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$2,791	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,791	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	CategoryTxt
Amt	$2,000	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

MICHAEL AND MARCIA KAUFMAN FOUNDATION INC: 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 (4 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 (5 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 (19 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

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

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