BIRCHAS SHMUEL FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: BIRCHAS SHMUEL FOUNDATION (EIN 32-0046301)
Tax period: 2019-12-01 to 2020-11-30
Filed: 2021-09-19
IRS object ID: 202102629349100100
Schema version: 2019v5.1
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
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-09-19T16:37:58-04:00	ReturnTs
Tax Period End	2020-11-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	800741700	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Spectrum Accounting	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	66 N Crest Pl	AddressLine1Txt
City	Lakewood	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08701	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2019-12-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	320046301	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Birchas Shmuel Foundation	BusinessNameLine1Txt

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

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	45 Mariner Way	AddressLine1Txt
City	Monsey	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10952	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Shaul Seitler	PersonNm
Person Title	Officer	PersonTitleTxt
Signature	2021-08-02	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Zadok Rubin	PreparerPersonNm
PTIN	P01347619	PTIN
Phone	7329427742	PhoneNum
Preparation	2021-09-19	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2019	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	$5,341,212	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	$295,536	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$15,758	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$15,758	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$80,841	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$80,841	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$458,127	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$56,049,436	GrossSalesPriceAmt
Total Rev And Expnss	-$65,992	TotalRevAndExpnssAmt
Total Net Invst Incm	$96,599	TotalNetInvstIncmAmt
Taxes Rev And Expnss	$2,126	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$2,126	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$269,223	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$271,349	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$0	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$337,341	ExcessRevenueOverExpensesAmt
Net Investment Income	$96,599	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$99,053	CashBOYAmt
Cash EOY	$1,822,225	CashEOYAmt
Cash EOYFMV	$1,822,225	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$5,579,500	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$3,518,987	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$3,518,987	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$5,678,553	TotalAssetsBOYAmt
Total Assets EOY	$5,341,212	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,341,212	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$5,678,553	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$5,341,212	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$5,678,553	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,341,212	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,678,553	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,341,212	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$5,678,553	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$337,341	ExcessRevenueOverExpensesAmt
Subtotal	$5,341,212	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$5,341,212	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Interactive Brokers Securities	2020-01-15	2020-11-30	$49,374,734	$49,770,960	-$396,226	-$396,226
JP Morgan Securities	2020-01-15	2020-11-30	$6,674,702	$6,736,603	-$61,901	-$61,901

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$458,127	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$458,127	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$6,277,673	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$633,637	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	9.907365	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$5,788,212	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$667,536	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	8.671011	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$5,683,907	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$2,010,461	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	2.827166	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$176,537	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$1,584,244	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.111433	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$43,961	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,378,241	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.031896	DistributionYr5Rt
Total Distribution	21.548871	TotalDistributionRt
Average Distribution	4.309774	AverageDistributionRt
Net Vl Noncharitable Assets	$3,717,413	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$16,021,210	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$966	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$16,022,176	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$3,518,986	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,932	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,932	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,932	TaxBasedOnInvestmentIncomeAmt
Tax Due	$1,932	TaxDueAmt

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	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	Yes (true)	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Individual With Books	Shaul Seitler	IndividualWithBooksNm
Phone	8457211666	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	45 Mariner Way	AddressLine1Txt
City	Monsey	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10952	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
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
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 (2 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
Shaul Seitler
45 Mariner Way	Monsey	NY	10952	Trustee	1.00	$0	$0	$0
Eva Seitler
45 Mariner Way	Monsey	NY	10952	Trustee	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	DIRECT CONTRIBUTIONS TO EDUCATIONAL AND CHARITABLE INSTITUTIONS SEE PART XV FOR DETAILS	Description1Txt
Expenses1	$269,223	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	Investment in JP Morgan Securities Investment in Axios Investment in SSE Investments	Description1Txt
Expenses1	$3,518,986	Expenses1Amt
Total	$3,518,986	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$3,518,986	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$255,037	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,774,023	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$3,774,023	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$56,610	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,717,413	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$185,871	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$185,871	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,932	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,932	TotalTaxAmt
Distributable Before Adj	$183,939	DistributableBeforeAdjAmt
Distributable Before Ded	$183,939	DistributableBeforeDedAmt
Distributable As Adjusted	$183,939	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$0	ExpensesAndContributionsAmt
Program Related Invst Total	$3,518,986	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$3,518,986	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$3,518,986	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$183,939	DistributableAsAdjustedAmt
Undistributed Income PY	$29,806	UndistributedIncomePYAmt
Excess Distribution Cyov Yr4	$97,331	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$5,583,384	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$5,754,835	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$6,247,867	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$17,683,417	TotalExcessDistributionCyovAmt
Qualifying Distributions	$3,518,986	QualifyingDistributionsAmt
Applied To Year1	$29,806	AppliedToYear1Amt
Applied To Current Year	$183,939	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$3,305,241	RemainingDistriFromCorpusAmt
Total Corpus	$20,988,658	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$20,988,658	ExcessDistriCyovToNextYrAmt
Excess From Year4	$97,331	ExcessFromYear4Amt
Excess From Year3	$5,583,384	ExcessFromYear3Amt
Excess From Year2	$5,754,835	ExcessFromYear2Amt
Excess From Year1	$6,247,867	ExcessFromYear1Amt
Excess From Current Year	$3,305,241	ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Current Year	$3,518,986	CurrentYearAmt
Total	$3,518,986	TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Field	Value	IRS element (for citing)
Current Year	$3,518,986	CurrentYearAmt
Total	$3,518,986	TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$123,914	CurrentYearAmt
Total	$123,914	TotalAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NA	ContributingManagerNm
Shareholder Manager	NA	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Field	Value	IRS element (for citing)
Recipient Person	Information available upon request	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	45 Mariner Way	AddressLine1Txt
City	Monsey	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10952	ZIPCd

Field	Value	IRS element (for citing)
Recipient Foundation Status	PC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	Educational religious	GrantOrContributionPurposeTxt
Amt	$269,223	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$269,223	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Business	900099	BusinessCd
Unrelated Business Taxbl Incm	$15,758	UnrelatedBusinessTaxblIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Business	900099	BusinessCd
Unrelated Business Taxbl Incm	$80,841	UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Business	900003	BusinessCd
Unrelated Business Taxbl Incm	-$458,127	UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	-$361,528	UnrelatedBusinessTaxblIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$361,528	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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Taxes	CategoryTxt
Amt	$2,126	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

BIRCHAS SHMUEL FOUNDATION: Form 990PF, tax year 2019

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

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 (2 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

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 (2 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Qualifying Distributions QualifyingDistributionsGrp

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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