THE ROYER FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: THE ROYER FAMILY CHARITABLE FOUNDATION (EIN 94-3447665)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-05-11
IRS object ID: 202121319349100127
Schema version: 2020v4.0
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
Investments Other Schedule2
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-05-11T08:55:41-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	260006710	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GIFT CPAS	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1205 MANOR DRIVE SUITE 100	AddressLine1Txt
City	MECHANICSBURG	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17055	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	943447665	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ROYER FAMILY CHARITABLE	BusinessNameLine1Txt
Business Name Line2	FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	ROYE	BusinessNameControlTxt
Phone	7174131448	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1204 EMPIRE CIRCLE	AddressLine1Txt
City	LANCASTER	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17601	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	REBECCA R FUCHS	PersonNm
Person Title	PRESIDENT/TREASURER	PersonTitleTxt
Phone	7175122924	PhoneNum
Signature	2021-05-07	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	REBECCA R	PersonFirstNm
Person Last	FUCHS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JAMES J BRUZGA CPA	PreparerPersonNm
PTIN	P00354532	PTIN
Phone	7177663555	PhoneNum
Preparation	2021-05-05	PreparationDt

Field	Value	IRS element (for citing)
Tax	2020	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	$8,162,131	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	$106,301	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$106,301	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$259,928	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$418,720	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$259,928	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$366,229	TotalRevAndExpnssAmt
Total Net Invst Incm	$366,229	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$27,750	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$27,750	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$1,267	AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss	$3,147	TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss	$395	TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss	$601	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$33,160	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$27,750	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$437,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$437,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$470,160	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$464,750	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$103,931	ExcessRevenueOverExpensesAmt
Net Investment Income	$366,229	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$31,438	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$91,278	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$91,278	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$2,942,847	OtherInvestmentsBOYAmt
Other Investments EOY	$2,779,076	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$8,070,853	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$2,974,285	TotalAssetsBOYAmt
Total Assets EOY	$2,870,354	TotalAssetsEOYAmt
Total Assets EOYFMV	$8,162,131	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$2,974,285	RetainedEarningBOYAmt
Retained Earning EOY	$2,870,354	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,974,285	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,870,354	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,974,285	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,870,354	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,974,285	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$103,931	ExcessRevenueOverExpensesAmt
Subtotal	$2,870,354	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$2,870,354	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD CNSMR STAPLES ETF	P	2013-01-10	2020-11-09	$60,139	$31,536	$28,603	$28,603
VANGUARD S&P 500	P	2013-06-12	2020-08-18	$124,353	$60,665	$63,688	$63,688
JOHNSON & JOHNSON	P	2012-06-04	2020-08-18	$14,950	$6,202	$8,748	$8,748
VANGUARD DIV APPREC ETF	P	2010-11-26	2020-08-18	$12,847	$5,057	$7,790	$7,790
VANGUARD HEALTH CARE ETF	P	2009-01-20	2020-08-18	$25,791	$5,576	$20,215	$20,215
VANGUARD INFO TECH ETF	P	2009-05-07	2020-08-18	$61,304	$7,963	$53,341	$53,341
VANGUARD MATERIALS ETF	P	2009-07-27	2020-08-18	$27,000	$11,651	$15,349	$15,349
VANGUARD MID CAP ETF	P	2006-05-31	2020-08-18	$53,511	$20,190	$33,321	$33,321
VANGUARD SMALL CAP GROWTH ETF	P	2009-09-08	2020-08-18	$21,640	$5,452	$16,188	$16,188
VANGUARD TOTAL STOCK MKT ETF	P	2008-10-22	2020-08-18	$17,185	$4,500	$12,685	$12,685

Field	Value	IRS element (for citing)
Capital Gain Net Income	$259,928	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,091	InvestmentIncomeExciseTaxAmt
Subtotal	$5,091	SubtotalAmt
Tax Based On Investment Income	$5,091	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,025	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$3,025	TotalPaymentsAndCreditsAmt
Tax Due	$2,066	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	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	PA	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	REBECCA R FUCHS	IndividualWithBooksNm
Phone	7174131448	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1204 EMPIRE CIRCLE	AddressLine1Txt
City	LANCASTER	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	176011658	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	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
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	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM H ROYER
2324 SOUTH GILINGER ROAD	LAFAYETTE HILLS	PA	19444	VICE-PRES FI	3.00	$8,450	$0	$0
REBECCA R FUCHS
1204 EMPIRE CIRCLE	LANCASTER	PA	176011658	PRESIDENT/TR	4.00	$10,150	$0	$0
JONATHAN ROYER
6 TRUFFLE GLEN RD	MECHANICSBURG	PA	17050	AUDIT COMMIT	2.00	$2,500	$0	$0
MARGARET HASTINGS
353 HARVARD ROAD	STOW	MA	01775	SECRETARY	2.00	$5,150	$0	$0
HALEY ROYER
3245 VIRGINIA ST APT 45	MIAMI	FL	33133	DIRECTOR	2.00	$1,500	$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	$7,050,559	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$33,994	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$7,084,553	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$7,084,553	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$106,268	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$6,978,285	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$348,914	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$348,914	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,091	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,091	TotalTaxAmt
Distributable Before Adj	$343,823	DistributableBeforeAdjAmt
Distributable Before Ded	$343,823	DistributableBeforeDedAmt
Distributable As Adjusted	$343,823	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$464,750	ExpensesAndContributionsAmt
Qualifying Distributions	$464,750	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$464,750	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$343,823	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$29,579	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$30,946	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$112,943	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$120,390	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$293,858	TotalExcessDistributionCyovAmt
Qualifying Distributions	$464,750	QualifyingDistributionsAmt
Applied To Current Year	$343,823	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$120,927	RemainingDistriFromCorpusAmt
Total Corpus	$414,785	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$414,785	ExcessDistriCyovToNextYrAmt
Excess From Year4	$29,579	ExcessFromYear4Amt
Excess From Year3	$30,946	ExcessFromYear3Amt
Excess From Year2	$112,943	ExcessFromYear2Amt
Excess From Year1	$120,390	ExcessFromYear1Amt
Excess From Current Year	$120,927	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	KENNETH R ROYER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 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
ARMS AROUND AFRICA
121 WEST BROADWAY	RED LION	PA	173562103	N/A	NONE	COMMUNITY & RURAL DEVELOP WORK	$13,000
BRETHREN HOUSING ASSOCIATION
219 HUMMEL STREET	HARRISBURG	PA	17104	N/A	NONE	RENOVATION OF TWO HOUSING UNITS	$67,000
NEW COMMUNITY PROJECT
117 NATURE ROAD	BLUE RIDGE	VA	24064	N/A	NONE	CONSTRUCTION OF STUDENT STRUCTURES	$11,000
CHURCH OF THE BRETHREN
1451 DUNDEE AVENUE	ELGIN	IL	60120	N/A	NONE	FOR MEDICAL CLINICS & COMM DEV PROJS	$125,000
FOUND IN TRANSLATION
649 MASSACHUSETTS AVENUE	CAMBRIDGE	MA	02139	N/A	NONE	SUPPORT FOR IMMIGRANT TRAIN. & EDUC.	$64,000
HORIZONS PROGRAM
725 HAMILTON ROAD	LANCASTER	PA	17601	N/A	NONE	SUMMER PRGRM FOR LOW-INCOME CHILDREN	$22,000
REFUGE PLACE INTERNATIONAL
				N/A	NONE	HEALTH CARE TO PEOPLE OF LIBERIA	$135,000	SMYTH ROAD	MONROVIA	LI

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$437,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$106,301	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$259,928	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$366,229	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$366,229	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	INDIRECT ACCOUNTING FEES	CategoryTxt
Amt	$1,267	Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	VANGUARD MUTUAL FUNDS, ETFS & STOCKS	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$2,779,076	BookValueAmt
EOYFMV	$8,070,853	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
OFFICE EXPENSE	$601

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FORM 990-PF EXCISE TAX	CategoryTxt
Amt	$3,147	Amt

THE ROYER FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2020

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

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

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 (5 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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