TUMO FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: TUMO FOUNDATION (EIN 45-2130686)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-12
IRS object ID: 202123169349102542
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
Schedule B
Accounting Fees Schedule
Legal Fees Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-12T09:44:16-08:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	752699103	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Brorson & Associates PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	8350 N Central Expwy Ste 750	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75206	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	452130686	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TUMO FOUNDATION	BusinessNameLine1Txt
Business Name Line2	FORMERLY SIMONIAN FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	TUMO	BusinessNameControlTxt
Phone	9727137129	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5423 WILLOW WOOD LN	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75252	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SAM SIMONIAN	PersonNm
Person Title	President	PersonTitleTxt
Signature	2021-11-12	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SAM	PersonFirstNm
Person Last	SIMONIAN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAVID H HOLCOMBE	PreparerPersonNm
PTIN	P01457380	PTIN
Phone	2143698824	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	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	$232,689	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	$2,043,138	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$1,023	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,023	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$1,023	InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss	$2,044,161	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,023	TotalNetInvstIncmAmt
Total Adj Net Incm	$1,023	TotalAdjNetIncmAmt
Legal Fees Rev And Expnss	$2,678	LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss	$2,650	AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss	$40	TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss	$14,135	TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss	$70,946	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$90,449	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,950,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,950,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,040,449	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,950,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$3,712	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,023	NetInvestmentIncomeAmt
Adjusted Net Income	$1,023	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$228,977	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$232,689	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$232,689	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$228,977	TotalAssetsBOYAmt
Total Assets EOY	$232,689	TotalAssetsEOYAmt
Total Assets EOYFMV	$232,689	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$228,977	CapitalStockBOYAmt
Capital Stock EOY	$232,689	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$228,977	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$232,689	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$228,977	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$232,689	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$228,977	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$3,712	ExcessRevenueOverExpensesAmt
Subtotal	$232,689	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$232,689	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$14	InvestmentIncomeExciseTaxAmt
Subtotal	$14	SubtotalAmt
Tax Based On Investment Income	$14	TaxBasedOnInvestmentIncomeAmt
Tax Due	$14	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	TX	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	SAM SIMONIAN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9727137129	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	5423 WILLOW WOOD DR	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75252	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 (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
SAM SIMONIAN
18208 PRESTON ROAD STE D9-11	DALLAS	TX	75252	President	4.00	$0
SYLVA SIMONIAN
18208 PRESTON ROAD STE D9-11	DALLAS	TX	75252	Secretary	1.00	$0
AIDA KANTZABEDIAN NANIKIAN
18208 PRESTON ROAD STE D9-11	DALLAS	TX	75252	Director	0.00	$0
WILLIAM MINA
18208 PRESTON ROAD STE D9-11	DALLAS	TX	75252	Director	0.00	$0
BOGHOS KIRAZIAN
18208 PRESTON ROAD STE D9-11	DALLAS	TX	75252	Director	0.00	$0
ANNIE GHANNOUM
18208 PRESTON RD STE D9-11	DALLAS	TX	75252	Director	0.00	$0
SEVAHN SIMONIAN
18208 PRESTON RD STE D9-D11	DALLAS	TX	75252	Director	0.00	$0
ZAPUR OHANIAN
18208 PRESTON RD STE D9-11	DALLAS	TX	75252	Director	0.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Field	Value	IRS element (for citing)
Person	LORRAINE ALEXANDER	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	620 S GRAMERCY PLACE APT 233	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	900053297	ZIPCd

Field	Value	IRS element (for citing)
Service Type	FUNDRAISING	ServiceTypeTxt
Compensation	$66,396	CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	MAKING GRANTS TO CHARITABLE ORGANIZATIONS THAT EDUCATE CHILDREN, TEACHERS AND ENTREPENEURS IN THE AREAS OF COMPUTERS, BUSINESS AND BASIC ENGLISH.	Description1Txt
Expenses1	$0	Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$230,833	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$230,833	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$230,833	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,462	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$227,371	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$11,369	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$11,369	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$14	TaxBasedOnInvestmentIncomeAmt
Total Tax	$14	TotalTaxAmt
Distributable Before Adj	$11,355	DistributableBeforeAdjAmt
Distributable Before Ded	$11,355	DistributableBeforeDedAmt
Distributable As Adjusted	$11,355	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,950,000	ExpensesAndContributionsAmt
Qualifying Distributions	$1,950,000	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$1,950,000	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$11,355	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$2,299,660	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$2,576,532	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$3,593,116	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$2,703,931	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$229,275	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$11,402,514	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,950,000	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$11,355	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,938,645	RemainingDistriFromCorpusAmt
Total Corpus	$13,341,159	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$2,299,660	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$11,041,499	ExcessDistriCyovToNextYrAmt
Excess From Year4	$2,576,532	ExcessFromYear4Amt
Excess From Year3	$3,593,116	ExcessFromYear3Amt
Excess From Year2	$2,703,931	ExcessFromYear2Amt
Excess From Year1	$229,275	ExcessFromYear1Amt
Excess From Current Year	$1,938,645	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	SAM SIMONIAN	ContributingManagerNm
Contributing Manager	SYLVA SIMONIAN	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Field	Value	IRS element (for citing)
Recipient Person	TUMO FOUNDATION	RecipientPersonNm

Recipient Foreign Address RecipientForeignAddress

Field	Value	IRS element (for citing)
Address Line1	16 HALABYAN ST	AddressLine1Txt
City	YEREVAN	CityNm
Country	OC	CountryCd
Foreign Postal	0038	ForeignPostalCd

Field	Value	IRS element (for citing)
Recipient Foundation Status	FOREIGN	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	EDUCATION OF ARMENIAN YOUTH IN BUSINESS, COMPUTER AND ENGLISH	GrantOrContributionPurposeTxt
Amt	$1,950,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,950,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,023	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,023	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,023	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (8 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
SAM SYLVA SIMONIAN
1	18208 PRESTON ROAD STE D9-11	DALLAS	TX	75252	$1,830,000	Yes (X)
ARA MAHDESSIAN
2	801 N BRAND BLVD STE 700	GLENDALE	CA	91203	$20,000	Yes (X)
SILICON VALLEY COMMUNITY FOUNDATION
3	2440 WEST EL CAMINO REAL 300	MOUNTAIN VIEW	CA	940401498	$100,000	Yes (X)
YOUREDJIAN FAMILY CHARITABLE
4	7435 WOODROW WILSON DR	LOS ANGELES	CA	900461322	$20,000	Yes (X)
SCHWAB CHARITABLE FUND
5	PO BOX 628298	ORLANDO	FL	32862	$10,000	Yes (X)
ARMENIAN EDUCATION FOUNDATION
6	600 W BROADWAY UNIT 130	GLENDALE	CA	91204	$5,000	Yes (X)
SERJ ANGELA TANKIAN
7	5423 WILLOW WOOD LN	DALLAS	TX	75252	$30,000	Yes (X)
VIGEN GHAZARIAN
8	5423 WILLOW WOOD LN	DALLAS	TX	75252	$5,000	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION	CategoryTxt
Amt	$2,650	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Legal Fees	$2,678	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	FUNDRAISING	Desc
Revenue And Expenses Per Books	$70,946	RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL INCOME TAX	CategoryTxt
Amt	$40	Amt

TUMO 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

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

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 (8 entries)

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

US Address USAddress

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

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

Recipient Foreign Address RecipientForeignAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (8 entries)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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