PINE MEER FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: PINE MEER FOUNDATION (EIN 82-3446209)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-11-16
IRS object ID: 202033219349102843
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
Schedule B
Investments Corp Stock Schedule
Other Increases Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-11-16T13:14:16-05:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	470859831	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Kimberly Barry CPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	700 Torrance Blvd Suite C	AddressLine1Txt
City	Redondo Beach	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90277	ZIPCd

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

Filer Filer

Field	Value	IRS element (for citing)
EIN	823446209	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PINE MEER FOUNDATION	BusinessNameLine1Txt

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

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1632 VIA LAZO	AddressLine1Txt
City	Palos Verdes Peninsula	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90274	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Ried Schott	PersonNm
Person Title	Director	PersonTitleTxt
Phone	3103755750	PhoneNum
Signature	2020-05-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Kim Barry	PreparerPersonNm
PTIN	P00687069	PTIN
Phone	3103161772	PhoneNum
Preparation	2020-11-16	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	71.177.184.148	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-11-16	IPDt
IP Tm	13:31:38	IPTm
Federal Original Submission Id	9590722020321c1g5fa5	FederalOriginalSubmissionId
Federal Original Submission Id	2020-11-16	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	C550ED10D5CF8B98171B32E0BC076022C4F30AA0	AtSubmissionCreationDeviceId
At Submission Filing Device Id	C550ED10D5CF8B98171B32E0BC076022C4F30AA0	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-04-22 16:20:28Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$147,667	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	$51,726	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$952	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$952	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$952	DividendsAdjNetIncmAmt
Total Rev And Expnss	$52,678	TotalRevAndExpnssAmt
Total Net Invst Incm	$952	TotalNetInvstIncmAmt
Total Adj Net Incm	$952	TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss	$1,288	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Adj Net Incm	$1,288	OtherProfFeesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$1,288	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$1,288	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$7,575	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$7,575	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$8,863	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$1,288	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$7,575	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$43,815	ExcessRevenueOverExpensesAmt
Net Investment Income	$952	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$22,472	CashBOYAmt
Cash EOY	$15,671	CashEOYAmt
Cash EOYFMV	$15,671	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$46,915	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$47,806	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$47,806	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$16,248	CorporateStockBOYAmt
Corporate Stock EOY	$66,079	CorporateStockEOYAmt
Corporate Stock EOYFMV	$84,190	CorporateStockEOYFMVAmt
Total Assets BOY	$85,635	TotalAssetsBOYAmt
Total Assets EOY	$129,556	TotalAssetsEOYAmt
Total Assets EOYFMV	$147,667	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$85,635	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$129,556	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$85,635	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$129,556	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$85,635	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$129,556	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$85,635	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$43,815	ExcessRevenueOverExpensesAmt
Other Increases	$106	OtherIncreasesAmt
Subtotal	$129,556	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$129,556	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$2,225	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$58,345	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.038135	DistributionYr1Rt
Net Vl Noncharitable Assets Yr2	$24,379	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.0	DistributionYr2Rt
Total Distribution	0.038135	TotalDistributionRt
Average Distribution	0.012712	AverageDistributionRt
Net Vl Noncharitable Assets	$127,827	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,625	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$10	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,635	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$7,575	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$10	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$10	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$10	TaxBasedOnInvestmentIncomeAmt
Tax Due	$10	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
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	OH	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	www.pinemeer.org	WebsiteAddressTxt
Individual With Books	L RIED SCHOTT	IndividualWithBooksNm
Phone	3103755750	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1632 VIA LAZO	AddressLine1Txt
City	Palos Verdes Peninsula	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90274	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
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

Field	Value	IRS element (for citing)
Person	L RIED SCHOTT	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1632 VIA LAZO	AddressLine1Txt
City	Palos Verdes Peninsula	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90274	ZIPCd

Field	Value	IRS element (for citing)
Title	DIRECTOR	TitleTxt
Average Hrs Per Wk Devoted To Pos	5.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

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

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$60,842	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$68,932	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$129,774	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$129,774	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,947	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$127,827	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$6,391	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$6,391	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$10	TaxBasedOnInvestmentIncomeAmt
Total Tax	$10	TotalTaxAmt
Distributable Before Adj	$6,381	DistributableBeforeAdjAmt
Distributable Before Ded	$6,381	DistributableBeforeDedAmt
Distributable As Adjusted	$6,381	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$7,575	ExpensesAndContributionsAmt
Qualifying Distributions	$7,575	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$10	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$7,565	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$6,381	DistributableAsAdjustedAmt
Undistributed Income PY	$1,745	UndistributedIncomePYAmt
Qualifying Distributions	$7,575	QualifyingDistributionsAmt
Applied To Year1	$1,745	AppliedToYear1Amt
Applied To Current Year	$5,830	AppliedToCurrentYearAmt
Undistributed Income CY	$551	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	Ried Schott	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	Susan Nunnery	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	318 Avenue I Suite 860	AddressLine1Txt
City	Redondo Beach	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90277	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8882728824	RecipientPhoneNum
Recipient Email Address	donate@pinemeer.org	RecipientEmailAddressTxt
Form And Info And Materials	Prior to submitting an application first send a letter of inquiry addressed to Secretary of the Foundation Susan Nunnery with brief statement of need for funds and factual information. Applicants who receive a favorable response will be invited to submit a formal application	FormAndInfoAndMaterialsTxt
Submission Deadlines	None	SubmissionDeadlinesTxt
Restrictions On Awards	Foundation will not support grants to individuals, general fundraising or capital construction projects. Will not make grants to support political purposes. Grants only made to organizations whose programs or projects conform to the Mission of The Foundation	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Schott Fields Foundation
5513 Julmar Drive	Cincinnati	OH	45238	PC	Prevent juvenile delinquency through athletics	$2,000
William C Schott Memorial
5513 Julmar Drive	Cincinnati	OH	45238	PC	Prevent juvenile deliquency through athletics	$200
Delhi Public Radio
PO BOX 389022	Cincinnati	OH	45238	PC	Arts Culture and Humanities	$350
Berringer Crawford
1600 Montague Road Devou Park	Covington	KY	41011	PC	Educationadmissions special programs musuem care	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$7,550	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd

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

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	L RIED SCHOTT	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	1632 VIA LAZO	AddressLine1Txt
City	Palos Verdes Peninsula	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90274	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$49,725	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	1100 Shares APERGY CORP230 SHARES CIGNA CORP	NoncashPropertyDesc
Fair Market Value	$49,725	FairMarketValueAmt
Received	2019-09-25	ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
APERGY CORP 600 SHARES	$16,354	$20,268
CIGNA 230 SHARES	$35,700	$47,032
APERGY CORP 500 SHARES	$14,025	$16,890

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	Prior Year Correction Book Value	Desc
Amt	$106	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Tax Preparation	$800	$0	$800	$0
Accounting	$488	$0	$488	$0

PINE MEER 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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

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

US Address USAddress

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

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