CAROL K ENGLER FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: CAROL K ENGLER FOUNDATION (EIN 75-2403435)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-07-10
IRS object ID: 201911919349100511
Schema version: 2018v3.1
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
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Other Notes Loans Rcvbl Short Sch2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-07-10T15:00:16-05:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	752932433	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	J DAVID JACKSON LC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 WESTGATE PKWY UNIT D	AddressLine1Txt
City	AMARILLO	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	791211100	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	752403435	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CAROL K ENGLER FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CARO	BusinessNameControlTxt
Phone	5123693334	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2500 BARTON CREEK BLVD 2510	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78735	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CAROL ENGLER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5123693334	PhoneNum
Signature	2019-07-08	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	J DAVID JACKSON CPA	PreparerPersonNm
PTIN	P00681865	PTIN
Phone	8063423100	PhoneNum
Preparation	2019-07-10	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	199.77.132.220	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-07-10	IPDt
IP Tm	15:45:34	IPTm
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	6F90B880A81C2ED20D986FF2B97BD29D4C6B6D43	AtSubmissionCreationDeviceId
At Submission Filing Device Id	C78B10FC27DFF3DABE8A16C1A78FDFB820C4AA9D	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2019-02-21 02:37:17Z	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)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$123	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$123	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$123	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$11,694	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$11,694	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$11,694	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$102,652	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$502,718	GrossSalesPriceAmt
Total Rev And Expnss	$114,469	TotalRevAndExpnssAmt
Total Net Invst Incm	$11,817	TotalNetInvstIncmAmt
Total Adj Net Incm	$11,817	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$3,575	AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$22,582	OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss	$501	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$26,658	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$32,400	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$32,400	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$59,058	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$32,400	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$55,411	ExcessRevenueOverExpensesAmt
Net Investment Income	$11,817	NetInvestmentIncomeAmt
Adjusted Net Income	$11,817	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$39,679	CashBOYAmt
Cash EOY	$40,741	CashEOYAmt
Other Nts And Loans Rcvbl	$30,000	OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl EOY	$30,000	OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY	$823,535	CorporateStockBOYAmt
Corporate Stock EOY	$847,884	CorporateStockEOYAmt
Total Assets BOY	$863,214	TotalAssetsBOYAmt
Total Assets EOY	$918,625	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$863,214	UnrestrictedBOYAmt
Unrestricted EOY	$918,625	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$863,214	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$918,625	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$863,214	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$918,625	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$863,214	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$55,411	ExcessRevenueOverExpensesAmt
Subtotal	$918,625	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$918,625	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$50,800	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$1,051,691	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.048303	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$47,450	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$869,996	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.054540	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$61,471	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$877,200	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.070076	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$64,100	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$841,343	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.076188	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$53,300	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$813,997	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.065479	DistributionYr5Rt
Total Distribution	0.314586	TotalDistributionRt
Average Distribution	0.062917	AverageDistributionRt
Net Vl Noncharitable Assets	$1,171,218	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$73,690	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$118	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$73,808	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$32,400	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$236	InvestmentIncomeExciseTaxAmt
Subtotal	$236	SubtotalAmt
Tax Based On Investment Income	$236	TaxBasedOnInvestmentIncomeAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Tax Due	$236	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
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	CAROL ENGLER	IndividualWithBooksNm
Phone	5123693334	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2500 BARTON CREEK BLVD 2510	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78735	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
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
CAROL ENGLER
2500 BARTON CREEK SUITE 2510	AUSTIN	TX	78735	PRESIDENT	000.00	$0	$0	$0
MICHAEL J ENGLER
16 EDGEWATER DRIVE	AMARILLO	TX	79106	DIRECTOR	000.00	$0	$0	$0
TERESA E RAIZEN
55 NORFOLD ROAD	ARLINGTON	MA	02476	DIRECTOR	000.00	$0	$0	$0
SARA E CADY
2519 BEACON ST	NEWPORT BEACH	CA	92663	DIRECTOR	000.00	$0	$0	$0
MARK A ENGLER
1 PINECREST	AMARILLO	TX	79106	DIRECTOR	000.00	$0	$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	$1,122,345	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$66,709	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,189,054	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$1,189,054	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$17,836	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,171,218	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$58,561	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$58,561	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$236	TaxBasedOnInvestmentIncomeAmt
Total Tax	$236	TotalTaxAmt
Distributable Before Adj	$58,325	DistributableBeforeAdjAmt
Distributable Before Ded	$58,325	DistributableBeforeDedAmt
Distributable As Adjusted	$58,325	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$32,400	ExpensesAndContributionsAmt
Qualifying Distributions	$32,400	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$32,400	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$58,325	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3	$17,973	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$4,562	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$22,535	TotalExcessDistributionCyovAmt
Qualifying Distributions	$32,400	QualifyingDistributionsAmt
Applied To Current Year	$32,400	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$22,535	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$22,535	ExcessDistributionCyovAppCYAmt
Undistributed Income CY	$3,390	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ST ANDREWS FINANCIAL AID PROGRAM
112 WEST 31ST STREET	AUSTIN	TX	78705	GEN. CONTRIBUTION	$5,000
AUSTIN COMMUNITY FOUNDATION
4315 GUADALUPE ST	AUSTIN	TX	78751	GEN. CONTRIBUTION	$6,400
DIOCESE OF AMARILLO SEMINARY BURSE
PO BOX 5644	AUSTIN	TX	79117	GEN. CONTRIBUTION	$5,000
AMARILLO AREA FOUNDATION
801 S FILMORE SUITE 700	AMARILL	TX	79101	GEN. CONTRIBUTION	$10,000
KLRU TV
PO BOX 7158	AUSTIN	TX	78713	GEN. CONTRIBUTION	$6,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$32,400	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$123	RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$11,694	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$102,652	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$114,469	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$114,469	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 FEES	CategoryTxt
Amt	$3,575	Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDesc	AcquiredAcquiredDt	How AcquiredHowAcquiredTxt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt
OPPENHEIMER
OPPENHEIMER	2018-01	PURCHASE	2018-12	$121,536	$123,624	-$2,088
OPPENHEIMER
OPPENHEIMER	2016-01	PURCHASE	2018-12	$381,182	$276,442	$104,740

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	OPPENHEIMER	StockNm
EOY Book Value	$847,884	EOYBookValueAmt

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

Field	Value	IRS element (for citing)
Business Name Line1	NOTES RECEIVABLE- CAROL ENGLER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Balance Due	$30,000	BalanceDueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt
INVESTMENT MANAGEMENT FEES	$22,432
ADVISORY FEES	$150

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	TAXES PAID	CategoryTxt
Amt	$501	Amt

CAROL K ENGLER FOUNDATION: Form 990PF, tax year 2018

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 (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 (5 entries)

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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