JAMES D AND MARY JO DANELLA FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: JAMES D AND MARY JO DANELLA FAMILY FOUNDATION (EIN 81-3048658)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-04-22
IRS object ID: 201941129349100309
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
Expln Of Non Filing With AG Stmt
Gain Loss Sale Other Assets Sch
Other Decreases Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-04-22T14:30:19-05:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	232226869	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WILLIAM L MCKERNAN CPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1133 DEKALB PIKE	AddressLine1Txt
City	BLUE BELL	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	194221813	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	813048658	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JAMES D & MARYJO DANELLA FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JAME	BusinessNameControlTxt
Phone	6108286200	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2290 BUTLER PIKE	AddressLine1Txt
City	PLYMOUTH MEETING	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19462	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JAMES D DANELLA	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	6108286200	PhoneNum
Signature	2019-04-22	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	WILLIAM L MCKERNAN CPA	PreparerPersonNm
PTIN	P00804094	PTIN
Phone	6102777921	PhoneNum
Preparation	2019-04-19	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	70.90.28.213	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-04-22	IPDt
IP Tm	14:30:19	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	8670453D8E65A8091E1BB070849971DA0B747528	AtSubmissionCreationDeviceId
At Submission Filing Device Id	4C89EDD476877ADC0ECFA82D1A8DE7F3E5E77070	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	$1,455,776	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	$91	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$91	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$91	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$30,658	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$30,658	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$30,658	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$18,268	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$180,236	GrossSalesPriceAmt
Total Rev And Expnss	$49,017	TotalRevAndExpnssAmt
Total Net Invst Incm	$30,749	TotalNetInvstIncmAmt
Total Adj Net Incm	$30,749	TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss	$6,014	OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss	$86	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$6,100	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$6,100	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$0	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$42,917	ExcessRevenueOverExpensesAmt
Net Investment Income	$30,749	NetInvestmentIncomeAmt
Adjusted Net Income	$30,749	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$168,738	CashBOYAmt
Cash EOY	$31,232	CashEOYAmt
Cash EOYFMV	$31,232	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,601,160	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,424,544	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,424,544	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$1,769,898	TotalAssetsBOYAmt
Total Assets EOY	$1,455,776	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,455,776	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$1,769,898	UnrestrictedBOYAmt
Unrestricted EOY	$1,455,776	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,769,898	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,455,776	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,769,898	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,455,776	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,769,898	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$42,917	ExcessRevenueOverExpensesAmt
Other Increases	-$33,678	OtherIncreasesAmt
Subtotal	$1,779,137	SubtotalAmt
Other Decreases	$323,361	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,455,776	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$149,914	AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2	$20,000	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets	$1,506,573	NetVlNoncharitableAssetsAmt
Net Investment Income Pct	$307	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$307	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$500,000	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	$307	InvestmentIncomeExciseTaxAmt
Subtotal	$307	SubtotalAmt
Tax Based On Investment Income	$307	TaxBasedOnInvestmentIncomeAmt
Tax Due	$307	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	DE	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	false	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
Website Address	N/A	WebsiteAddressTxt
Individual With Books	BALDEV GURM	IndividualWithBooksNm
Phone	6103971110	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2290 BUTLER PIKE	AddressLine1Txt
City	PLYMOUTH MEETING	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19462	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

Field	Value	IRS element (for citing)
Person	JAMES D DANELLA	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2290 BUTLER PIKE	AddressLine1Txt
City	PLYMOUTH MEETING	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19462	ZIPCd

Field	Value	IRS element (for citing)
Title	DIRECTOR	TitleTxt
Average Hrs Per Wk Devoted To Pos	000.00	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
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	THOMAS JEFFERSON UNIVERSITY 130 S 9TH STREET PHILADELPHIA, PA 19107	Description1Txt
Expenses1	$200,000	Expenses1Amt
Description2	ST HELENA CHURCH 1489 DEKALB PIKE BLUE BELL, PA 19422	Description2Txt
Expenses2	$50,000	Expenses2Amt

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	$1,512,852	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$16,664	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,529,516	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$1,529,516	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$22,943	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,506,573	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$75,329	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Sect4942j3j5 Fndtn And Frgn Org	Yes (X)	Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$0	ExpensesAndContributionsAmt
Set Aside Suitability Test	$250,000	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$250,000	SetAsideCashDistriTestAmt
Qualifying Distributions	$500,000	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$307	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$499,693	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Qualifying Distributions	$500,000	QualifyingDistributionsAmt
Remaining Distri From Corpus	$500,000	RemainingDistriFromCorpusAmt
Total Corpus	$500,000	TotalCorpusAmt
Corpus Distri170b1 E Or4942g3	$250,000	CorpusDistri170b1EOr4942g3Amt

Private Operating Foundations PrivateOperatingFoundationsGrp

Field	Value	IRS element (for citing)
Private Operating Fndtn Ruling	2016-08-04	PrivateOperatingFndtnRulingDt
Section4942j3	Yes (X)	Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$30,749	CurrentYearAmt
Total	$30,749	TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

Field	Value	IRS element (for citing)
Current Year	$26,137	CurrentYearAmt
Total	$26,137	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Current Year	$500,000	CurrentYearAmt
Year1	$150,000	Year1Amt
Year2	$20,000	Year2Amt
Total	$670,000	TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Field	Value	IRS element (for citing)
Current Year	$500,000	CurrentYearAmt
Year1	$150,000	Year1Amt
Year2	$20,000	Year2Amt
Total	$670,000	TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$50,219	CurrentYearAmt
Total	$50,219	TotalAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JAMES DANELLA	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	JAMES D DANELLA	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2290 BUTLER PIKE	AddressLine1Txt
City	PLYMOUTH MEETING	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19462	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6108286200	RecipientPhoneNum
Recipient Email Address	JDANELLA@DANELLA.COM	RecipientEmailAddressTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
THOMAS JEFFERSON UNIVERSITY
130 S 9TH STREET	PHILADELPHIA	PA	19107	NONE	NONE	GENERAL USE	$200,000
ST HELENA CHURCH
1489 DEKALB PIKE	BLUE BELL	PA	19422	NONE	NONE	GENERAL USE	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$250,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$91	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$30,658	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$18,268	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$30,749	ExclusionAmt
Related Or Exempt Function Incm	$18,268	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$49,017	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

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Field	Value	IRS element (for citing)
Explanation	NOT REQUIRED	ExplanationTxt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDesc	AcquiredAcquiredDt	How AcquiredHowAcquiredTxt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt
SPDR S&P 500 TRUST ETF	2017-09	PURCHASE	2018-02	$27,574	$24,918	$2,656
SPDR S&P 500 TRUST	2017-09	PURCHASE	2018-08	$92,158	$80,984	$11,174
SPDR S&P 500 TRUST ETF	2017-09	PURCHASE	2018-12	$60,504	$56,066	$4,438

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	COST OF ASSETS SOLD	Desc
Amt	$323,361	Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN ON INVESTMENTS	Desc
Amt	-$33,678	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	ADVISORY FEE	CategoryTxt
Amt	$6,014	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL TAX	CategoryTxt
Amt	$86	Amt

JAMES D AND MARY JO DANELLA FAMILY 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

US Address USAddress

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

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

Qualifying Distributions QualifyingDistributionsGrp

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 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

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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