OCONNELL FAM FOUNDATION TR: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: OCONNELL FAM FOUNDATION TR (EIN 47-6265357)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-06-01
IRS object ID: 201831529349100008
Schema version: 2017v2.2
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
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-06-01T07:47:46-07:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	952790665	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HMWC CPAs And Business Advisors	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	17501 East 17th Street Suite 100	AddressLine1Txt
City	Tustin	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	927807924	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2017-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	476265357	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	OCONNELL FAMILY FOUNDATION TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	OCON	BusinessNameControlTxt
Phone	9495892007	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	30882 STEEPLECHASE	AddressLine1Txt
City	SAN JUAN CAPISTRANO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92675	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	GEORGE O'CONNELL	PersonNm
Person Title	President	PersonTitleTxt
Signature	2018-06-01	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jeffrey Hipshman	PreparerPersonNm
PTIN	P00285458	PTIN
Phone	7145059000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2017	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	$626,348	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	$800,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$527	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$527	InterestOnSavNetInvstIncmAmt
Total Rev And Expnss	$800,527	TotalRevAndExpnssAmt
Total Net Invst Incm	$527	TotalNetInvstIncmAmt
Taxes Rev And Expnss	$85	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$85	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$35	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$35	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$120	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$120	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$417,849	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$414,649	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$417,969	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$120	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$414,649	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$382,558	ExcessRevenueOverExpensesAmt
Net Investment Income	$407	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$243,790	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$626,348	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$626,348	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$243,790	TotalAssetsBOYAmt
Total Assets EOY	$626,348	TotalAssetsEOYAmt
Total Assets EOYFMV	$626,348	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$243,790	RetainedEarningBOYAmt
Retained Earning EOY	$626,348	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$243,790	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$626,348	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$243,790	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$626,348	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$243,790	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$382,558	ExcessRevenueOverExpensesAmt
Subtotal	$626,348	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$626,348	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$376,275	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$128,728	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	2.92302	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$464,475	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$164,818	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	2.81811	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$460,207	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$162,220	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	2.83693	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$497,274	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$159,430	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	3.11907	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$622,218	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$347,079	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	1.79273	DistributionYr5Rt
Total Distribution	13.489864	TotalDistributionRt
Average Distribution	2.697973	AverageDistributionRt
Net Vl Noncharitable Assets	$133,193	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$359,351	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$4	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$359,355	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$414,649	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	$4	InvestmentIncomeExciseTaxAmt
Subtotal	$4	SubtotalAmt
Tax Based On Investment Income	$4	TaxBasedOnInvestmentIncomeAmt
Tax Due	$4	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
Form990 T Filed	false	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	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	GEORGE OCONNELL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9495892007	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	30882 STEEPLECHASE	AddressLine1Txt
City	SAN JUAN CAPISTRANO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92675	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
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
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
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	GEORGE O'CONNELL	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	30882 STEEPLECHASE	AddressLine1Txt
City	SAN JUAN CAPISTRANO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92675	ZIPCd

Field	Value	IRS element (for citing)
Title	President	TitleTxt
Average Hrs Per Wk Devoted To Pos	1.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt

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	THE PRINCIPAL ACTIVITY OF THE FOUNDATION IS TO MAKE GRANTS TO CHARITABLE ORGANIZATIONS TO HELP PROMOTE THEIR CHARITABLE PURPOSES.	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	$135,221	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$135,221	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$135,221	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,028	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$133,193	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$6,660	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$6,660	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$4	TaxBasedOnInvestmentIncomeAmt
Total Tax	$4	TotalTaxAmt
Distributable Before Adj	$6,656	DistributableBeforeAdjAmt
Distributable Before Ded	$6,656	DistributableBeforeDedAmt
Distributable As Adjusted	$6,656	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$414,649	ExpensesAndContributionsAmt
Qualifying Distributions	$414,649	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$4	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$414,645	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$6,656	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$604,958	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$489,644	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$452,098	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$456,234	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$369,839	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$2,372,773	TotalExcessDistributionCyovAmt
Qualifying Distributions	$414,649	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$6,656	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$407,993	RemainingDistriFromCorpusAmt
Total Corpus	$2,780,766	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$604,958	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,175,808	ExcessDistriCyovToNextYrAmt
Excess From Year4	$489,644	ExcessFromYear4Amt
Excess From Year3	$452,098	ExcessFromYear3Amt
Excess From Year2	$456,234	ExcessFromYear2Amt
Excess From Year1	$369,839	ExcessFromYear1Amt
Excess From Current Year	$407,993	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	GEORGE O'CONNELL	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
MISSION PRESERVATION FOUNDATION
26801 ORTEGA HIGHWAY	SAN JUAN CAPISTRANO	CA	92675	NONE	PC	GENERAL SUPPORT	$25,000
MISSION HOSPITAL FOUNDATION
27700 MEDICAL CENTER ROAD	MISSION VIEJO	CA	92691	NONE	PC	GENERAL SUPPORT	$130,000
BOYS AND GIRLS CLUB OF CAPISTRANO V
ONE VIA POSITIVA	SAN JUAN CAPISTRANO	CA	92675	NONE	PC	GENERAL SUPPORT	$25,000
HEART OF JESUS RETREAT CENTER
2927 SOUTH GREENVILLE ST	SANTA ANA	CA	92704	NONE	PC	GENERAL SUPPORT	$20,000
CHILD HELP USA
15757 N 78TH STREET	SCOTTSDALE	AZ	85260	NONE	PC	GENERAL SUPPORT	$46,800
THE SHEA CENTER
26284 OSO ROAD	SAN JUAN CAPISTRANO	CA	92675	NONE	PC	GENERAL SUPPORT	$100,349
BACK BAY THERAPEUTIC RIDING CLUB
20262 CYPRESS ST	NEWPORT BEACH	CA	92660	NONE	PC	GENERAL SUPPORT	$10,000
ULTIMATE HAWAIIAN TRAIL RUN FOUNDAT
3528-A MANA HEMA PLACE	LAWAI	HI	96765	NONE	PC	GENERAL SUPPORT	$50,000
DESERT SANDS EDUCATIONAL FOUNDATION
PO BOX 6584	LA QUINTA	CA	92248	NONE	PC	GENERAL SUPPORT	$2,500
LEUKEMIA LYMPHOMA SOCIETY
515 CABRILLO PARK DR	SANTA ANA	CA	92701	NONE	PC	GENERAL SUPPORT	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$414,649	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$527	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$527	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$527	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

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	GEORGE O'CONNELL	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	30882 STEEPLECHASE	AddressLine1Txt
City	SAN JUAN CAPISTRANO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92675	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$800,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	BANK FEES	Desc
Revenue And Expenses Per Books	$35	RevenueAndExpensesPerBooksAmt
Net Investment Income	$35	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FILING FEE	$75	$75
FRANCHISE TAX BOARD	$10	$10

OCONNELL FAM FOUNDATION TR: Form 990PF, tax year 2017

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

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

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

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 (10 entries)

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

Contributor US Address ContributorUSAddress

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

Comments