UCSB CHARITABLE FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: UCSB CHARITABLE FOUNDATION INC (EIN 06-1665773)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-04-30
IRS object ID: 201841209349100419
Schema version: 2017v2.3
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
All Oth Prog Rltd Investments Sch
Depreciation Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-04-30T13:05:13-05:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Crowe Horwath LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	488 Madison Avenue - Floor 3	AddressLine1Txt
City	New York	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10022	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	061665773	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UCSB Charitable Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% UNION COUNTY SAVINGS BANK	InCareOfNm
Business Name Control	UCSB	BusinessNameControlTxt
Phone	9083544600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	320 North Broad Street	AddressLine1Txt
City	Elizabeth	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07207	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DONALD C SIMS	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	9083544600	PhoneNum
Signature	2018-04-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	James D Slivanya	PreparerPersonNm
PTIN	P00638817	PTIN
Phone	2125725500	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	$1,070,517	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	$0	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$53,694	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$53,694	InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$53,694	TotalRevAndExpnssAmt
Total Net Invst Incm	$53,694	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$53,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$53,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$53,000	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$53,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$694	ExcessRevenueOverExpensesAmt
Net Investment Income	$53,694	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$1,069,823	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,070,517	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,070,517	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$1,069,823	TotalAssetsBOYAmt
Total Assets EOY	$1,070,517	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,070,517	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$1,069,823	RetainedEarningBOYAmt
Retained Earning EOY	$1,070,517	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,069,823	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,070,517	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,069,823	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,070,517	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,069,823	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$694	ExcessRevenueOverExpensesAmt
Subtotal	$1,070,517	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,070,517	TotNetAstOrFundBalancesEOYAmt

Field	Value	IRS element (for citing)
Cap Gains Loss Tx Invst Incm Detail		CapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$52,462	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$1,057,436	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.049612	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$52,464	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$1,056,816	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.049643	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$51,500	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$1,054,905	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.04882	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$51,000	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$1,052,575	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.048453	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$50,466	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,050,227	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.048052	DistributionYr5Rt
Total Distribution	0.24458	TotalDistributionRt
Average Distribution	0.048916	AverageDistributionRt
Net Vl Noncharitable Assets	$1,054,117	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$51,563	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$537	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$52,100	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$53,000	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	$537	InvestmentIncomeExciseTaxAmt
Subtotal	$537	SubtotalAmt
Tax Based On Investment Income	$537	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$540	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$540	TotalPaymentsAndCreditsAmt
Overpayment	$3	OverpaymentAmt
Applied To ES Tax	$3	AppliedToESTaxAmt

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	NJ	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	UNION COUNTY SAVINGS BANK	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9083544600	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	320 NORTH BROAD STREET	AddressLine1Txt
City	ELIZABETH	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07207	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
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

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
DONALD C SIMS
320 North Broad Street	Elizabeth	NJ	07207	PRESIDENT/TRUSTEE	10.0	$0	$0	$0
JOHN K DONAHUE
320 North Broad Street	Elizabeth	NJ	07207	VICE PRESIDENT/TRUSTEE	10.0	$0	$0	$0
KATHLEEN H DOYLE
320 North Broad Street	Elizabeth	NJ	07207	SECRETARY/TRUSTEE	10.0	$0	$0	$0
TINA A FREDELLA
320 North Broad Street	Elizabeth	NJ	07207	TRUSTEE	10.0	$0	$0	$0
JOSEPH A MANFREDI
320 North Broad Street	Elizabeth	NJ	07207	TRUSTEE	10.0	$0	$0	$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	NONE	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,070,170	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,070,170	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,070,170	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$16,053	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,054,117	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$52,706	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$52,706	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$537	TaxBasedOnInvestmentIncomeAmt
Total Tax	$537	TotalTaxAmt
Distributable Before Adj	$52,169	DistributableBeforeAdjAmt
Distributable Before Ded	$52,169	DistributableBeforeDedAmt
Distributable As Adjusted	$52,169	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$53,000	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$53,000	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$537	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$52,463	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$52,169	DistributableAsAdjustedAmt
Undistributed Income PY	$50,221	UndistributedIncomePYAmt
Prior Year1	2015	PriorYear1Yr
Prior Year2	2014	PriorYear2Yr
Prior Year3	2013	PriorYear3Yr
Qualifying Distributions	$53,000	QualifyingDistributionsAmt
Applied To Year1	$50,221	AppliedToYear1Amt
Applied To Current Year	$2,779	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Total Corpus	$0	TotalCorpusAmt
Undistributed Income CY	$49,390	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NA	ContributingManagerNm
Shareholder Manager	NA	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
SAINT JOSEPH SOCIAL SERVICE CENTER
118 DIVISION STREET	ELIZABETH	NJ	07206	NONE	PC	ASSISTS POOR AND HOMELESS COMMUNITIES	$11,500
CENTER FOR HOPE HOSPICE & PALLIATIVE CARE
1900 RARITAN ROAD	SCOTCH PLAINS	NJ	07076	NONE	PC	TO PROVIDE COMMUNITY SERVICE PROGRAM SUPPORT	$5,000
BRIDGEWAY REHABILITATION SERVICES
615 NORTH BROAD STREET	ELIZABETH	NJ	07208	NONE	PC	PROVIDES ASSISTANCE FOR PSYCHIATRIC REHABILITATION	$2,000
COMMUNITY ACCESS
80 WEST GRAND STREET	ELIZABETH	NJ	07208	NONE	PC	PROVIDES QUALITY SUPPORT SERVICES FOR PEOPLE IN NEED	$10,000
ST MARY OF THE ASSUMPTION HIGH SCHOOL
237 SOUTH BROAD STREET	ELIZABETH	NJ	07202	NONE	PC	PROVIDES A SAFE LEARNING ENVIRONMENT FOR HIGH SCHOOLERS	$4,000
BOYS AND GIRLS CLUB OF UNION COUNTY
1050 JEANETTE AVENUE	UNION	NJ	07083	NONE	PC	OFFERS CLUB PROGRAMS AND SERVICES TO ENHANCE THE DEVELOPMENT OF BOYS AND GIRLS IN THE LOCAL COMMUNITY	$5,000
PROCEED INC
1126 DICKINSON STREET	ELIZABETH	NJ	07201	NONE	PC	PROVIDES AND CONNECTS PEOPLE TO EDUCATIONAL, HEALTH AND HUMAN SERVICES	$3,000
BENEDICTINE ACADEMY
840 NORTH BROAD STREET	ELIZABETH	NJ	07208	NONE	PC	SUPPORTS EDUCATION FACILITY	$2,500
NEW JERSEY CITIZENS ACTION EDUCATION FUND
744 BROAD STREET	NEWARK	NJ	07102	NONE	PC	COUNSELING SERVICES FOR HOME OWNERSHIP	$10,000	SUITE 2080

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$53,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$53,694	ExclusionAmt

Field	Value	IRS element (for citing)
Div And Int From Sec Part VII		DivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Incm Part VII		OtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than Invntry		GainSalesAstOthThanInvntryGrp
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$53,694	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$53,694	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

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	NONE	Desc

UCSB CHARITABLE FOUNDATION INC: 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 (5 entries)

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

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 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

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Depreciation Schedule DepreciationSchedule

Comments