THE STEVE SMITH FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: THE STEVE SMITH FAMILY FOUNDATION (EIN 30-0778749)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-05-11
IRS object ID: 201601329349100310
Schema version: 2015v2.0
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
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-05-11T06:31:46-07:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MILLER MCNEISH & BREEDLOVE PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	309 S Laurel Ave	AddressLine1Txt
City	Charlotte	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28207	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2015-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	300778749	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Steve Smith Family Foundation	BusinessNameLine1Txt
Business Name Line2	co Stevonne L Smith Sr	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	STEV	BusinessNameControlTxt
Phone	7042663689	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 77401	AddressLine1Txt
City	Charlotte	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28271	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Stevonne L Smith Sr	PersonNm
Person Title	Trustee	PersonTitleTxt
Signature	2016-05-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Erik L Cobb	PreparerPersonNm
PTIN	P00678564	PTIN
Phone	7043768415	PhoneNum

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2016-09-27 15:27:22Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$99,104	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	$206,509	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$208	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$208	InterestOnSavNetInvstIncmAmt
Total Rev And Expnss	$206,717	TotalRevAndExpnssAmt
Total Net Invst Incm	$208	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$16,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$16,000	CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$9,556	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl	$9,556	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$1,224	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$1,224	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$1,276	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$1,276	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$49,410	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$208	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$49,202	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$77,466	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$208	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$77,258	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$45,300	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$45,300	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$122,766	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$208	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$122,558	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$83,951	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$15,153	CashBOYAmt
Cash EOY	$99,104	CashEOYAmt
Cash EOYFMV	$99,104	CashEOYFMVAmt
Total Assets BOY	$15,153	TotalAssetsBOYAmt
Total Assets EOY	$99,104	TotalAssetsEOYAmt
Total Assets EOYFMV	$99,104	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$15,153	RetainedEarningBOYAmt
Retained Earning EOY	$99,104	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$15,153	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$99,104	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$15,153	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$99,104	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$15,153	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$83,951	ExcessRevenueOverExpensesAmt
Subtotal	$99,104	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$99,104	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1	$13,796	NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets Yr2	$12,632	NetVlNoncharitableAssetsYr2Amt
Net Vl Noncharitable Assets	$39,936	NetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct	$0	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$122,558	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	$0	InvestmentIncomeExciseTaxAmt

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	MD	OrgReportOrRegisterStateCd
Org Report Or Register State	NC	OrgReportOrRegisterStateCd
Org Report Or Register State	SC	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (true)	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	www.stevesmithfamilyfdn.org	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Stevonne L Smith Sr Trustee	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7042663689	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 77401	AddressLine1Txt
City	Charlotte	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28271	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 (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
Stevonne L Smith Sr
PO Box 77401	Charlotte	NC	28271	Trustee	5.00	$0
Angela P Smith
PO Box 77401	Charlotte	NC	28271	Trustee	5.00	$0
David G Littlejohn
13312 Eastfield Village Lane	Charlotte	NC	28269	Director	10.00	$16,000

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$40,544	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$40,544	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$40,544	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$608	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$39,936	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,997	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,997	MinimumInvestmentReturnAmt
Distributable Before Adj	$1,997	DistributableBeforeAdjAmt
Distributable Before Ded	$1,997	DistributableBeforeDedAmt
Distributable As Adjusted	$1,997	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$122,558	ExpensesAndContributionsAmt
Qualifying Distributions	$122,558	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$122,558	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,997	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1	$178,582	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$178,582	TotalExcessDistributionCyovAmt
Qualifying Distributions	$122,558	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,997	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$120,561	RemainingDistriFromCorpusAmt
Total Corpus	$299,143	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$299,143	ExcessDistriCyovToNextYrAmt
Excess From Year1	$178,582	ExcessFromYear1Amt
Excess From Current Year	$120,561	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	Stevonne L Smith Sr	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	Stevonne L Smith Sr	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 77401	AddressLine1Txt
City	Charlotte	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28271	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7042663689	RecipientPhoneNum
Form And Info And Materials	Requests for funds should be submitted in writing and include a description of the following: (1) Organization/Individual requesting funds, (2) desired usage of the funds, and (3) whom the funds will benefit.	FormAndInfoAndMaterialsTxt
Submission Deadlines	None	SubmissionDeadlinesTxt
Restrictions On Awards	The amount of the grant will depend on the application and the need for funds.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Ravens Foundation Inc
1 Winning Drive	Owings Mills	MD	21117	N/A	Exempt	Contribution	$10,000
NC Coalition Against Domestic Viole
3710 University Drive Ste 140	Durham	NC	27707	N/A	Exempt	Contribution	$500
Novant Health Foundation
200 Hawthorne Lane	Charlotte	NC	28204	N/A	Exempt	Contribution	$1,000
FC Sports
1 Citrus Bowl Place	Orlando	FL	32805	N/A	Exempt	Contribution	$500
Foundation for the Carolinas
220 North Tryon Street	Charlotte	NC	28202	N/A	Exempt	Contribution	$1,500
Receptions for Research
1801 S Federal Hwy 2nd Floor	Boca Raton	FL	33432	N/A	Exempt	Contribution	$1,000
Siskey YMCA
3127 Weddington Road	Matthews	NC	28105	N/A	Exempt	Contribution	$30,800

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$45,300	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$208	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$208	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$208	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 (7 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
Stevonne L and Angela P Smith Sr
1	PO Box 77401	Charlotte	NC	28271	$24,500	Yes (X)
The Durban Group
2	3735 Beam Road Unit B	Charlotte	NC	28217	$5,500	Yes (X)
Elevation Church
3	11416 E Independence Blvd	Matthews	NC	28105	$57,100	Yes (X)
Ferro Senior Investments LLC
4	4521 Sharon Road Ste 250	Charlotte	NC	28211	$15,000	Yes (X)
Proctor Gamble
5	1551 State Hwy 9	Lancaster	SC	29720	$15,000	Yes (X)
Ravens Foundation Inc
6	1 Winning Drive	Owings Mills	MD	21117	$20,000	Yes (X)
Run For Your Life
7	6416 Rea Road	Charlotte	NC	28277	$12,727	Yes (X)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
Fundraising Expenses	$18,128	$18,128
Marketing	$29,204	$29,204
Merchant Services	$1,256	$1,048	$208
Miscellaneous	$309	$309
Office Expense	$383	$383
Postage	$130	$130

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	Professional Fees	CategoryTxt
Amt	$9,556	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$9,556	DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd
Elevation Church
11416 E Independence Blvd	Matthews	NC	28105
Ferro Senior Investments LLC
4521 Sharon Road Ste 250	Charlotte	NC	28211
Ravens Foundation Inc
1 Winning Drive	Owings Mills	MD	21117

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Payroll Taxes	CategoryTxt
Amt	$1,224	Amt
Disbursements Charitable Prps	$1,224	DisbursementsCharitablePrpsAmt

THE STEVE SMITH FAMILY FOUNDATION: Form 990PF, tax year 2015

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 (3 entries)

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 (7 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 (7 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments