BARER FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: BARER FAMILY FOUNDATION INC (EIN 20-3972085)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-08-13
IRS object ID: 201402259349100795
Schema version: 2013v3.0
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
Investments Corp Stock Schedule
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-08-13T15:32:07-05:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	131610809	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FRIEDMAN LLP	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 EAGLE ROCK AVENUE STE 200	AddressLine1
City	EAST HANOVER	City
State	NJ	State
ZIP Code	07936	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	203972085	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BARER FAMILY FOUNDATION INC CO DR SOL J BARER	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	BARE	BusinessNameControlTxt
Phone	9086739153	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2 BARER LANE	AddressLine1
City	MENDHAM	City
State	NJ	State
ZIP Code	07945	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	OFFICER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	9086739153	PhoneNum
Signature	2014-08-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANDREW M CHAVKIN	PreparerPersonNm
PTIN	P00142928	PTIN
Phone	9739293500	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$152,073	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
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$0	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
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	$1,030,651	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,030,651	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,030,651	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,030,651	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,030,651	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Corporate Stock BOY	$433,918	CorporateStockBOYAmt
Corporate Stock EOY	$46,763	CorporateStockEOYAmt
Corporate Stock EOYFMV	$152,073	CorporateStockEOYFMVAmt
Total Assets BOY	$433,918	TotalAssetsBOYAmt
Total Assets EOY	$46,763	TotalAssetsEOYAmt
Total Assets EOYFMV	$152,073	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$433,918	RetainedEarningBOYAmt
Retained Earning EOY	$46,763	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$433,918	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$46,763	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$433,918	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$46,763	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$433,918	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,030,651	ExcessRevenueOverExpensesAmt
Other Increases	$643,496	OtherIncreasesAmt
Subtotal	$46,763	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$46,763	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$174,681	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$689,093	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.253494	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$140,774	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$707,221	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.199052	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$238,200	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$944,727	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.252136	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$134,112	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$971,225	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.138085	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$333,665	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,374,984	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.242668	DistributionYr5Rt
Total Distribution	1.085435	TotalDistributionRt
Average Distribution	0.217087	AverageDistributionRt
Net Vl Noncharitable Assets	$680,280	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$147,680	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$0	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$147,680	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,030,651	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
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$0	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Tax Due	$0	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	0	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NJ	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	NONE	WebsiteAddressTxt
Individual With Books	SOL J BARER	IndividualWithBooksNm
Phone	9735436712	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2 BARER LANE	AddressLine1
City	MENDHAM	City
State	NJ	State
ZIP Code	07945	ZIPCode

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
SOL J BARER
2 BARER LANE	MENDHAM	NJ	07945	PRESIDENT, TREASURER,TRUST	0.00	$0	$0	$0
MERI I BARER
2 BARER LANE	MENDHAM	NJ	07945	SECRETARY, TRUSTEE	0.00	$0	$0	$0
JENNIFER ZAIRI
20 CALAIS ROAD	MENDHAM	NJ	07945	TRUSTEE	0.00	$0	$0	$0
LORI INGBER
1 BARER LANE	MENDHAM	NJ	07945	TRUSTEE	0.00	$0	$0	$0
ILYSSA MAISANO
3 BARER LANE	MENDHAM	NJ	07945	TRUSTEE	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$690,640	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$690,640	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$690,640	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$10,360	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$680,280	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$34,014	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$34,014	MinimumInvestmentReturnAmt
Total Tax	$0	TotalTaxAmt
Distributable Before Adj	$34,014	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$34,014	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$34,014	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,030,651	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,030,651	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,030,651	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$34,014	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$264,916	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$85,551	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$190,964	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$105,413	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$140,226	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$787,070	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,030,651	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$34,014	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$996,637	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,783,707	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$264,916	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,518,791	ExcessDistriCyovToNextYrAmt
Excess From Year4	$85,551	ExcessFromYear4Amt
Excess From Year3	$190,964	ExcessFromYear3Amt
Excess From Year2	$105,413	ExcessFromYear2Amt
Excess From Year1	$140,226	ExcessFromYear1Amt
Excess From Current Year	$996,637	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN ISRAEL EDUCATION FOUNDATION
251 H STREET	WASHINGTON	DC	20001	NONE	PUBLIC CHARITY	EDUCATION	$75,035
OVERLOOK FOUNDATION
36 UPPER OVERLOOK ROAD PO BOX 220	SUMMIT	NJ	079020220	NONE	PUBLIC CHARITY	PUBLIC WELFARE	$69,255
COLUMBIA UNIVERSITY MEDICAL CENTER'S BONE MARROW AND BLOOD DISEASES FUND
630 W 168TH ST	NEW YORK	NY	10032	NONE	PUBLIC CHARITY	PUBLIC WELFARE	$25,285
STEM FOR LIFE FOUNDATION INC
420 LEXINGTON AVE SUITE 350	NEW YORK	NY	10170	NONE	PUBLIC CHARITY	PUBLIC WELFARE	$25,300
AMERICAN JEWISH JOINT DISTRIBUTIONS COMMITTEE
711 THIRD AVENUE	NEW YORK	NY	100174014	NONE	PUBLIC CHARITY	PUBLIC WELFARE	$128,225
UNION COUNTY TORAH CENTER
509 CENTRAL AVE	WESTFIELD	NJ	07090	NONE	PUBLIC CHARITY	PUBLIC WELFARE	$98,974
UNION COUNTY TORAH CENTER
509 CENTRAL AVE	WESTFIELD	NJ	07090	NONE	PUBLIC CHARITY	PUBLIC WELFARE	$100,471
HEBREW ACADEMY OF MORRIS COUNTY
146 DOVER CHESTER RD	RANDOLPH	NJ	07869	NONE	PUBLIC CHARITY	PUBLIC WELFARE	$508,106

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,030,651	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$0	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$0	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	900 SHARES OF CELGENE CORP	StockNm
EOY Book Value	$46,763	EOYBookValueAmt
EOYFMV	$152,073	EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Description	UNREALIZED GAINS ON DONATED MARKETABLE SECURITIES	Description
Amount	$643,496	Amount

BARER FAMILY FOUNDATION INC: Form 990PF, tax year 2013

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

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 (8 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Comments