SUZANNE BENNETT CHARITABLE FOUNDATION INC: Form 990PF, tax year 2013

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Organization: SUZANNE BENNETT CHARITABLE FOUNDATION INC (EIN 46-1192399)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-05-12
IRS object ID: 201411329349101921
Schema version: 2013v3.1
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
Schedule B
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-05-12T10:39:36-07:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Cody Cody Cusano & McCarthy LLC	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	One Pine Hill Drive Suite 501	AddressLine1
City	Quincy	City
State	MA	State
ZIP Code	02169	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	461192399	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SUZANNE BENNETT CHARITABLE	BusinessNameLine1
Business Name Line2	FOUNDATION INC	BusinessNameLine2

Field	Value	IRS element (for citing)
Business Name Control	SUZA	BusinessNameControlTxt
Phone	6174725151	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O CODY CODY 1 PINE HILL DRIVE	AddressLine1
City	QUINCY	City
State	MA	State
ZIP Code	02169	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL T CODY	PersonNm
Person Title	President	PersonTitleTxt
Signature	2014-05-12	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Marc J Cusano	PreparerPersonNm
PTIN	P01210781	PTIN
Phone	6174725151	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	$816,582	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	$150,000	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$19,698	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$19,698	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$19,698	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$15,626	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$401,393	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$15,626	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$185,324	TotalRevAndExpnssAmt
Total Net Invst Incm	$35,324	TotalNetInvstIncmAmt
Total Adj Net Incm	$19,698	TotalAdjNetIncmAmt
Legal Fees Rev And Expnss	$24,919	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$18,689	LegalFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss	$8,706	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$8,706	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$116	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$116	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$850	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$638	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$34,591	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$28,149	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$4,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$4,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$38,591	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$28,149	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$4,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$146,733	ExcessRevenueOverExpensesAmt
Net Investment Income	$7,175	NetInvestmentIncomeAmt
Adjusted Net Income	$19,698	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$19,738	CashBOYAmt
Cash EOY	$51,592	CashEOYAmt
Cash EOYFMV	$51,592	CashEOYFMVAmt
Other Investments BOY	$594,000	OtherInvestmentsBOYAmt
Other Investments EOY	$707,665	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$764,990	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$613,738	TotalAssetsBOYAmt
Total Assets EOY	$759,257	TotalAssetsEOYAmt
Total Assets EOYFMV	$816,582	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$613,738	UnrestrictedBOYAmt
Unrestricted EOY	$759,257	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$613,738	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$759,257	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$613,738	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$759,257	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$613,738	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$146,733	ExcessRevenueOverExpensesAmt
Other Increases	$221	OtherIncreasesAmt
Subtotal	$760,692	SubtotalAmt
Other Decreases	$1,435	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$759,257	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	Gain Or LossGainOrLossAmt
Capital Gain Dividends
	$20,138

Field	Value	IRS element (for citing)
Capital Gain Net Income	$15,626	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$4,512	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1	$83,037	NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets	$692,894	NetVlNoncharitableAssetsAmt
Net Investment Income Pct	$72	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$72	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$4,000	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	$72	InvestmentIncomeExciseTaxAmt
Subtotal	$72	SubtotalAmt
Tax Based On Investment Income	$72	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$10	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$10	TotalPaymentsAndCreditsAmt
Tax Due	$62	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	MA	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	CODY & CODY LLC	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	6174725151	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 PINE HILL DRIVE SUITE 501	AddressLine1
City	QUINCY	City
State	MA	State
ZIP Code	02169	ZIPCode

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 (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
MICHAEL T CODY
1 PINE HILL DRIVE SUITE 501	QUINCY	MA	02169	President	1.00	$0
MICHAEL T CODY
1 PINE HILL DRIVE SUITE 501	QUINCY	MA	02169	Treasurer	1.00	$0
JAMIE NADEAU CODY
1 PINE HILL DRIVE SUITE 501	QUINCY	MA	02169	Clerk	1.00	$0
MICHAEL T CODY
1 PINE HILL DRIVE SUITE 501	QUINCY	MA	02169	Director	1.00	$0
JAMIE NADEAU CODY
1 PINE HILL DRIVE SUITE 501	QUINCY	MA	02169	Director	1.00	$0

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	$687,996	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$15,450	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$703,446	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$703,446	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$10,552	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$692,894	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$34,645	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$34,645	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$72	TaxBasedOnInvestmentIncomeAmt
Total Tax	$72	TotalTaxAmt
Distributable Before Adj	$34,573	DistributableBeforeAdjAmt
Distributable Before Ded	$34,573	DistributableBeforeDedAmt
Distributable As Adjusted	$34,573	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$4,000	ExpensesAndContributionsAmt
Qualifying Distributions	$4,000	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$72	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$3,928	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$34,573	DistributableAsAdjustedAmt
Undistributed Income PY	$3,977	UndistributedIncomePYAmt
Qualifying Distributions	$4,000	QualifyingDistributionsAmt
Applied To Year1	$3,977	AppliedToYear1Amt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$23	AppliedToCurrentYearAmt
Undistributed Income CY	$34,550	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationshipTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
EASTER SEALS
484 Main Street 600	Worcester	MA	01608	NONE	General use	$1,000
BAY SOX FOUNDATION
427 John Street	New Bedford	MA	02740	NONE	General use	$3,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$4,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	1	ExclusionCd
Exclusion	$19,698	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	1	ExclusionCd
Exclusion	$15,626	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$35,324	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$35,324	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	THE SUZANNE BENNETT TRUST	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 PINE HILL DRIVE SUITE 501	AddressLine1
City	QUINCY	City
State	MA	State
ZIP Code	02169	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	$150,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	CODY & CODY, LLC	CategoryTxt
Legal Fees	$24,919	LegalFeesAmt
Net Investment Income	$18,689	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Description	CHANGE IN INVESTMENT VALUE / DIFFERENCE B/T FMV & COST BAS	Description
Amount	$1,435	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	U.S.Treasury access fee	Desc
Revenue And Expenses Per Books	$850	RevenueAndExpensesPerBooksAmt
Net Investment Income	$638	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Description	CHANGE IN INVESTMENT VALUE / DIFFERENCE B/T FMV & COST BAS	Description
Amount	$221	Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	PRW WEALTH MANAGEMENT	CategoryTxt
Amt	$8,706	Amt
Net Investment Income	$8,706	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Foreign Income Tax Paid	CategoryTxt
Amt	$116	Amt
Net Investment Income	$116	NetInvestmentIncomeAmt

SUZANNE BENNETT CHARITABLE 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

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

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)

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 (2 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

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

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

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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