ALPERT & ALPERT FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: ALPERT & ALPERT FOUNDATION (EIN 23-7388729)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2013-12-26
IRS object ID: 201420139349100077
Schema version: 2012v2.0
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
Accounting Fees Schedule
Other Expenses Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-12-26T17:15:09-08:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Gaytan & Leevan LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	11400 W Olympic Blvd 16th Floor	AddressLine1
City	Los Angeles	City
State	CA	State
ZIP Code	90064	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	237388729	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ALPERT & ALPERT FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	ALPE	NameControl
Phone	3232654040	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1815 S SOTO STREET	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	90023	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	HOWARD FARBER	Name
Title	V.P./DIRECTOR	Title
Date Signed	2013-12-26	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Ray Gaytan	Name
PTIN	P00599617	PTIN
Phone	3104775252	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	0	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	977500	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Total Revenue And Expenses	977500	TotalRevenueAndExpenses
Total Net Investment Income	0	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	1428	AccountingFeesRevAndExpnss
Taxes Rev And Expnss	10	TaxesRevAndExpnss
Other Expenses Rev And Expnss	150	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	1588	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	724600	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	724600	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	726188	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	724600	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	251312	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	4148859	CashBOY
Cash EOY	4400172	CashEOY
Total Assets BOY	4148859	TotalAssetsBOY
Total Assets EOY	4400172	TotalAssetsEOY
Total Assets EOYFMV	0	TotalAssetsEOYFMV
Other Liabilities BOY	1197	OtherLiabilitiesBOY
Other Liabilities EOY	1198	OtherLiabilitiesEOY
Total Liabilities BOY	1197	TotalLiabilitiesBOY
Total Liabilities EOY	1198	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	4147662	CapitalStockBOY
Capital Stock EOY	4398974	CapitalStockEOY
Total Net Assets BOY	4147662	TotalNetAssetsBOY
Total Net Assets EOY	4398974	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	4148859	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	4400172	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	4147662	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	251312	ExcessOfRevenueOverExpenses
Subtotal	4398974	Subtotal
Total Net Assets Fund Balances EOY	4398974	TotalNetAssetsFundBalancesEOY

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	0	InvestmentIncomeExciseTax

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	false	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	CA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STEVE GOLDSTEIN	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	3232654040	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1815 S SOTO STREET	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	90023	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
RAYMOND ALPERT
1815 S SOTO STREET	LOS ANGELES	CA	90023	Sec. TR/DIR.	0.00	0
HOWARD FARBER
1815 S SOTO STREET	LOS ANGELES	CA	90023	V.P./DIRECTOR	0.00	0
ALAN ALPERT
1815 S SOTO STREET	LOS ANGELES	CA	90023	V.P./DIRECTOR	0.00	0
JAKE FARBER
1815 S SOTO STREET	LOS ANGELES	CA	90023	Pres/DIRECTOR	0.00	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	0	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	0	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	0	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	0	CashDeemedCharitable
Net Noncharitable Assets	0	NetNoncharitableAssets
Minimum Investment Return	0	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	724600	ExpensesAndContributions
Qualifying Distributions	724600	QualifyingDistributions
Adj Qualifying Distributions	724600	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	2000000	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	1052400	ExcessDistriCarryoverYear4
Excess Distri Carryover Year1	727500	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	3779900	TotalExcessDistriCarryover
Qualifying Distributions	724600	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Remaining Distri From Corpus	724600	RemainingDistriFromCorpus
Total Corpus	4504500	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	2000000	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	2504500	ExcessDistriCyovToNextYear
Excess From Year4	1052400	ExcessFromYear4
Excess From Year1	727500	ExcessFromYear1
Excess From Current Year	724600	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (43 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
LABOWE FAMILY DAY SCHOOL
12020 BURBANK BLVD	VALLY VILLAGE	CA	91607	CHARITY	GENERAL CHARITABLE USE	$70,000
VALLEY BETH SHALOM
15739 VENTURA BLVD	ENCINO	CA	91436	CHARITY	GENERAL CHARITABLE USE	$10,400
THE SF SPCA
2500 16th Street	SAN FRANCISCO	CA	94013	CHARITY	GENERAL CHARITABLE USE	$1,000
THE GOOD PEOPLE FUND
384 Wyoming Avenue	MILBURN	NJ	07041	CHARITY	GENERAL CHARITABLE USE	$1,000
BERKELY SOCIETY FOR PRESERVATION OF
1111 ADDISON STREET	BERKELEY	CA	94702	CHARITY	GENERAL CHARITABLE USE	$1,000
SUSTAINABLE HARVEST INT'L
PO BOX 1447	ELLSWORTH	ME	04605	CHARITY	GENERAL CHARITABLE USE	$1,000
STANFORD UNIVERSITY
326 Galvez Street	STANFORD	CA	94305	CHARITY	GENERAL CHARITABLE USE	$1,000
SF JAZZ
Three Embarcadero Center Lobby Lev	SAN FRANCISCO	CA	94111	CHARITY	GENERAL CHARITABLE USE	$1,000
REBUILD SUDAN
2820 22nd Street	SAN FRANCISCO	CA	94115	CHARITY	GENERAL CHARITABLE USE	$1,000
RANDALL MUSEUM FRIENDS
199 Museum Way	SAN FRANCISCO	CA	94114	CHARITY	GENERAL CHARITABLE USE	$1,000
PARTNERS IN HEALTH
888 Commonwealth Ave 3rd Floor	BOSTON	MA	02215	CHARITY	GENERAL CHARITABLE USE	$1,000
PANDAS INTERNATIONAL
PO Box 620335	Littleton	CO	80162	CHARITY	GENERAL CHARITABLE USE	$2,000
PACIFIC COUNCIL ON INTERNATIONAL PO
UNIVERSITY OF SOUTHERN CALIFORNIA	LOS ANGELES	CA	90089	CHARITY	GENERAL CHARITABLE USE	$2,600
MAYA WORKS
1732 West Hubbard Suite 1A	CHICAGO	IL	60622	CHARITY	GENERAL CHARITABLE USE	$1,000
LUNG CANCER FOUNDATION OF AMERICA
340 VIA ALMAR	PALOS VERDES ESTATES	CA	90274	CHARITY	GENERAL CHARITABLE USE	$2,000
INTERNATIONAL MEDICAL CORP
1919 Santa Monica Blvd Ste 300	SANTA MONICA	CA	90404	CHARITY	GENERAL CHARITABLE USE	$2,000
IMAGINE LA
5455 WILSHIRE BLVD	LOS ANGELES	CA	90036	CHARITY	GENERAL CHARITABLE USE	$1,500
HEIFER PROJECT INTERNATIONAL
PO Box 8058	LITTLE ROCK	AR	72203	CHARITY	GENERAL CHARITABLE USE	$1,000
HAMILTON FAMILY CENTER
1631 Hayes St	SAN FRANCISCO	CA	94117	CHARITY	GENERAL CHARITABLE USE	$1,000
GOLDEN GATE NATIONAL PARKS CONSERVA
Building 201 Fort Mason	SAN FRANCISCO	CA	94123	CHARITY	GENERAL CHARITABLE USE	$1,000
GABRIELLA AXELROD EDUCATION FOUNDAT
639 S COMMONWEALTH AVE SUITE B	LOS ANGELES	CA	90005	CHARITY	GENERAL CHARITABLE USE	$1,000
FRIENDS OF THE SF PUBLIC LIBRARY
391 Grove St	SAN FRANCISCO	CA	94012	CHARITY	GENERAL CHARITABLE USE	$1,000
FIRELIGHT FOUNDATION
740 Front St Suite 380	SANTA CRUZ	CA	95060	CHARITY	GENERAL CHARITABLE USE	$5,000
CYCLE FOR SURVIVAL
633 3RD AVENUE 28TH FLOOR	NEW YORK	NY	10017	CHARITY	GENERAL CHARITABLE USE	$1,000
CONGRETATION SHIR HA-MAA LOT
3652 MICHELSON DR	IRVINE	CA	92612	CHARITY	GENERAL CHARITABLE USE	$24,900
CONGREGATION OF EMANU-EL
2 Lake St San Francisco CA 94118	SAN FRANCISO	CA	94118	CHARITY	GENERAL CHARITABLE USE	$1,000
CONCERN FOUNDATION
1026 S ROBERTSON BLVD SUITE 300	LOS ANGELES	CA	90035	CHARITY	GENERAL CHARITABLE USE	$5,000
COMMUNITY INITIATIVES
354 PINE STREET SUITE 700	SAN FRANCISCO	CA	94104	CHARITY	GENERAL CHARITABLE USE	$1,000
BUENA VISTA HORACE MANN
3351 23RD STREET	SAN FRANCISCO	CA	94110	CHARITY	GENERAL CHARITABLE USE	$10,000
BET TZEDEK LEGAL SERVICES
3250 WILSHIRE BLVD	LOS ANGELES	CA	90010	CHARITY	GENERAL CHARITABLE USE	$5,000
ALPERT JEWISH COMMUNITY CENTER
3801 EAST WILLOW STREET	LONG BEACH	CA	90815	CHARITY	GENERAL CHARITABLE USE	$2,000
ADL
10495 Santa Monica Blvd	LOS ANGELES	CA	90025	CHARITY	GENERAL CHARITABLE USE	$1,000
JEWISH FAMILY CHILDRENS SERVICES
6505 WISHIRE BLVD SUITE 500	LOS ANGELES	CA	90048	CHARITY	GENERAL CHARITABLE USE	$1,000
JEWISH WORLD WATCH
17514 Ventura Blvd Suite 206	ENCINO	CA	91316	CHARITY	GENERAL CHARITABLE USE	$1,000
JEWISH VOCATIOAL SERVICE
6505 Wilshire Boulevard	Los Angeles	CA	90048	CHARITY	GENERAL CHARITABLE USE	$1,000
THE CHASE FOUNDATION
23920 LINDEN TERRACE	CALABASAS	CA	91302	CHARITY	GENERAL CHARITABLE USE	$1,500
CAMP RAMAH
17525 Ventura Blvd 201	Encino	CA	91316	CHARITY	GENERAL CHARITABLE USE	$20,000
NEW COMMUNITY JEWISH HIGH SCHOOL
7353 Valley Circle Blvd	WEST HILLS	CA	91304	CHARITY	GENERAL CHARITABLE USE	$70,000
ADAT ARI EL SYNAGOGUE
12020 Burbank Blvd	Valley Village	CA	91607	CHARIT	GENERAL CHARITABLE USE	$3,600
THE JEWISH FEDERATION
6505 WILSHIRE BLVD	LOS ANGELES	CA	90048	CHARIT	GENERAL CHARITABLE USE	$45,000
PIECE BY PIECE
11400 W OLYMPIC BOULEVARD 16TH FL	LOS ANGELES	CA	90064	CHARIT	GENERAL CHARITABLE USE	$10,100
RAYMOND BARBARA ALPERT FOUNDATION
5521 LA PASADA	LONG BEACH	CA	90815	CHARIT	GENERAL CHARITABLE USE	$400,000
JEWISH COMMUNITY FOUNDATION
6505 WILSHIRE BLVD SUITE 115	LOS ANGELES	CA	90048	CHARIT	GENERAL CHARITABLE USE	$10,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	724600	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$1,428	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	ATTORNEY GENERAL REGISTRY FEE	Description
Revenue And Expenses Per Books	150	RevenueAndExpensesPerBooks

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	EOY Book ValueEOYBookValue	BOY Book ValueBOYBookValue
Rounding	1
DUE FROM AFFILIATES	1197	1197

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	CA STATE INCOME TAX	Category
Amount	$10	Amount

ALPERT & ALPERT FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (43 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments