LOUIS LEVIN FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: LOUIS LEVIN FOUNDATION (EIN 22-6076671)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-11-05
IRS object ID: 201433099349100318
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
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-11-05T11:57:33-08:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	NEUSCHATZ NEUSCHATZ HERMAN & HANKE CPAS	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	124 PROSPECT ST	AddressLine1
City	RIDGEWOOD	City
State	NJ	State
ZIP Code	074504406	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	226076671	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LOUIS LEVIN FOUNDATION	BusinessNameLine1
Business Name Line2	CO NEUSCHATZ NEUSCHATZ HERMAN HANKE&LLP	BusinessNameLine2

Field	Value	IRS element (for citing)
Business Name Control	LOUI	BusinessNameControlTxt
Phone	2013017700	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	124 PROSPECT STREET	AddressLine1
City	RIDGEWOOD	City
State	NJ	State
ZIP Code	07450	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ERWIN ROSE	PersonNm
Person Title	Vice President	PersonTitleTxt
Signature	2014-11-05	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ELIOT J LEWISKIN CPA	PreparerPersonNm
PTIN	P00210958	PTIN
Phone	2013017700	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	$0	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
Dividends Rev And Expnss	$18,765	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$18,765	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$18,765	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	-$22,099	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$421,355	GrossSalesPriceAmt
Total Rev And Expnss	-$3,334	TotalRevAndExpnssAmt
Total Net Invst Incm	$18,765	TotalNetInvstIncmAmt
Total Adj Net Incm	$18,765	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$2,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$2,000	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$2,000	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$2,000	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$3,500	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,500	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$3,500	AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss	$402	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$402	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$402	TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss	$6,034	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$6,034	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$6,034	OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$11,936	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$11,936	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$11,936	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,000	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$11,936	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$11,936	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$11,936	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$2,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$15,270	ExcessRevenueOverExpensesAmt
Net Investment Income	$6,829	NetInvestmentIncomeAmt
Adjusted Net Income	$6,829	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$119,861	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$349,603	SavAndTempCashInvstEOYAmt
Other Nts And Loans Rcvbl	$20,000	OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY	$20,000	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$20,000	OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY	$83,486	CorporateStockBOYAmt
Corporate Stock EOY	$7,555	CorporateStockEOYAmt
Corporate Bonds BOY	$185,428	CorporateBondsBOYAmt
Corporate Bonds EOY	$18,107	CorporateBondsEOYAmt
Other Investments BOY	$27,512	OtherInvestmentsBOYAmt
Other Investments EOY	$25,751	OtherInvestmentsEOYAmt
Total Assets BOY	$436,287	TotalAssetsBOYAmt
Total Assets EOY	$421,016	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$1	OtherLiabilitiesBOYAmt
Total Liabilities BOY	$1	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$436,286	CapitalStockBOYAmt
Capital Stock EOY	$421,016	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$436,286	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$421,016	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$436,287	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$421,016	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$436,286	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$15,270	ExcessRevenueOverExpensesAmt
Subtotal	$421,016	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$421,016	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PER ATTACHED SCHEDULE	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2013-01-01	AcquiredDt
Sold	2013-12-31	SoldDt
Gross Sales Price	$421,355	GrossSalesPriceAmt
Cost Or Other Basis	$443,454	CostOrOtherBasisAmt
Gain Or Loss	-$22,099	GainOrLossAmt
Gains Minus Excess Or Losses	-$22,099	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$22,099	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$22,099	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$137	InvestmentIncomeExciseTaxAmt
Subtotal	$137	SubtotalAmt
Tax Based On Investment Income	$137	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,149	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$1,149	TotalPaymentsAndCreditsAmt
Overpayment	$1,012	OverpaymentAmt
Applied To ES Tax	$1,012	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
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	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	NEUSCHATZ HERMAN HANKE & SAMAR	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	2013017700	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	124 PROSPECT STREET	AddressLine1
City	RIDGEWOOD	City
State	NJ	State
ZIP Code	07450	ZIPCode

Field	Value	IRS element (for citing)
Foreign Accounts Question	Yes (true)	ForeignAccountsQuestionInd
Foreign Country	CA	ForeignCountryCd

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 (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
DAVID ROSE
c/o Lewiskin 124 PROSPECT ST	RIDGEWOOD	NJ	07450	President	2.00	$0
ERWIN ROSE
27 MOSSMAN ROAD	SUDBURY	MA	01776	Vice President	1.00	$2,000

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	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Tax Based On Investment Income	$137	TaxBasedOnInvestmentIncomeAmt
Total Tax	$137	TotalTaxAmt
Distributable Before Adj	$137	DistributableBeforeAdjAmt
Distributable Before Ded	$137	DistributableBeforeDedAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,000	ExpensesAndContributionsAmt
Qualifying Distributions	$2,000	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$2,000	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$27,724	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$47,605	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$30,498	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$46,185	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$6,000	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$158,012	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,000	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$2,000	RemainingDistriFromCorpusAmt
Total Corpus	$160,012	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$27,724	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$132,288	ExcessDistriCyovToNextYrAmt
Excess From Year4	$47,605	ExcessFromYear4Amt
Excess From Year3	$30,498	ExcessFromYear3Amt
Excess From Year2	$46,185	ExcessFromYear2Amt
Excess From Year1	$6,000	ExcessFromYear1Amt
Excess From Current Year	$2,000	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	DAVID ROSE PRESIDENT	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	124 PROSPECT STREET	AddressLine1
City	RIDGEWOOS	City
State	NJ	State
ZIP Code	07450	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone	2013017700	RecipientPhoneNum
Form And Info And Materials	PROPOSALS FOR WHICH FUNDS WILL BE USED	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	FUNDS USED FOR OLD AGE HOMES, ORPHANAGES, MEDICAL RESEARCH AND MEDICAL COLLEGES	RestrictionsOnAwardsTxt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$18,765	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	-$22,099	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$18,765	ExclusionAmt
Related Or Exempt Function Incm	-$22,099	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$3,334	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING	CategoryTxt
Amt	$3,500	Amt
Net Investment Income	$3,500	NetInvestmentIncomeAmt
Adjusted Net Income	$3,500	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt
9000 JC PENNY	$8,235
2100 UNISERVE	$9,872

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt
7000 league opp fund	$6,581
5600 PIVOT TECH	$974

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
INVESTMENT INTEREST EXPENSE	$1,420	$1,420	$1,420
MANAGEMENT FEE	$4,614	$4,614	$4,614

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Foreign Withheld Tax	CategoryTxt
Amt	$402	Amt
Net Investment Income	$402	NetInvestmentIncomeAmt
Adjusted Net Income	$402	AdjustedNetIncomeAmt

LOUIS LEVIN FOUNDATION: 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

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 (2 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

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments