PERKINS HUNTER FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: PERKINS HUNTER FOUNDATION (EIN 36-3486609)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-15
IRS object ID: 201311359349102116
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
Schedule B
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-15T13:49:08-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ENGELBERG & SMITH	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	20 NORTH CLARK STREET SUITE 3000	AddressLine1
City	CHICAGO	City
State	IL	State
ZIP Code	606025094	ZIPCode

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

Filer Filer

Field	Value	IRS element (for citing)
EIN	363486609	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	PERKINS HUNTER FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	PERK	NameControl
Phone	3129220355	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	311 SOUTH WACKER DRIVE	AddressLine1
City	CHICAGO	City
State	IL	State
ZIP Code	60606	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	THOMAS PERKINS	Name
Title	Director	Title
Date Signed	2013-05-15	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Burt W Engelberg	Name
PTIN	P00839403	PTIN
Phone	3125801236	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	5334243	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	700000	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	136965	DividendsRevAndExpnss
Dividends Net Invst Incm	136965	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	61226	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	94484	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	61226	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	51035	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	51035	OtherIncomeNetInvstIncm
Total Revenue And Expenses	949226	TotalRevenueAndExpenses
Total Net Investment Income	249226	TotalNetInvestmentIncome
Legal Fees Rev And Expnss	1850	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	1850	LegalFeesNetInvstIncm
Other Expenses Rev And Expnss	25	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	25	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	1875	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	1875	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	279250	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	279250	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	281125	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	1875	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	279250	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	668101	ExcessOfRevenueOverExpenses
Net Investment Income	247351	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	586805	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	698503	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	698503	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	4514093	InvestmentsCorpStockBOY
Investments Corp Stock EOY	5066124	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	4635740	InvestmentsCorpStockEOYFMV
Total Assets BOY	5100898	TotalAssetsBOY
Total Assets EOY	5764627	TotalAssetsEOY
Total Assets EOYFMV	5334243	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	5100898	CapitalStockBOY
Capital Stock EOY	5764627	CapitalStockEOY
Total Net Assets BOY	5100898	TotalNetAssetsBOY
Total Net Assets EOY	5764627	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	5100898	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	5764627	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	5100898	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	668101	ExcessOfRevenueOverExpenses
Subtotal	5768999	Subtotal
Other Decreases	4372	OtherDecreases
Total Net Assets Fund Balances EOY	5764627	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	61226	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	228455	QualifyingDistributionsYear1
Noncharitable Assets Year1	3852548	NoncharitableAssetsYear1
Distribution Ratio Year1	0.05930	DistributionRatioYear1
Qualifying Distributions Year2	19350	QualifyingDistributionsYear2
Noncharitable Assets Year2	1197903	NoncharitableAssetsYear2
Distribution Ratio Year2	0.01615	DistributionRatioYear2
Qualifying Distributions Year3	58500	QualifyingDistributionsYear3
Noncharitable Assets Year3	721500	NoncharitableAssetsYear3
Distribution Ratio Year3	0.08108	DistributionRatioYear3
Noncharitable Assets Year4	431337	NoncharitableAssetsYear4
Qualifying Distributions Year5	65000	QualifyingDistributionsYear5
Noncharitable Assets Year5	601214	NoncharitableAssetsYear5
Distribution Ratio Year5	0.10812	DistributionRatioYear5
Total Distribution Ratio	0.26465	TotalDistributionRatio
Average Distribution Ratio	0.05293	AverageDistributionRatio
Net Noncharitable Assets	4607191	NetNoncharitableAssets
Adjusted Noncharitable Assets	243859	AdjustedNoncharitableAssets
One Percent Net Investment Income	2474	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	246333	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	279250	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	2474	InvestmentIncomeExciseTax
Subtotal	2474	Subtotal
Tax Based On Investment Income	2474	TaxBasedOnInvestmentIncome
Form2220 Attached	X	Form2220Attached
Penalty For Underpayment	46	PenaltyForUnderpayment
Tax Due	2520	TaxDue

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	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	IL	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	THOMAS PERKINS	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	4153512300	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	3565 WASHINGTON ST	AddressLine1
City	SAN FRANCISCO	City
State	CA	State
ZIP Code	94118	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 (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
JAMEL PERKINS
207 MAPLE STREET	SAN FRANCISCO	CA	94118	DIRECTOR	0.00	0
ALEC PERKINS
1926 PINE STREET	SAN FRANCISCO	CA	94109	DIRECTOR	0.00	0
THOMAS PERKINS
3565 WASHINGTON STREET	SAN FRANCISCO	CA	94118	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	4271543	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	405808	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	4677351	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	4677351	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	70160	CashDeemedCharitable
Net Noncharitable Assets	4607191	NetNoncharitableAssets
Minimum Investment Return	230360	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	230360	MinimumInvestmentReturn
Tax Based On Investment Income	2474	TaxBasedOnInvestmentIncome
Total Tax	2474	TotalTax
Distributable Amount Before Adj	227886	DistributableAmountBeforeAdj
Distributable Amount Before Ded	227886	DistributableAmountBeforeDed
Distributable Amount As Adjusted	227886	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	279250	ExpensesAndContributions
Qualifying Distributions	279250	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	2474	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	276776	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	227886	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	35343	ExcessDistriCarryoverYear5
Excess Distri Carryover Year3	22491	ExcessDistriCarryoverYear3
Excess Distri Carryover Year1	40190	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	98024	TotalExcessDistriCarryover
Qualifying Distributions	279250	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	227886	AppliedToCurrentYear
Remaining Distri From Corpus	51364	RemainingDistriFromCorpus
Total Corpus	149388	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	35343	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	114045	ExcessDistriCyovToNextYear
Excess From Year3	22491	ExcessFromYear3
Excess From Year1	40190	ExcessFromYear1
Excess From Current Year	51364	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	THOMAS PERKINS	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
STANFORD CLINICAL EXCELLENCE RESEAR
3172 PORTER DRIVE SUITE 210	PALO ALTO	CA	94304	PUBLIC	GENERAL USE	$100,000
SAN FRANCISCO FILM SOCIETY
39 MESA STREET SUITE 110	SAN FRANCISCO	CA	94129	PUBLIC	GENERAL USE	$3,000
ENGENDERHEALTH
440 NINTH AVENUE	NEW YORK	NY	10001	PUBLIC	GENERAL USE	$20,000
TIPPING POINT
220 MONTGOMERY STREET SUITE 850	SAN FRANCISCO	CA	94104	PUBLIC	GENERAL USE	$100,000
TONIIC
3075 RICHMOND BLVD	OAKLAND	CA	94611	PUBLIC	GENERAL USE	$3,750
OMEGA BOYS CLUB
1060 TENNESSEE STREET	SAN FRANCISCO	CA	94117	PUBLIC	GENERAL USE	$10,000
HAMILTON FAMILY CENTER
1631 HAYES STREET	SAN FRANCISCO	CA	94117	PUBLIC	GENERAL USE	$5,000
SONOMA PLEN AIR FOUNDATION
19201 SONOMA HIGHWAY NO 321	SONOMA	CA	95476	PUBLIC	GENERAL USE	$2,500
ALWAYS DREAM FOUNDATION
125 RAILROAD AVENUE SUITE 203	DANVILLE	CA	94526	PUBLIC	GENERAL USE	$5,000
SONOMA STATE UNIVERSITY
1801 E COTATI AVENUE	ROHNERT PARK	CA	94928	PUBLIC	GENERAL USE	$10,000
SAN FRANCISCO SYMPHONY
201 VAN NESS AVENUE	SAN FRANCISCO	CA	94102	PUBLIC	GENERAL USE	$10,000
NEW CENTURY CHAMBER ORCHESTRA
665 3RD STREET SUITE 345	SAN FRANCISCO	CA	94107	PUBLIC	GENERAL USE	$5,000
TONIIC LLC
3075 RICHMOND BLVD	OAKLAND	CA	94611	PUBLIC	GENERAL USE	$5,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	279250	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	3	ExclusionCode
Exclusion	$136,965	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	3	ExclusionCode
Exclusion	$51,035	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	3	ExclusionCode
Exclusion	$61,226	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$249,226	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	249226	TotalPartXVIA

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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	PERKINS REVOCABLE TRUST	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	3565 WASHINGTON STREET	AddressLine1
City	SAN FRANCISCO	City
State	CA	State
ZIP Code	94118	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	700000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	ENGELBERG & SMITH	Category
Amount	$1,850	Amount
Net Investment Income	1850	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	Excise Taxes	Description
Amount	$4,372	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
ILLINOIS SECRETARY OF STATE	10	10
ILLINOIS CHARITABLE RETURN FILING FEE	15	15

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	Other Investment Income	Description
Revenue And Expenses Per Books	51035	RevenueAndExpensesPerBooks
Net Investment Income	51035	NetInvestmentIncome

PERKINS HUNTER 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

Capital Gains And Losses CapitalGainsAndLosses

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

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 (3 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Comments