E MANDELL AND BETSY DE WINDT FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: E MANDELL AND BETSY DE WINDT FOUNDATION (EIN 34-1536552)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-13
IRS object ID: 201321339349102157
Schema version: 2012v2.1
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
Depreciation Schedule
Land Etc Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-13T14:39:54-05:00	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	CONNER & ASSOCIATES LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	26016 DETROIT RD SUITE 3	AddressLine1
City	WESTLAKE	City
State	OH	State
ZIP Code	44145	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	341536552	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	E MANDELL AND BETSY DEWINDT FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% CONNER & ASSOCIATES	InCareOfName
Name Control	MAND	NameControl
Phone	2162928030	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9621 HOBART RD	AddressLine1
Address Line2	Suite	AddressLine2
City	WAITE HILL	City
State	OH	State
ZIP Code	44094	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	PAMELA BURKE	Name
Title	VICE PRESIDENT	Title
Phone	2162928030	Phone
Date Signed	2013-05-10	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Scott Simmerly	Name
Phone	4406170391	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)
Address Change	X	AddressChange
Exempt PF	X	ExemptPF
FMV Assets EOY	205749	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	0	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	5496	DividendsRevAndExpnss
Dividends Net Invst Incm	5496	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	7957	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	12002	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	7957	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	13453	TotalRevenueAndExpenses
Total Net Investment Income	13453	TotalNetInvestmentIncome
Other Prof Fees Rev And Expnss	3069	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	3069	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	212	TaxesRevAndExpnss
Taxes Net Invst Incm	7	TaxesNetInvstIncm
Tot Opr Expenses Rev And Expnss	3281	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	3076	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	9500	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	9500	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	12781	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	3076	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	9500	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	672	ExcessOfRevenueOverExpenses
Net Investment Income	10377	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	11888	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	17067	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	17067	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	376502	InvestmentsCorpStockBOY
Investments Corp Stock EOY	371995	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	188682	InvestmentsCorpStockEOYFMV
Total Assets BOY	388390	TotalAssetsBOY
Total Assets EOY	389062	TotalAssetsEOY
Total Assets EOYFMV	205749	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	388390	CapitalStockBOY
Capital Stock EOY	389062	CapitalStockEOY
Total Net Assets BOY	388390	TotalNetAssetsBOY
Total Net Assets EOY	389062	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	388390	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	389062	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	388390	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	672	ExcessOfRevenueOverExpenses
Subtotal	389062	Subtotal
Total Net Assets Fund Balances EOY	389062	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
GOLD CLIRN ISSUER BAC	P	2010-04-29	2012-05-02	12002	10000	2002	2002
SEE MERRIL LYNCH STMT ATTACHED	P	2012-01-01	2012-06-01			322
SEE MERRILL LYNCH STMT ATTACHED	P	2011-01-01	2012-06-01			5633

Field	Value	IRS element (for citing)
Capital Gain Net Income	7957	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	13000	QualifyingDistributionsYear1
Noncharitable Assets Year1	211251	NoncharitableAssetsYear1
Distribution Ratio Year1	0.061538	DistributionRatioYear1
Qualifying Distributions Year2	14000	QualifyingDistributionsYear2
Noncharitable Assets Year2	213024	NoncharitableAssetsYear2
Distribution Ratio Year2	0.06572	DistributionRatioYear2
Qualifying Distributions Year3	31500	QualifyingDistributionsYear3
Noncharitable Assets Year3	346839	NoncharitableAssetsYear3
Distribution Ratio Year3	0.09082	DistributionRatioYear3
Qualifying Distributions Year4	20525	QualifyingDistributionsYear4
Noncharitable Assets Year4	278815	NoncharitableAssetsYear4
Distribution Ratio Year4	0.073615	DistributionRatioYear4
Qualifying Distributions Year5	21468	QualifyingDistributionsYear5
Noncharitable Assets Year5	318103	NoncharitableAssetsYear5
Distribution Ratio Year5	0.067488	DistributionRatioYear5
Total Distribution Ratio	0.359181	TotalDistributionRatio
Average Distribution Ratio	0.071836	AverageDistributionRatio
Net Noncharitable Assets	208650	NetNoncharitableAssets
Adjusted Noncharitable Assets	14989	AdjustedNoncharitableAssets
One Percent Net Investment Income	104	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	15093	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	9500	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	208	InvestmentIncomeExciseTax
Subtotal	208	Subtotal
Tax Based On Investment Income	208	TaxBasedOnInvestmentIncome
Total Credits And Payments	0	TotalCreditsAndPayments
Tax Due	208	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	OH	StatesFiledWith
Form990 PF Filed With AG	false	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

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CONNER & ASSOCIATES	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	4406170391	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	26016 DETROIT RD STE3	AddressLine1
City	westlake	City
State	OH	State
ZIP Code	44145	ZIPCode

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
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
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
Relying Curr Notice Disaster Asst2	X	RelyingCurrNoticeDisasterAsst2
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
E MANDELL DE WINDT
9621 HOBART RD	WAITE HILL	OH	44094	PRESIDENT	1.0	0
PAMELA BURKE
9621 HOBART RD	WAITE HILL	OH	44094	VICE PRESIDENT	2.0	0
DANA DE WINDT
4131 SE Henley lane	Stuart	FL	34995	SECRETARY	1.0	0

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Field	Value	IRS element (for citing)
Sum Of Program Related Investments		SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	192948	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	18879	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	211827	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	211827	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	3177	CashDeemedCharitable
Net Noncharitable Assets	208650	NetNoncharitableAssets
Minimum Investment Return	10433	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	10433	MinimumInvestmentReturn
Tax Based On Investment Income	208	TaxBasedOnInvestmentIncome
Total Tax	208	TotalTax
Distributable Amount Before Adj	10225	DistributableAmountBeforeAdj
Distributable Amount Before Ded	10225	DistributableAmountBeforeDed
Distributable Amount As Adjusted	10225	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	9500	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	9500	QualifyingDistributions
Adj Qualifying Distributions	9500	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	10225	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Prior Year1	2010	PriorYear1
Prior Year2	2009	PriorYear2
Prior Year3	2008	PriorYear3
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	5627	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	6734	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	14203	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	3424	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	2638	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	32626	TotalExcessDistriCarryover
Qualifying Distributions	9500	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Current Year	9500	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	725	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	725	ExcessDistriCyovAppliedCY
Total Corpus	31901	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	4902	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	26999	ExcessDistriCyovToNextYear
Excess From Year4	6734	ExcessFromYear4
Excess From Year3	14203	ExcessFromYear3
Excess From Year2	3424	ExcessFromYear2
Excess From Year1	2638	ExcessFromYear1

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundations

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	E M DEWINDT 36 RIVERVIEW ROAD H	ContributingManager
Shareholder Manager	NONE	ShareholderManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
AUTISM SOCIETY OF AMERICA
4340 EAST WEST HWY	BETHESDA	MD	20814	NONE	PUBLIC CHARITY	GENERAL FUND	$500
AMERICAN RED CROSS
2025 E STREET	WASHINGTON	DC	20006	NONE	PUBLIC CHARITY	GEENRAL FUND	$1,000
HUMAN SOCIETY OF NY
306 E59TH ST	NEW YORK	NY	10022	NONE	PUBLIC CHARITY	GENERAL FUND	$500
SUICIDE PREVENTION EDUCATION
29425 CHAGRIN BLVD	CLEVELAND	OH	44122	NONE	PUBLIC CHARITY	GENERAL FUND	$2,000
MCLAREN NORTHERN MI FND
16604 DORAL DRIVE	NORTHVILLE	MI	48168	NONE	PUBLIC CHARITY	GEENRAL FUND	$1,000
WOMENS RESOURCE CENTER NORTHERN MI
423 PORTER ST	PETOSKEY	MI	49770	NONE	PUBLIC CHARITY	GENERAL FUND	$200
MANNA FOOD PROJECT
8971 MCBRIDE PARK DR	HARBOR SPRINGS	MI	49740	NONE	PUBLIC CHARITY	GENERAL FUND	$200
CATCH
76 S STATE ST	CONCORD	NH	03301	NONE	PUBLIC CHARITY	GENERAL FUND	$200
FIRST TEE OF BOYNE HIGHLAND
P O BOX 613	HARBOR SPRINGS	MI	49740	NONE	PUBLIC CHARITY	GENERAL FUND	$200
DETROIT INSTITUTE OF THE ARTS
5200 WOODWARD AVE	DETROIT	MI	48202	NONE	PUBLIC CHARITY	GENERAL FUND	$200
WHOLE CHILD CONNECTION
P O BOX 2187	STUART	FL	34995	NONE	PUBLCI CHARITY	GEENRAL FUND	$250
CHAUTAQUA INSTITUTION
ONE AMES AVE	CHAUTAQUA	NY	14722	NONE	PUBLIC CHARITY	GENERAL FUND	$250
HANDS OF HOPE COMMUNITY DEVELOPMENT
510 SE LAKE STREET	STUART	FL	34994	NONE	PUBLIC CHARITY	GEENRAL FUND	$250
JD PARKER PTO
1010 EAST 10TH ST	STUART	FL	34996	NONE	PUBLIC CHARITY	GENERAL FUND	$300
NAACP
4805 MOUNT HOPE DR	BALTIMORE	MD	21215	NONE	PUBLIC CHARITY	GENERAL FUND	$300
WHITE DOVES
26165 SE DIXIE HIGHWAY	STUART	FL	34995	NONE	PUBLIC CHARITY	GEENRAL FUND	$150
HATHAWAY BROWN SCHOOL
19600 NORHTPARK BLVD	CLEVELAND	OH	44122	NONE	PUBLIC CHARITY	GENERAL FUND	$2,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	9500	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments
Int On Savings And Temp Cash Invst		IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$5,496	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty
Other Investment Income Part VII		OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$7,957	ExclusionAmount

Field	Value	IRS element (for citing)
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$13,453	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	13453	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

Depreciation Schedule DepreciationSchedule

Land Etc Schedule2 LandEtcSchedule2

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	Category
Amount	$3,069	Amount
Net Investment Income	3069	NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
FOREIGN TAXES ON INVEST INCOME	$7	7
EXCISE TAX - INVESTMENT INCOME	$205

E MANDELL AND BETSY DE WINDT 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

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

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)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Depreciation Schedule DepreciationSchedule

Land Etc Schedule2 LandEtcSchedule2

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments