JD FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: JD FOUNDATION (EIN 04-6932404)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-08-14
IRS object ID: 201332269349100648
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
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-08-14T12:20:10-07:00	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	Cutler Surabian PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	230 BROADWAY SUITE 102	AddressLine1
City	LYNNFIELD	City
State	MA	State
ZIP Code	01940	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	046932404	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	JD FOUNDATION UA DTD 11302000	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	JDFO	NameControl
Phone	9782504729	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	21 CARTER DRIVE	AddressLine1
City	CHELMSFORD	City
State	MA	State
ZIP Code	01824	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DENNIS C MCINERNEY	Name
Title	TRUSTEE	Title
Date Signed	2013-08-14	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	RONALD J SURABIAN CPA	Name
PTIN	P00173542	PTIN
Phone	7815846933	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	169148	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	2007	DividendsRevAndExpnss
Dividends Net Invst Incm	2007	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	18352	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	25146	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	18352	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	20359	TotalRevenueAndExpenses
Total Net Investment Income	20359	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	1000	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1000	AccountingFeesNetInvstIncm
Taxes Rev And Expnss	185	TaxesRevAndExpnss
Taxes Net Invst Incm	35	TaxesNetInvstIncm
Tot Opr Expenses Rev And Expnss	1185	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	1035	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	10650	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	10650	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	11835	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	1035	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	10650	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	8524	ExcessOfRevenueOverExpenses
Net Investment Income	19324	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	10708	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	10639	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	10639	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	72996	InvestmentsCorpStockBOY
Investments Corp Stock EOY	72996	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	158509	InvestmentsCorpStockEOYFMV
Total Assets BOY	83704	TotalAssetsBOY
Total Assets EOY	83635	TotalAssetsEOY
Total Assets EOYFMV	169148	TotalAssetsEOYFMV
Deferred Revenue BOY	11518	DeferredRevenueBOY
Deferred Revenue EOY	2925	DeferredRevenueEOY
Total Liabilities BOY	11518	TotalLiabilitiesBOY
Total Liabilities EOY	2925	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	72186	RetainedEarningsBOY
Retained Earnings EOY	80710	RetainedEarningsEOY
Total Net Assets BOY	72186	TotalNetAssetsBOY
Total Net Assets EOY	80710	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	83704	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	83635	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	72186	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	8524	ExcessOfRevenueOverExpenses
Subtotal	80710	Subtotal
Total Net Assets Fund Balances EOY	80710	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 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
various listed call options on Nuance Comm.	P	2012-01-01	2012-12-31	23494	4239	19255	19255
various listed call options on Corning, Inc.	P	2012-01-01	2012-12-31	1652	2555	-903	-903

Field	Value	IRS element (for citing)
Capital Gain Net Income	18352	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	18352	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	9905	QualifyingDistributionsYear1
Noncharitable Assets Year1	195243	NoncharitableAssetsYear1
Distribution Ratio Year1	0.05073	DistributionRatioYear1
Qualifying Distributions Year2	9624	QualifyingDistributionsYear2
Noncharitable Assets Year2	175724	NoncharitableAssetsYear2
Distribution Ratio Year2	0.05477	DistributionRatioYear2
Qualifying Distributions Year3	9744	QualifyingDistributionsYear3
Noncharitable Assets Year3	148332	NoncharitableAssetsYear3
Distribution Ratio Year3	0.06569	DistributionRatioYear3
Qualifying Distributions Year4	10000	QualifyingDistributionsYear4
Noncharitable Assets Year4	198716	NoncharitableAssetsYear4
Distribution Ratio Year4	0.05032	DistributionRatioYear4
Qualifying Distributions Year5	7500	QualifyingDistributionsYear5
Noncharitable Assets Year5	232575	NoncharitableAssetsYear5
Distribution Ratio Year5	0.03225	DistributionRatioYear5
Total Distribution Ratio	0.25376	TotalDistributionRatio
Average Distribution Ratio	0.05075	AverageDistributionRatio
Net Noncharitable Assets	175075	NetNoncharitableAssets
Adjusted Noncharitable Assets	8885	AdjustedNoncharitableAssets
One Percent Net Investment Income	193	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	9078	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	10650	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	193	InvestmentIncomeExciseTax
Subtotal	193	Subtotal
Tax Based On Investment Income	193	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	105	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	100	TaxPaidWithExtension
Total Credits And Payments	205	TotalCreditsAndPayments
Overpayment	12	Overpayment
Amount Credited To Next Year	12	AmountCreditedToNextYear

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	MA	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	JUDITH A KLOC-TRUSTEE	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	9782504729	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	21 CARTER DRIVE	AddressLine1
City	CHELMSFORD	City
State	MA	State
ZIP Code	01824	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 (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
DENNIS C MCINERNEY
21 CARTER DRIVE	CHELMSFORD	MA	01824	TRUSTEE	0.00	0
JUDITH A KLOC
21 CARTER DRIVE	CHELMSFORD	MA	01824	TRUSTEE	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	165035	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	12706	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	177741	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	177741	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	2666	CashDeemedCharitable
Net Noncharitable Assets	175075	NetNoncharitableAssets
Minimum Investment Return	8754	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	8754	MinimumInvestmentReturn
Tax Based On Investment Income	193	TaxBasedOnInvestmentIncome
Total Tax	193	TotalTax
Distributable Amount Before Adj	8561	DistributableAmountBeforeAdj
Distributable Amount Before Ded	8561	DistributableAmountBeforeDed
Distributable Amount As Adjusted	8561	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	10650	ExpensesAndContributions
Qualifying Distributions	10650	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	193	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	10457	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	8561	DistributableAmountAsAdjusted
Excess Distri Carryover Year4	310	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	2439	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	2340	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	233	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	5322	TotalExcessDistriCarryover
Qualifying Distributions	10650	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	8561	AppliedToCurrentYear
Remaining Distri From Corpus	2089	RemainingDistriFromCorpus
Total Corpus	7411	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	7411	ExcessDistriCyovToNextYear
Excess From Year4	310	ExcessFromYear4
Excess From Year3	2439	ExcessFromYear3
Excess From Year2	2340	ExcessFromYear2
Excess From Year1	233	ExcessFromYear1
Excess From Current Year	2089	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	DENNIS C MCINERNEY	ContributingManager
Contributing Manager	JUDITH A KLOC	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
NEW ENGLAND SCHOOL OF ACUPUNCTURE
150 CALIFORNIA STREET	NEWTON	MA	02458	NONE	PUBLIC	GENERAL PURPOSES	$650
MERRIMACK VALLEY CATHOLIC CHARITIES
70 LAWRENCE STREET	LOWELL	MA	01852	NONE	PUBLIC	GENERAL PURPOSES	$500
Lazarus House Ministries
P O Box 408	Lawrence	MA	01842	NONE	PUBLIC	GENERAL PURPOSES	$500
CatholicTV
P O Box 9196	Watertown	MA	02471	NONE	PUBLIC	GENERAL PURPOSES	$500
The University of Connecticut Found
P O Box 150412	Hartford	CT	06115	NONE	PUBLIC	GENERAL PURPOSES	$100
MORGAN MEMORIALGOODWILL INDUSTRIES
PO BOX 55009	BOSTON	MA	02205	NONE	PUBLIC	GENERAL PURPOSES	$250
THE JIMMY FUNDDANA-FARBER CANCER IN
PO BOX 970002	BOSTON	MA	02297	NONE	PUBLIC	GENERAL PURPOSES	$200
THE CARROLL CENTER FOR THE BLIND
770 CENTRE STREET	NEWTON	MA	02458	NONE	PUBLIC	GENERAL PURPOSES	$250
HOUSE OF HOPE INC
812 MERRIMACK STREET	LOWELL	MA	01854	NONE	PUBLIC	GENERAL PURPOSES	$500
FOCUS
PO BOX 1210	GREELEY	CO	80632	NONE	PUBLIC	GENERAL PURPOSES	$250
BETA GAMMA SIGMA
PO BOX 2569	MARYLAND HEIGHTS	MO	63043	NONE	PUBLIC	GENERAL PURPOSES	$100
NIAGRA UNIVERSITY
BUTLER BUILDING	NIAGRA UNIVERSITY	NY	14109	NONE	PUBLIC	GENERAL PURPOSES	$250
THE SALVATION ARMY
C/O LOWELL CORPS POBOX 1297	LOWELL	MA	01853	NONE	PUBLIC	GENERAL PURPOSES	$1,000
THE CATHOLIC APPEAL 2012
ARCHDIOCESE OF BOSTON BOX 9226	CHELSEA	MA	02150	NONE	PUBLIC	GENERAL PURPOSES	$1,000
THE BOSTON POPS FUND
SYMPHONY HALL PO BOX 845312	BOSTON	MA	02284	NONE	PUBLIC	GENERAL PURPOSES	$100
FOUNDATION FIGHTING BLINDNESS
PO BOX 17279	BALTIMORE	MD	21297	NONE	PUBLIC	GENERAL PURPOSES	$1,000
UNIVERSITY OF NOTRE DAME
PO BOX 519	NOTRE DAME	IN	46556	NONE	PUBLIC	GENERAL PURPOSES	$500
LIFE SAVER MINISTRIES
PO BOX 2003	N CHELMSFORD	MA	01863	NONE	PUBLIC	GENERAL PURPOSES	$2,500
BENTLEY UNIVERSITY
175 FOREST STREET	WALTHAM	MA	02452	NONE	PUBLIC	GENERAL PURPOSES	$500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	10650	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$2,007	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$18,352	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$20,359	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	20359	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	GRIFFIN, ROCKETT & GIROUARD PC-TAX PREP	Category
Amount	$1,000	Amount
Net Investment Income	1000	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
Federal Taxes - net	$150
COMMONWEALTH OF MA	$35	35

JD 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 (2 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 (2 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments