GEORGE A RAMLOSE FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: GEORGE A RAMLOSE FOUNDATION INC (EIN 04-6048231)
Tax period: 2011-05-01 to 2012-04-30
Filed: 2012-09-14
IRS object ID: 201232589349100703
Schema version: 2011v1.2
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
Cash Deemed Charitable Expln Stmt
Legal Fees Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-09-14T10:06:29-07:00	Timestamp
Tax Period End Date	2012-04-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THOMAS ARRISON PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	312 GREAT RD	AddressLine1
City	LITTLETON	City
State	MA	State
ZIP Code	014601992	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-05-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	046048231	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	GEORGE A RAMLOSE FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	GEOR	NameControl
Phone	9783681200	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 550	AddressLine1
City	STERLING	City
State	MA	State
ZIP Code	01564	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DAVID TAYLOR	Name
Title	TREASURER	Title
Phone	9783681200	Phone
Date Signed	2012-09-10	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	THOMAS ARRISON CPA	Name
Phone	9784869855	Phone
Date Prepared	2012-09-14	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	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	2879275	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	88556	DividendsRevAndExpnss
Dividends Net Invst Incm	88557	DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm	182593	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	88556	TotalRevenueAndExpenses
Total Net Investment Income	271150	TotalNetInvestmentIncome
Legal Fees Rev And Expnss	7000	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	3500	LegalFeesNetInvstIncm
Accounting Fees Rev And Expnss	2800	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1400	AccountingFeesNetInvstIncm
Other Prof Fees Rev And Expnss	21186	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	21186	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	4810	TaxesRevAndExpnss
Taxes Net Invst Incm	4470	TaxesNetInvstIncm
Trav Conf Meeting Rev And Expnss	3897	TravConfMeetingRevAndExpnss
Other Expenses Rev And Expnss	1798	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	1065	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	41491	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	31621	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	155240	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	155240	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	196731	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	31621	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	155240	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-108175	ExcessOfRevenueOverExpenses
Net Investment Income	239529	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	8231	CashBOY
Cash EOY	854	CashEOY
Cash EOYFMV	854	CashEOYFMV
Savings And Temp Cash Invst BOY	80884	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	146676	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	146677	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	1294127	InvestmentsCorpStockBOY
Investments Corp Stock EOY	1372196	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	2678716	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	112187	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	49682	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	53028	InvestmentsCorpBondsEOYFMV
Total Assets BOY	1495429	TotalAssetsBOY
Total Assets EOY	1569408	TotalAssetsEOY
Total Assets EOYFMV	2879275	TotalAssetsEOYFMV
Accounts Payable BOY	4905	AccountsPayableBOY
Accounts Payable EOY	4466	AccountsPayableEOY
Total Liabilities BOY	4905	TotalLiabilitiesBOY
Total Liabilities EOY	4466	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	1490524	UnrestrictedBOY
Unrestricted EOY	1564942	UnrestrictedEOY
Total Net Assets BOY	1490524	TotalNetAssetsBOY
Total Net Assets EOY	1564942	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1495429	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1569408	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1490524	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-108175	ExcessOfRevenueOverExpenses
Other Increases	182593	OtherIncreases
Subtotal	1564942	Subtotal
Total Net Assets Fund Balances EOY	1564942	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 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
1000 sh Beam Inc	P	2004-01-15	2011-12-05	16660	12721	3939	3939
1000 Sh Exxon Mobil	P	2004-01-15	2012-02-23	86700	15813	70887	70887
100 Sh First Energy	P	2004-01-15	2012-02-23	4174	3634	540	540
500 Sh Home Depot	P	2004-01-15	2012-01-12	21670	13697	7973	7973
500 Sh Raytheon	P	2004-01-15	2011-11-28	21998	24745	-2747	-2747
1200 Sh Beam, Inc.	P	2004-01-15	2012-04-27	42522	3144	39378	39378
1000Sh Exxon Mobil	P	2004-01-15	2011-11-15	78433	568	77865	77865
138 Sh Frontier Communications	P	2005-05-03	2012-03-26	576	929	-353	-353
500 Sh JP Morgan Chase	P	2004-01-15	2011-11-15	16177	18070	-1893	-1893
50000 Citgroup Capital Z Bonbds	P	2004-01-15	2011-11-15	44099	50000	-5901	-5901
12500 RBS Cap Fdg TR VII	P	2004-01-15	2011-11-15	5410	12505	-7095	-7095

Field	Value	IRS element (for citing)
Capital Gain Net Income	182593	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	true	LiableFor4942Tax
Adj Nonchrtbl Assets And One	0	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	0	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	4791	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	4791	Subtotal
Tax Based On Investment Income	4791	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	3750	EstTaxPaymentsAndOverpayment
Total Credits And Payments	3750	TotalCreditsAndPayments
Tax Paid Original Return	3750	TaxPaidOriginalReturn
Tax Due	1041	TaxDue
Amount Credited To Next Year	0	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
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	MA	StatesFiledWith
States Filed With	NY	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	false	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ADAMS & BLINN	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	9783688264	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 550	AddressLine1
City	STERLING	City
State	MA	State
ZIP Code	02141	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	true	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
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

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	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
PETER BOYCE
3287 BAILEY ROAD	DACULA	GA	30019	PRESIDENT	1.00	0	0	821
CAROLE C BOYCE
3287 BAILEY ROAD	DACULA	GA	30019	VP	1.00	0	0	820
LINDA TAYLOR
141 KENDALL HILL ROAD	STERLING	MA	01564	VP	1.00	3000	0	1128
DAVID TAYLOR
141 KENDALL HILL ROAD	STERLING	MA	01564	TREASURER	1.00	4000	0	1128

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	CONTRIBUTIONS TO QUALIFIED 501(C)(3) ORGANIZATIONS NONE OFWHOM ARE RELATED TO THE DIRECTORS OF THE FOUNDATIONSEE ATTACHED LIST	Description1
Expenses1	155240	Expenses1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	2725554	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	87302	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	2812856	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	2812856	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	150000	CashDeemedCharitable
Net Noncharitable Assets	2662856	NetNoncharitableAssets
Minimum Investment Return	133143	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	133143	MinimumInvestmentReturn
Tax Based On Investment Income	4791	TaxBasedOnInvestmentIncome
Total Tax	4791	TotalTax
Distributable Amount Before Adj	128352	DistributableAmountBeforeAdj
Distributable Amount Before Ded	128352	DistributableAmountBeforeDed
Distributable Amount As Adjusted	128352	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	155240	ExpensesAndContributions
Qualifying Distributions	155240	QualifyingDistributions
Adj Qualifying Distributions	155240	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	128352	DistributableAmountAsAdjusted
Undistributed Income Prior Year	120965	UndistributedIncomePriorYear
Excess Distri Carryover Year5	126908	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	129327	ExcessDistriCarryoverYear4
Excess Distri Carryover Year1	134125	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	390360	TotalExcessDistriCarryover
Qualifying Distributions	155240	QualifyingDistributions
Remaining Distri From Corpus	155240	RemainingDistriFromCorpus
Total Corpus	545600	TotalCorpus
Taxable Amount2	120965	TaxableAmount2
Undistributed Income CY	128352	UndistributedIncomeCY
Excess Distri Cyov From Year5	126908	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	418692	ExcessDistriCyovToNextYear
Excess From Year4	129327	ExcessFromYear4
Excess From Year1	134125	ExcessFromYear1
Excess From Current Year	155240	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManager
Shareholder Manager	NONE	ShareholderManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	DAVID TAYLOR ADAMS BLINN	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 550	AddressLine1
City	STERLING	City
State	MA	State
ZIP Code	01564	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	5083688264	RecipientPhoneNumber
Form And Info And Materials	REQUEST A COPY OF PROPOSAL FOR FUNDING, INCLUDE COPY OF IRS EXEMPTION	FormAndInfoAndMaterials
Submission Deadlines	SEPTEMBER 15	SubmissionDeadlines
Restrictions On Awards	NONE	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SEE ATTACHED LIST	BusinessNameLine1

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	SEE ATTACHED LIST	AddressLine1
City	SEE ATTACHED	City
State	MA	State
ZIP Code	01000	ZIPCode

Field	Value	IRS element (for citing)
Recipient Foundation Status	501(C)(3)	RecipientFoundationStatus
Purpose Of Grant Or Contribution	GENERAL OPERATIONS	PurposeOfGrantOrContribution
Amount	$155,240	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	155240	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	$88,556	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$182,593	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$271,149	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	271149	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	Thomas Arrison, PC Acct & Tax	Category
Amount	$2,800	Amount

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

Field	Value	IRS element (for citing)
Explanation	THE FOUNDATION APPROVES GRANTS IN THE FIRST HALF OF ITS FISCAL YEAR AND MUST HAVE CASH AVAILABLE TO PAY THE GRANTS. THE AMOUNT OF $155,000 REPRESENTS THE GRANTS WHICH MUST BE MADE IN THE FISCAL YEAR ENDING APRIL 30, 2012 TO AVOID THE IMPOSITION OF SECTION 4942 TAXES. OTHER OPERATING EXPENSES CAN BE PAID FROM NORMAL CASH FLOW.	Explanation

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees (2 entries)

CategoryCategory	AmountAmount
David Taylor, Esq Legal Fees	$4,000
Linda Taylor Bookkeeping	$3,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
Bank Service Charges	16
Dues & Subscriptions	695	350
Insurance	725	715
Postage	135
Website	227

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	Realized Capital Gains	Description
Amount	$182,593	Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	CAMBRIDGE TRUST ADVISORS INVESTMENT MGMT FEES	Category
Amount	$21,186	Amount

Taxes Schedule TaxesSchedule

Taxes Taxes (4 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
New York State Taxes	$250
Mass Annual Report	$90
Federal Excise Tax	$4,048	4048
Foreign Tax	$422	422

GEORGE A RAMLOSE FOUNDATION INC: Form 990PF, tax year 2011

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 (11 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 (4 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

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

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes (4 entries)

Comments