THE NORRIS FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: THE NORRIS FOUNDATION (EIN 74-2465853)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-06
IRS object ID: 201233119349100313
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
Schedule B
Accounting Fees Schedule
Investments Other Schedule2
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-06T15:08:56-06:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	203762051	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MB GROUP LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	5072 W PLANO PARKWAY SUITE 150	AddressLine1
City	PLANO	City
State	TX	State
ZIP Code	75093	ZIPCode

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

Filer Filer

Field	Value	IRS element (for citing)
EIN	742465853	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE NORRIS FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	NORR	NameControl
Phone	9722921994	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1001 EAGLES LANDING BLVD	AddressLine1
City	OAKPOINT	City
State	TX	State
ZIP Code	75068	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	WARREN NORRIS	Name
Title	FOUNDATION MANAGER	Title
Phone	9722921994	Phone
Date Signed	2012-11-06	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
PTIN	P00325716	PTIN
Phone	4698651040	Phone
Date Prepared	2012-11-06	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	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	115010	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	45000	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	1867	DividendsRevAndExpnss
Dividends Net Invst Incm	1867	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	5	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	5	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	5	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	46872	TotalRevenueAndExpenses
Total Net Investment Income	1872	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	1009	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1009	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	1089	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	1089	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	2098	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	2098	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	27500	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	27500	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	29598	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	2098	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	27500	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	17274	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	7952	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	23455	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	23455	SavingsAndTempCashInvstEOYFMV
Investments Other BOY	71641	InvestmentsOtherBOY
Investments Other EOY	73412	InvestmentsOtherEOY
Investments Other EOYFMV	91555	InvestmentsOtherEOYFMV
Total Assets BOY	79593	TotalAssetsBOY
Total Assets EOY	96867	TotalAssetsEOY
Total Assets EOYFMV	115010	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	350052	CapitalStockBOY
Capital Stock EOY	350052	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	-270459	RetainedEarningsBOY
Retained Earnings EOY	-253185	RetainedEarningsEOY
Total Net Assets BOY	79593	TotalNetAssetsBOY
Total Net Assets EOY	96867	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	79593	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	96867	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	79593	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	17274	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	96867	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	96867	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Field	Value	IRS element (for citing)
Description Of Asset	CAPITAL GAINS DIVIDENDS	DescriptionOfAsset
How Acquired	P	HowAcquired
Gross Sales Price	5	GrossSalesPrice
Gain Or Loss	5	GainOrLoss
Gains Minus Excess Or Losses	5	GainsMinusExcessOrLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	5	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	2500	QualifyingDistributionsYear1
Noncharitable Assets Year1	87823	NoncharitableAssetsYear1
Distribution Ratio Year1	0.028466	DistributionRatioYear1
Qualifying Distributions Year2	49915	QualifyingDistributionsYear2
Noncharitable Assets Year2	93952	NoncharitableAssetsYear2
Distribution Ratio Year2	0.531282	DistributionRatioYear2
Qualifying Distributions Year3	1250	QualifyingDistributionsYear3
Noncharitable Assets Year3	152575	NoncharitableAssetsYear3
Distribution Ratio Year3	0.008193	DistributionRatioYear3
Qualifying Distributions Year4	36500	QualifyingDistributionsYear4
Noncharitable Assets Year4	201787	NoncharitableAssetsYear4
Distribution Ratio Year4	0.180884	DistributionRatioYear4
Qualifying Distributions Year5	14050	QualifyingDistributionsYear5
Noncharitable Assets Year5	203759	NoncharitableAssetsYear5
Distribution Ratio Year5	0.068954	DistributionRatioYear5
Total Distribution Ratio	0.817779	TotalDistributionRatio
Average Distribution Ratio	0.163556	AverageDistributionRatio
Net Noncharitable Assets	108862	NetNoncharitableAssets
Adjusted Noncharitable Assets	17805	AdjustedNoncharitableAssets
One Percent Net Investment Income	0	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	17805	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	27500	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	0	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	0	TaxBasedOnInvestmentIncome
Total Credits And Payments	0	TotalCreditsAndPayments
Tax Due	0	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	WARREN NORRIS	BooksInCareOfPersonName
Books In Care Of Phone Number	9722921994	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1001 EAGLES LANDING BLVD	AddressLine1
City	OAKPOINT	City
State	TX	State
ZIP Code	75068	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

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	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
WARREN LEE NORRIS
1001 EALGES LANDING BLVD	OAK POINT	TX	75068	FOUNDATION MANAGER	0.00	0	0	0
JILL E NORRIS
1001 EALGES LANDING BLVD	OAK POINT	TX	75068	FOUNDATION MANAGER	0.00	0	0	0

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

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	91332	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	12319	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	6869	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	110520	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	110520	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	1658	CashDeemedCharitable
Net Noncharitable Assets	108862	NetNoncharitableAssets
Minimum Investment Return	5443	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	5443	MinimumInvestmentReturn
Total Tax	0	TotalTax
Distributable Amount Before Adj	5443	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	5443	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	5443	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	27500	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	27500	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	27500	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	5443	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	3422	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	27016	ExcessDistriCarryoverYear4
Excess Distri Carryover Year2	45387	ExcessDistriCarryoverYear2
Total Excess Distri Carryover	75825	TotalExcessDistriCarryover
Qualifying Distributions	27500	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	5443	AppliedToCurrentYear
Remaining Distri From Corpus	22057	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	97882	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	3422	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	94460	ExcessDistriCyovToNextYear
Excess From Year4	27016	ExcessFromYear4
Excess From Year2	45387	ExcessFromYear2
Excess From Current Year	22057	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	WARREN LEE NORRIS	ContributingManager
Contributing Manager	JILL E NORRIS	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
LEGACY CHRISTIAN ACADEMY
5000 ACADEMY DRIVE	FRISCO	TX	75034	501(C)(3)	CHARITABLE GIFT	$25,000
NORTH DALLAS K-LIFE
P O BOX 456	FRISCO	TX	75034	501(C)(3)	CHARITALBLE GIFT	$2,500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	27500	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$1,867	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

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

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$1,872	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	1872	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	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	WARREN JILL NORRIS	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	1001 EAGLES LANDING BLVD	AddressLine1
City	OAKPOINT	City
State	TX	State
ZIP Code	75068	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	45000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$1,009	Amount
Net Investment Income	1009	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	BHCO INVESTMENTS	CategoryOrItem
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMV
Book Value	73412	BookValue
EOYFMV	91555	EOYFMV

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT ADVISORY FEES	Category
Amount	$1,089	Amount
Net Investment Income	1089	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

THE NORRIS FOUNDATION: 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

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

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)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 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

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

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