HALEY FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: HALEY FAMILY FOUNDATION (EIN 81-3688781)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-09-09
IRS object ID: 202612529349101006
Schema version: 2025v4.2
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
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-09-09T11:22:56-06:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	364199064	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	John W Huff CPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	5435 W Bull Valley Rd Ste 108	AddressLine1Txt
City	McHenry	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60050	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	813688781	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Haley Family Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% Sean Haley	InCareOfNm
Business Name Control	HALE	BusinessNameControlTxt
Phone	8158140661	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1413 Providence Drive	AddressLine1Txt
City	McHenry	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60051	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SEAN HALEY	PersonNm
Person Title	President	PersonTitleTxt
Phone	8158140661	PhoneNum
Signature	2026-08-25	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOHN W HUFF	PreparerPersonNm
PTIN	P00028988	PTIN
Phone	8153631005	PhoneNum
Preparation	2026-09-09	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$85,353	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,540	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$8	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$8	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$1,928	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,928	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$3,763	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,763	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$3,763	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$4,369	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$4,369	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$11,608	TotalRevAndExpnssAmt
Total Net Invst Incm	$10,068	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$500	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$500	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$96	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$96	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$238	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$238	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$834	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$834	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$4,504	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$4,504	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$5,338	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$5,338	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$6,270	ExcessRevenueOverExpensesAmt
Net Investment Income	$10,068	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$79,083	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$85,353	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$85,353	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$79,083	TotalAssetsBOYAmt
Total Assets EOY	$85,353	TotalAssetsEOYAmt
Total Assets EOYFMV	$85,353	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$79,083	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$85,353	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$79,083	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$85,353	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$79,083	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$85,353	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$79,083	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$6,270	ExcessRevenueOverExpensesAmt
Subtotal	$85,353	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$85,353	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	Dodge & Cox Balance	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2016-07-25	AcquiredDt
Sold	2025-12-31	SoldDt
Gross Sales Price	$3,763	GrossSalesPriceAmt
Gain Or Loss	$3,763	GainOrLossAmt
Gains Minus Excess Or Losses	$3,763	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$3,763	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$140	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$140	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$140	TaxBasedOnInvestmentIncomeAmt
Tax Due	$140	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	IL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Individual With Books	SEAN HALEY	IndividualWithBooksNm
Phone	8158140661	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1413 Providence Drive	AddressLine1Txt
City	McHenry	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60051	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
Sean Haley
1413 Providence Drive	McHenry	IL	60051	President	2.00	$0	$0	$0
Renae Haley
1413 Providence Drive	McHenry	IL	60051	Treasurer	2.00	$0	$0	$0
Quinn Haley
1413 Providence Drive	McHenry	IL	60051	Director	1.00	$0	$0	$0
George Haley
1413 Providence Drive	McHenry	IL	60051	Secretary	1.00	$0	$0	$0
Logan Micheletto
1413 Providence Drive	McHenry	IL	60051	Director	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	Family Health Partnership ClinicCrystal Lake Illinois	Description1Txt
Expenses1	$2,000	Expenses1Amt
Description2	FISH McHenryMcHenry Illinois	Description2Txt
Expenses2	$2,000	Expenses2Amt
Description3	Northern Illinois Helping Hands Food PantrySpring Grove Illinois	Description3Txt
Expenses3	$504	Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$82,218	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$82,218	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$82,218	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,233	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$80,985	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$4,049	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$4,049	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$140	TaxBasedOnInvestmentIncomeAmt
Total Tax	$140	TotalTaxAmt
Distributable Before Adj	$3,909	DistributableBeforeAdjAmt
Distributable Before Ded	$3,909	DistributableBeforeDedAmt
Distributable As Adjusted	$3,909	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$5,338	ExpensesAndContributionsAmt
Qualifying Distributions	$5,338	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$3,909	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$1,511	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$2,251	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$3,470	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1	$9,030	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$16,262	TotalExcessDistributionCyovAmt
Qualifying Distributions	$5,338	QualifyingDistributionsAmt
Applied To Current Year	$3,909	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,429	RemainingDistriFromCorpusAmt
Total Corpus	$17,691	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$1,511	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$16,180	ExcessDistriCyovToNextYrAmt
Excess From Year4	$2,251	ExcessFromYear4Amt
Excess From Year3	$3,470	ExcessFromYear3Amt
Excess From Year1	$9,030	ExcessFromYear1Amt
Excess From Current Year	$1,429	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	SEAN HALEY	ContributingManagerNm
Contributing Manager	RENAE HALEY	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Family Health Partership Clinic
401 Congressway	Crystal Lake	IL	60014	None	NC	Help the poor	$2,000
FISH of McHenry
3515 Richmond Rd	Mchenry	IL	60051	None	NC	Help the poor	$2,000
Northern Illinois Helping Hands Foo
2020 US Rt 12	Spring Grove	IL	60081	None	NC	Help the poor	$504

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$4,504	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$8	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$1,928	RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$4,369	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$3,763	RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	Contributions	Desc
Related Or Exempt Function Incm	$1,540	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$11,608	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$11,608	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
3	Helps to support foundation's charitable purposes.
4	Helps to support foundation's charitable purposes.
7	Helps to support foundation's charitable purposes.
8	Helps to support foundation's charitable purposes.
11a	Helps to support foundation's charitable purposes.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	Accounting Fees	CategoryTxt
Amt	$500	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$500	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Licenses and Fees	$25	$0	$0	$25
Website	$213	$0	$0	$213

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Change in Market Value	Desc
Revenue And Expenses Per Books	$4,369	RevenueAndExpensesPerBooksAmt
Net Investment Income	$4,369	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Federal	CategoryTxt
Amt	$96	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$96	DisbursementsCharitablePrpsAmt

HALEY FAMILY FOUNDATION: Form 990PF, tax year 2025

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments