JIN AND XIAQING WU FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: JIN AND XIAQING WU FAMILY FOUNDATION (EIN 46-1542945)
Tax period: 2023-12-01 to 2024-11-30
Filed: 2025-03-17
IRS object ID: 202510769349101201
Schema version: 2023v6.0
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
Other Expenses Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-03-17T12:02:04-07:00	ReturnTs
Tax Period End	2024-11-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	273731178	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WEBER & COMPANY INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2021 THE ALAMEDA STE 380	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95126	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-12-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	461542945	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Jin and Xiaqing Wu Family Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JINA	BusinessNameControlTxt
Phone	6506784730	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	20 Tea Tree Ct	AddressLine1Txt
City	Hillsborough	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94010	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	XIAQING WU	PersonNm
Person Title	President	PersonTitleTxt
Signature	2025-02-26	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Qin Guo	PreparerPersonNm
PTIN	P01543026	PTIN
Phone	4089316201	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,583,648	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	$541,325	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$209	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$209	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$209	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$5,320	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$5,320	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$5,320	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$366,423	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$526,552	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$366,423	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$913,277	TotalRevAndExpnssAmt
Total Net Invst Incm	$371,952	TotalNetInvstIncmAmt
Total Adj Net Incm	$5,529	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$2,458	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$737	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,721	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$464	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$464	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$78	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$3	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$75	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$3,000	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$740	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,260	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$66,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$66,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$69,000	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$740	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$68,260	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$844,277	ExcessRevenueOverExpensesAmt
Net Investment Income	$371,212	NetInvestmentIncomeAmt
Adjusted Net Income	$5,529	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$5,507	CashBOYAmt
Cash EOY	$466,679	CashEOYAmt
Cash EOYFMV	$466,679	CashEOYFMVAmt
Corporate Stock BOY	$257,398	CorporateStockBOYAmt
Corporate Stock EOY	$639,002	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,116,969	CorporateStockEOYFMVAmt
Total Assets BOY	$262,905	TotalAssetsBOYAmt
Total Assets EOY	$1,105,681	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,583,648	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$1,502	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$1	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$1,502	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$140,831	CapitalStockBOYAmt
Capital Stock EOY	$140,831	CapitalStockEOYAmt
Retained Earning BOY	$120,572	RetainedEarningBOYAmt
Retained Earning EOY	$964,849	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$261,403	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,105,680	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$262,905	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,105,681	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$261,403	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$844,277	ExcessRevenueOverExpensesAmt
Subtotal	$1,105,680	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,105,680	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CS #2177 LT CV	P	2023-11-01	2024-11-30	$104,342	$5,621	$98,721	$98,721
NVIDA	D	2023-01-11	2024-11-30	$422,210	$154,508	$267,702	$267,702

Field	Value	IRS element (for citing)
Capital Gain Net Income	$366,423	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,160	InvestmentIncomeExciseTaxAmt
Subtotal	$5,160	SubtotalAmt
Tax Based On Investment Income	$5,160	TaxBasedOnInvestmentIncomeAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$294	EsPenaltyAmt
Tax Due	$5,454	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

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	CA	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
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	JIN ZUO	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6506784730	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1065 JAMAICA STREET	AddressLine1Txt
City	FOSTER CITY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94404	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
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
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 (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
XIAQING WU
1065 JAMAICA STREET	FOSTER CITY	CA	94404	President	2.00	$0
JIN ZUO
1065 JAMAICA STREET	FOSTER CITY	CA	94404	CFO	2.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,144,307	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$94,003	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,238,310	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$1,238,310	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$18,575	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,219,735	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$60,987	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$60,987	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,160	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,160	TotalTaxAmt
Distributable Before Adj	$55,827	DistributableBeforeAdjAmt
Distributable Before Ded	$55,827	DistributableBeforeDedAmt
Distributable As Adjusted	$55,827	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$68,260	ExpensesAndContributionsAmt
Qualifying Distributions	$68,260	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$55,827	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$16,033	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2	$12,783	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$28,816	TotalExcessDistributionCyovAmt
Qualifying Distributions	$68,260	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$55,827	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$12,433	RemainingDistriFromCorpusAmt
Total Corpus	$41,249	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$16,033	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$25,216	ExcessDistriCyovToNextYrAmt
Excess From Year2	$12,783	ExcessFromYear2Amt
Excess From Current Year	$12,433	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	XIAQING WU	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1065 Jamaica Street	AddressLine1Txt
City	Foster City	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94404	ZIPCd

Field	Value	IRS element (for citing)
Form And Info And Materials	REQUEST SHOULD BE SUBMITTED IN LETTER FORM DETAILING THE TYPE OF ORGANIZATION MAKING SUCH REQUEST, THE PURPOSE OF THE ORGANIZATION, AND WHOM TO CONTACT.	FormAndInfoAndMaterialsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Living Water Chinese Christian Chur
1501 S El Camino Real	San Mateo	CA	94402	NONE	501C3	religion	$46,500
Asia Christian Training Service
6931 Azalea Dr	San Jose	CA	95120	NONE	501C3	religion	$11,000
Showers of Blessing Evangelistic Mi
41817 Albrae Steet	Freemont	CA	94538	NONE	501C3	Religion	$500
Burlingame High School
1 Mangini Way	Burlingame	CA	94010	NONE	501C3	Education	$500
Hillsborough Beautification Foundat
1600 Floribunda Ave	Hillsborough	CA	94010	NONE	501c3	Education	$1,000
The Home of Christ Church
10340 Bubb Rd	Cupertino	CA	95014	NONE	501C3	Religion	$6,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$66,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$209	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$5,320	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$366,423	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$371,952	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$371,952	TotalIncomeProducingActyAmt

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)
Amt	$2,458	Amt
Net Investment Income	$737	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$1,721	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment expenses	$3	$3
Registration	$75		$75

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
Unsettled contribution	$1,500	$1
ROUNDING	$2

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Tax IRS	CategoryTxt
Amt	$464	Amt
Disbursements Charitable Prps	$464	DisbursementsCharitablePrpsAmt

JIN AND XIAQING WU FAMILY FOUNDATION: Form 990PF, tax year 2023

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 (2 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

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 Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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