STEWART FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STEWART FAMILY FOUNDATION INC (EIN 59-3531198)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349102420
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T13:40:11-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464148474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD BLUE & CO CPAS AND CONSLTS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 RIVEREDGE PKWY NW STE 310 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303284671 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593531198 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWART FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEW | BusinessNameControlTxt |
| Phone | 4076188600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8572 LANSMERE LN | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32835 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANASTASIA T STEWART | PersonNm |
| Person Title | PRES/SEC/TRE | PersonTitleTxt |
| Phone | 4076188600 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TRACY | PersonFirstNm |
| Person Last | STEWART | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | M ELLEN LUCCIOLA CPA | PreparerPersonNm |
| PTIN | P01420851 | PTIN |
| Phone | 7706440500 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,346,340 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $151,002 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $151,002 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $287 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $251,060 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $151,060 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $61 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $40 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,114 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $586 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,747 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,747 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,839 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,314 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,080 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $708 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $372 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,427 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,923 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $979 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,427 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,923 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,979 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $204,633 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,137 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $318,728 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $442,900 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $442,900 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $3,019 | AcctRcvblBOYAmt |
| Other Investments BOY | $2,923,672 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,003,743 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,903,440 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,245,419 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,446,643 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,346,340 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,245,419 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,446,643 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,245,419 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,446,643 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,245,419 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,446,643 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,245,419 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $204,633 | ExcessRevenueOverExpensesAmt |
| Other Increases | $60 | OtherIncreasesAmt |
| Subtotal | $3,450,112 | SubtotalAmt |
| Other Decreases | $3,469 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,446,643 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLIC SECURITIES TRADED- SHORT TERM | P | $27 | $25 | $2 | $2 |
| PUBLIC SECURITIES TRADED- LONG TERM | P | $260 | $204 | $56 | $56 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,767 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,767 | SubtotalAmt |
| Tax Based On Investment Income | $1,767 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,733 | OverpaymentAmt |
| Applied To ES Tax | $1,733 | 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 | FL | 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 | HTTPS://PAYNESTEWARTFAMILYFOUNDATION.COM/ | WebsiteAddressTxt |
| Individual With Books | BOB BAKER | IndividualWithBooksNm |
| Phone | 4076188600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 SUMMIT TOWER BLVD STE 260 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32810 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ANASTASIA T STEWART | ||||||||
| 1900 SUMMIT TOWER BLVD STE 260 | ORLANDO | FL | 32810 | PRES/SEC/TRE | 000.00 | $0 | $0 | $0 |
| AARON STEWART | ||||||||
| 1900 SUMMIT TOWER BLVD STE 260 | ORLANDO | FL | 32810 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CHELSEA O'BRIEN | ||||||||
| 1900 SUMMIT TOWER BLVD STE 260 | ORLANDO | FL | 32810 | DIRECTOR | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,020,043 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $349,789 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,369,832 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,369,832 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,547 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,319,285 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $165,964 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $165,964 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,767 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,767 | TotalTaxAmt |
| Distributable Before Adj | $164,197 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $164,197 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $164,197 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,979 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $16,979 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $164,197 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $546,528 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $546,528 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,979 | QualifyingDistributionsAmt |
| Applied To Current Year | $16,979 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $147,218 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $147,218 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $399,310 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $399,310 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $399,310 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANASTASIA T STEWART | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN JR GOLF ASSOCIATION | |||||||
| 1980 SPORTS CLUB DR | BRASELTON | GA | 30517 | UNRELATED | 501C 3 | GENERAL SUPPORT | $15,000 |
| MISSION FIRST | |||||||
| PO BOX 250 | JACKSON | MS | 39205 | UNRELATED | 501C3 | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151,002 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $58 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $151,060 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $151,060 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PGA TOUR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PGA TOUR BLVD | AddressLine1Txt |
| City | PONTE VEDRA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,700 | Amt |
| Net Investment Income | $1,114 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $586 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARIOUS STOCK AND MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,003,743 | BookValueAmt |
| EOYFMV | $2,903,440 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FL ANNUAL REPORT FEE | CategoryTxt |
| Legal Fees | $61 | LegalFeesAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $3,469 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ADMINISTRATIVE EXPENSES | $1,080 | $708 | $372 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $60 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $18,747 | Amt |
| Net Investment Income | $18,747 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $3,314 | $3,314 |
| INCOME TAXES | $5,525 |
Comments