STEWART FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STEWART FOUNDATION (EIN 95-4646884)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-12-21
- IRS object ID
- 202333559349100503
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-21T10:38:07-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARD R NYHUS JR & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11661 SAN VICENTE BLVD 310 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954646884 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWART FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WARD R NYHUS JR & CO | InCareOfNm |
| Business Name Control | STEW | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3260 Hutton Drive | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY PAUL | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 3102852326 | PhoneNum |
| Signature | 2023-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GREGORY | PersonFirstNm |
| Person Last | PAUL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WARD R NYHUS JR | PreparerPersonNm |
| PTIN | P01325619 | PTIN |
| Phone | 3102071186 | PhoneNum |
| Preparation | 2023-12-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $6,339,231 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73,671 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,671 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142,380 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,242,390 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,380 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $45,918 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $45,918 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $261,979 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $261,979 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $55,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $41,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,148 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,148 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,964 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,482 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,482 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $65,449 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,449 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,710 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,710 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $140,371 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $89,391 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,980 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $307,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $307,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $447,871 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $89,391 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $358,480 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$185,892 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $172,588 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $84,995 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,334 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,334 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,266,457 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,095,226 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,268,897 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,351,452 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,165,560 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,339,231 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,351,452 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,165,560 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,351,452 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,165,560 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,351,452 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,165,560 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,351,452 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$185,892 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,165,560 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,165,560 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (126 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 9 ALBEMARLE CORP | P | 2018-09-10 | 2022-11-14 | $2,871 | $879 | $1,992 | $1,992 |
| 39 CBRE GROUP INC CL A | P | 2016-07-19 | 2022-11-03 | $2,725 | $1,080 | $1,645 | $1,645 |
| 303 CONTINENTAL RESOURCES INC | P | 2016-07-19 | 2022-11-23 | $22,507 | $13,865 | $8,642 | $8,642 |
| 90 CSX CORP | P | 2016-07-19 | 2022-11-14 | $2,908 | $846 | $2,062 | $2,062 |
| 18 CUMMINS INC | P | 2016-07-19 | 2022-11-03 | $4,207 | $2,096 | $2,111 | $2,111 |
| 142 ON SEMICONDUCTOR CORP | P | 2016-07-19 | 2022-11-03 | $8,605 | $1,358 | $7,247 | $7,247 |
| 23 RAYMOND JAMES FINCL | P | 2019-07-19 | 2022-11-03 | $2,729 | $810 | $1,919 | $1,919 |
| 11 REINSURANCE GROUP | P | 2021-03-24 | 2022-11-14 | $1,494 | $1,360 | $134 | $134 |
| 37 SYSCO CORP | P | 2021-06-23 | 2022-11-14 | $3,166 | $2,183 | $983 | $983 |
| 40 TJX COS INC | P | 2016-07-19 | 2022-11-03 | $2,864 | $1,586 | $1,278 | $1,278 |
| 12 ALBEMARLE CORP | P | 2018-09-10 | 2023-01-20 | $2,981 | $1,170 | $1,811 | $1,811 |
| 35 APPLIED MATERIALS | P | 2019-01-14 | 2023-01-20 | $3,788 | $1,197 | $2,591 | $2,591 |
| 66 AVNET INC | P | 2021-04-16 | 2023-01-20 | $2,893 | $2,921 | -$28 | -$28 |
| 18 BROADRIDGE FIN SOLU LLC | P | 2021-11-01 | 2023-01-20 | $2,613 | $3,188 | -$575 | -$575 |
| 37 D R HORTON INC | P | 2016-07-19 | 2023-01-20 | $3,426 | $1,259 | $2,167 | $2,167 |
| 9 FACTSET RESEARCH SYSTEMS | P | 2016-07-19 | 2023-01-20 | $3,779 | $1,500 | $2,279 | $2,279 |
| 160 FLEXTRONICS INTL | P | 2016-07-19 | 2023-01-20 | $3,863 | $2,073 | $1,790 | $1,790 |
| 24 GATX CORP | P | 2021-07-19 | 2023-01-20 | $2,579 | $2,065 | $514 | $514 |
| 24 HESS CORPORATION | P | 2016-07-19 | 2023-01-20 | $3,697 | $1,343 | $2,354 | $2,354 |
| 6 HUMANA INC | P | 2016-07-19 | 2023-01-20 | $2,967 | $907 | $2,060 | $2,060 |
| 162 KEYCORP NEW | P | 2016-07-19 | 2023-01-20 | $2,812 | $1,895 | $917 | $917 |
| 14 LABORATORY CP AMER HLDGS | P | 2019-03-25 | 2023-01-20 | $3,546 | $2,149 | $1,397 | $1,397 |
| 45 ON SEMICONDUCTOR CORP | P | 2016-07-19 | 2023-01-20 | $2,924 | $430 | $2,494 | $2,494 |
| 35 PINNACLE FINCL PARTNERS | P | 2021-12-31 | 2023-01-20 | $2,524 | $3,357 | -$833 | -$833 |
| 26 REINSURANCE GROUP OF AMERIC | P | 2021-03-24 | 2023-01-20 | $3,686 | $3,215 | $471 | $471 |
| 19 RENAISSANCE RE HOLDINGS L | P | 2021-10-01 | 2023-01-20 | $3,641 | $2,670 | $971 | $971 |
| 72 SEALED AIR CP NEW | P | 2016-07-19 | 2023-01-20 | $3,877 | $3,505 | $372 | $372 |
| 10 SNAP-ON INC | P | 2016-07-19 | 2023-01-20 | $2,372 | $1,594 | $778 | $778 |
| 7 SONOCO PRODUCTS CO | P | 2021-03-24 | 2023-01-20 | $413 | $440 | -$27 | -$27 |
| 8 SYNOPSYS INC | P | 2016-07-19 | 2023-01-20 | $2,716 | $438 | $2,278 | $2,278 |
| 37 TJX COS INC | P | 2016-07-19 | 2023-01-20 | $2,932 | $1,467 | $1,465 | $1,465 |
| 121 SCHNEIDER NATIONAL INC CL | P | 2022-03-22 | 2023-01-20 | $3,023 | $3,216 | -$193 | -$193 |
| 13 CHARLES RIVER LABS INTL INC | P | 2017-03-29 | 2023-02-13 | $3,282 | $1,163 | $2,119 | $2,119 |
| 24 INTERCONTINENTAL EXCHANGE | P | 2016-07-19 | 2023-02-13 | $2,611 | $1,266 | $1,345 | $1,345 |
| 21 PROGRESSIVE CORP | P | 2016-07-19 | 2023-02-13 | $2,940 | $688 | $2,252 | $2,252 |
| 38 ROYAL CARIBBEAN GROUP | P | 2021-10-20 | 2023-02-13 | $2,787 | $3,213 | -$426 | -$426 |
| 33 SONOCO PRODUCTS CO | P | 2021-03-24 | 2023-02-13 | $2,000 | $2,075 | -$75 | -$75 |
| 55 STIFEL FINANCIAL CORP | P | 2019-03-25 | 2023-02-13 | $3,676 | $1,868 | $1,808 | $1,808 |
| 48 WEBSTER FINCL CORP | P | 2019-03-25 | 2023-02-13 | $2,632 | $1,835 | $797 | $797 |
| 39 POPULAR INC | P | 2022-04-25 | 2023-02-13 | $2,740 | $3,112 | -$372 | -$372 |
| 25 ATMOS ENERGY CP | P | 2019-05-03 | 2023-04-03 | $2,793 | $2,573 | $220 | $220 |
| 49 BLACK KNIGHT INC | P | 2016-07-19 | 2023-04-03 | $2,810 | $1,876 | $934 | $934 |
| 63 BORG WARNER INC | P | 2021-03-24 | 2023-04-03 | $3,061 | $2,753 | $308 | $308 |
| 34 CBRE GROUP INC | P | 2016-07-19 | 2023-04-03 | $2,455 | $941 | $1,514 | $1,514 |
| 33 CF INDUSTRIES HOLDING | P | 2016-07-19 | 2023-04-03 | $2,415 | $872 | $1,543 | $1,543 |
| 96 CSX CORP | P | 2016-07-19 | 2023-04-03 | $2,861 | $901 | $1,960 | $1,960 |
| 12 CUMMINS INC | P | 2016-07-19 | 2023-04-03 | $2,855 | $1,397 | $1,458 | $1,458 |
| 21 GLOBAL PAYMENT INC | P | 2016-07-19 | 2023-04-03 | $2,211 | $1,612 | $599 | $599 |
| 11 HUNTINGTON INGALLS INDUSTRI | P | 2016-07-19 | 2023-04-03 | $2,310 | $2,129 | $181 | $181 |
| 32 ON SEMICONDUCTOR CORP | P | 2016-07-19 | 2023-04-03 | $2,574 | $306 | $2,268 | $2,268 |
| 17 PROGRESSIVE CORP OHIO | P | 2016-07-19 | 2023-04-03 | $2,465 | $557 | $1,908 | $1,908 |
| 28 RAYMOND JAMES FINCL | P | 2016-07-19 | 2023-04-03 | $2,581 | $986 | $1,595 | $1,595 |
| 6 SYNOPSYS INC | P | 2016-07-19 | 2023-04-03 | $2,320 | $329 | $1,991 | $1,991 |
| 18 SYSCO CORP | P | 2020-06-23 | 2023-04-03 | $1,405 | $1,062 | $343 | $343 |
| 38 LKQ CORPORATION | P | 2022-08-24 | 2023-04-03 | $2,151 | $2,069 | $82 | $82 |
| 46 ONEOKE INC | P | 2022-06-17 | 2023-04-03 | $2,989 | $2,411 | $578 | $578 |
| 12 ABBVIE INC | P | 2019-09-16 | 2022-10-18 | $1,735 | $850 | $885 | $885 |
| 11 AFLAC INC | P | 2021-02-22 | 2022-10-18 | $662 | $542 | $120 | $120 |
| 5 AIR PRODUCT & CHEM | P | 2021-02-22 | 2022-10-18 | $1,214 | $1,328 | -$114 | -$114 |
| 17 ALPHABET INC CL C | P | 2009-11-24 | 2022-10-18 | $1,730 | $247 | $1,483 | $1,483 |
| 9 AMAZON COM INC | P | 2021-08-19 | 2022-10-18 | $1,051 | $1,436 | -$385 | -$385 |
| 8 AMERICAN EXPRESS CO | P | 2021-08-19 | 2022-10-18 | $1,169 | $1,269 | -$100 | -$100 |
| 18 APPLE INC | P | 2013-01-15 | 2022-10-18 | $2,618 | $316 | $2,302 | $2,302 |
| 17 BLACKSTONE INC | P | 2021-02-22 | 2022-10-18 | $1,532 | $1,147 | $385 | $385 |
| 11 CELANESE CORP A | P | 2021-09-24 | 2022-10-18 | $1,052 | $1,673 | -$621 | -$621 |
| 16 CHARLES SCHWAB | P | 2015-03-06 | 2022-10-18 | $1,108 | $506 | $602 | $602 |
| 14 DOCUSIGN INC | P | 2020-12-01 | 2022-10-18 | $673 | $2,988 | -$2,315 | -$2,315 |
| 10 EATON CORP | P | 2015-07-16 | 2022-10-18 | $1,413 | $560 | $853 | $853 |
| 16 GENERAL ELECTRIC | P | 1998-08-05 | 2022-10-18 | $1,129 | $3,391 | -$2,262 | -$2,262 |
| 26 INVESCO DYNAMIC BITECHNOLOG | P | 2021-02-22 | 2022-10-18 | $1,619 | $1,997 | -$378 | -$378 |
| 5 JOHNSON & JOHNSON | P | 2021-02-22 | 2022-10-18 | $831 | $812 | $19 | $19 |
| 1 KIMBERLY CLARK CO | P | 2021-02-22 | 2022-10-18 | $115 | $131 | -$16 | -$16 |
| 18 LAMAR ADVERTISING | P | 2021-02-22 | 2022-10-18 | $1,607 | $1,578 | $29 | $29 |
| 18 LYONDELLBASELL NV A | P | 2017-12-06 | 2022-10-18 | $1,450 | $1,910 | -$460 | -$460 |
| 27 METLIFE INC | P | 2021-02-22 | 2022-10-18 | $1,822 | $1,551 | $271 | $271 |
| 9 MICROSOFT CORP | P | 2021-02-22 | 2022-10-18 | $2,152 | $2,115 | $37 | $37 |
| 13 NVDIA CORP | P | 2021-02-23 | 2022-10-18 | $1,561 | $1,767 | -$206 | -$206 |
| 19 ORACLE CORP | P | 2021-02-22 | 2022-10-18 | $1,271 | $1,230 | $41 | $41 |
| 13 PALO ALTO NETWORKS | P | 2021-02-22 | 2022-10-18 | $2,127 | $1,664 | $463 | $463 |
| 40 PFIZER INC | P | 2021-04-13 | 2022-10-18 | $1,767 | $1,483 | $284 | $284 |
| 9 PROCTOR & GAMBLE | P | 2021-02-22 | 2022-10-18 | $1,159 | $1,141 | $18 | $18 |
| 10 QUALCOMM INC | P | 2021-02-22 | 2022-10-18 | $1,123 | $1,395 | -$272 | -$272 |
| 9 VANECK BIOTECH ETF | P | 2021-02-22 | 2022-10-18 | $1,343 | $1,665 | -$322 | -$322 |
| 9 WALT DISNEY CO | P | 2021-09-22 | 2022-10-18 | $890 | $1,570 | -$680 | -$680 |
| 4 BERSHIRE HATHAWAY CL B | P | 2022-02-24 | 2022-10-18 | $1,132 | $1,209 | -$77 | -$77 |
| 9 PAYPAL HLDGS | P | 2021-11-11 | 2022-10-18 | $774 | $1,828 | -$1,054 | -$1,054 |
| 7 SNOWFLAKE INC CL A | P | 2022-01-05 | 2022-10-18 | $1,218 | $2,088 | -$870 | -$870 |
| 48 UBER TECHNOLOGIES | P | 2022-02-11 | 2022-10-18 | $1,322 | $1,815 | -$493 | -$493 |
| 62 ABBVIE INC | P | 2019-09-16 | 2022-11-14 | $9,622 | $4,086 | $5,536 | $5,536 |
| 61 APPLE INC | P | 2013-01-15 | 2022-11-16 | $9,088 | $1,072 | $8,016 | $8,016 |
| 8 EATON CORP | P | 2015-07-16 | 2022-11-22 | $1,324 | $448 | $876 | $876 |
| 84 METLIFE INC | P | 2016-09-01 | 2022-11-16 | $6,322 | $3,862 | $2,460 | $2,460 |
| 58 PFIZER INC | P | 2021-04-13 | 2022-11-14 | $2,862 | $2,150 | $712 | $712 |
| 176 AFLAC INC | P | 2020-05-14 | 2022-12-22 | $12,382 | $6,446 | $5,936 | $5,936 |
| 26 AIR PROD & CHEM | P | 2021-02-22 | 2022-12-22 | $8,001 | $6,903 | $1,098 | $1,098 |
| 169 METLIFE INC | P | 2016-09-01 | 2022-12-22 | $11,979 | $7,967 | $4,012 | $4,012 |
| 0.667 GE HEALTHCARE TECH | P | 1998-09-11 | 2023-01-04 | $39 | $87 | -$48 | -$48 |
| 242 GE HEALTHCARE TECHNOLOGIES | P | 2003-01-15 | 2023-02-17 | $17,577 | $16,574 | $1,003 | $1,003 |
| 40 NVIDIA CORP | P | 2021-02-23 | 2023-03-21 | $10,355 | $5,438 | $4,917 | $4,917 |
| 18 APPLE INC | P | 2013-01-15 | 2023-05-04 | $2,992 | $316 | $2,676 | $2,676 |
| 625 DOCUSIGN | P | 2020-03-18 | 2023-05-04 | $29,594 | $75,481 | -$45,887 | -$45,887 |
| 18 MICROSOFT CORP | P | 2021-02-22 | 2023-05-04 | $5,516 | $4,229 | $1,287 | $1,287 |
| 81 NVIDIA CORP | P | 2018-10-23 | 2023-05-04 | $22,365 | $5,682 | $16,683 | $16,683 |
| 17 CHEMED CORP | P | 2020-07-01 | 2022-07-14 | $8,404 | $7,768 | $636 | $636 |
| 34 COOPER CO | P | 2020-09-14 | 2022-07-14 | $9,837 | $11,424 | -$1,587 | -$1,587 |
| 21 AIR ISAAC & CO | P | 2019-01-08 | 2022-07-14 | $8,789 | $6,343 | $2,446 | $2,446 |
| 1637 ELANCO ANIMAL HOSPITAL | P | 2018-09-20 | 2022-09-07 | $24,038 | $54,040 | -$30,002 | -$30,002 |
| 42 EQUIFAX INC | P | 2020-09-02 | 2022-11-14 | $8,467 | $7,263 | $1,204 | $1,204 |
| 123 TERADYNE INC | P | 2018-10-30 | 2022-11-14 | $11,789 | $4,108 | $7,681 | $7,681 |
| 374 BERKELEY W R CORP | P | 2016-07-19 | 2023-03-07 | $24,594 | $11,529 | $13,065 | $13,065 |
| 916 COPART INC | P | 2017-06-30 | 2023-03-14 | $63,243 | $14,577 | $48,666 | $48,666 |
| 480 GLOBUS MEDICAL INC A | P | 2022-04-27 | 2023-03-09 | $26,491 | $32,262 | -$5,771 | -$5,771 |
| 28.052 FAIR ISAAC & CO | P | 2019-10-18 | 2023-05-26 | $21,798 | $8,439 | $13,359 | $13,359 |
| 158 SITEONE LANDSCAPE SUPPLY | P | 2018-10-10 | 2023-06-02 | $22,733 | $10,258 | $12,475 | $12,475 |
| 6000 GS CI AUTO NVIDIA | P | 2022-05-13 | 2022-08-08 | $60,000 | $60,000 | ||
| 5000 CI AUTO VIAC | P | 2021-05-28 | 2022-09-15 | $46,290 | $50,000 | -$3,710 | -$3,710 |
| 5000 CI AUTO WYNN | P | 2021-05-28 | 2022-09-15 | $49,478 | $50,000 | -$522 | -$522 |
| 5000 JUMP GE | P | 2020-12-29 | 2022-09-01 | $50,000 | $50,000 | ||
| 5000 BNS CI AUTO GE | P | 2022-09-02 | 2022-12-07 | $50,000 | $50,000 | ||
| 5000 CITI CI AUTO WYNN | P | 2022-09-28 | 2023-01-03 | $50,000 | $50,000 | ||
| 5000 BNS CI AUTO GE | P | 2022-12-21 | 2023-03-24 | $50,000 | $50,000 | ||
| 6000 BNS CI AUTO NVIDIA | P | 2022-08-29 | 2023-03-03 | $60,000 | $60,000 | ||
| 5000 BCS CI AUTO BX | P | 2023-01-18 | 2023-04-21 | $50,000 | $50,000 | ||
| 6000 HSBC CI AUTO UBER | P | 2021-09-10 | 2023-06-15 | $60,000 | $60,000 | ||
| 5000 CITI CI AUTO SCHW | P | 2023-03-23 | 2023-06-28 | $50,000 | $50,000 | ||
| 6000 UBS CI AUTO ADBE | P | 2023-02-28 | 2023-06-02 | $60,000 | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,380 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,399 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,399 | SubtotalAmt |
| Tax Based On Investment Income | $2,399 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,201 | OverpaymentAmt |
| Applied To ES Tax | $2,400 | AppliedToESTaxAmt |
| Refund | $1,801 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARD R NYHUS JR & CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102071186 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11661 SAN VICENTE BLVD 310 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | 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 | Yes (true) | 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 |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL H MCLEAN | ||||||||
| 3260 Hutton Drive | Beverly Hills | CA | 90210 | TRUSTEE | 0 | $0 | $0 | $0 |
| KELLY STEWART HARCOURT | ||||||||
| 3260 Hutton Drive | Beverly Hills | CA | 90210 | TRUSTEE | 0 | $0 | $0 | $0 |
| JUDY STEWART MERRILL | ||||||||
| 3260 Hutton Drive | Beverly Hills | CA | 90210 | TRUSTEE | 0 | $0 | $0 | $0 |
| GREGORY M PAUL | ||||||||
| 3260 Hutton Drive | Beverly Hills | CA | 90210 | TRUSTEE | 0 | $55,000 | $0 | $0 |
| JAMES MCLEAN | ||||||||
| 3260 Hutton Drive | Beverly Hills | CA | 90210 | TRUSTEE | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,894,463 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,886 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,987,349 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,987,349 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,810 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,897,539 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $294,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $294,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,399 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,399 | TotalTaxAmt |
| Distributable Before Adj | $292,478 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $292,478 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $292,478 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $358,480 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $358,480 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $292,478 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,099 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $358,480 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,099 | AppliedToYear1Amt |
| Applied To Current Year | $292,478 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,903 | RemainingDistriFromCorpusAmt |
| Total Corpus | $50,903 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $50,903 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $50,903 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JAMES M STEWART MUSEUM FOUNDATION | |||||||
| PO BOX 1 | INDIANA | PA | 15701 | NONE | PC | MUSEUM | $25,000 |
| VIP EDUCATION FUND | |||||||
| 1802 E THOMAS ROAD SUITE 15 | PHOENIX | AZ | 85016 | NONE | PC | EDUCATION | $15,000 |
| HEARTLAND FILM FESTIVAL | |||||||
| 200 S MERIDIAN STREET 220 | INDIANAPOLIS | IN | 46225 | NONE | PC | CHARITABLE | $30,000 |
| CA WATER IMPACT | |||||||
| 808 ROMERO CANYON ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | CHARITABLE | $100,000 |
| FACE FORWARD INC | |||||||
| 9735 WILSHIRE BLVD 300 | BEVERLY HILLS | CA | 90212 | NONE | PC | CHARITABLE | $25,000 |
| WILD EARTH ALLIES | |||||||
| 2 WISCONSIN CIRCLE SUITE 900 | CHEVY CHASE | MD | 20815 | NONE | PC | CHARITABLE | $20,000 |
| THE KASIISI PROJECT | |||||||
| 70 GILBERT STREET | WATERTOWN | MA | 02472 | NONE | PC | CHARITABLE | $25,000 |
| WORLD SAVVY | |||||||
| 600 CALIFORNIA STREET 11TH FLOOR | SAN FRANCISCO | CA | 94108 | NONE | PC | CHARITABLE | $10,000 |
| CITY OF HOPE | |||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | CHARITABLE | $50,000 |
| ST JOHN'S HEALTH CENTER | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | PC | CHARITABLE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $307,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,671 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $142,380 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME - MORGAN STANLEY | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $45,918 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $261,979 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $261,979 | 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) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,964 | Amt |
| Net Investment Income | $3,482 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,482 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $4,095,226 | EOYBookValueAmt |
| EOYFMV | $6,268,897 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,148 | LegalFeesAmt |
| Disbursements Charitable Prps | $6,148 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIO PERIOD ADJUSTMENTS | Desc |
| Amt | $0 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CA REGISTRATION FEES | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME - MORGAN STANLEY | Desc |
| Revenue And Expenses Per Books | $45,918 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $45,918 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $65,449 | Amt |
| Net Investment Income | $65,449 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| U.S. TREASURY | $6,606 | $6,606 |
| FOREIGN TAX PAID | $104 | $104 |
Comments