CANDIS J STERN CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CANDIS J STERN CHARITABLE FOUNDATION (EIN 47-7001289)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202103129349100730
- Schema version
- 2020v4.1
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T09:00:15-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1850 N CENTRAL AVE STE 700 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 477001289 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANDIS J STERN CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STER | BusinessNameControlTxt |
| Phone | 7347477974 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | KEY BANK 4900 TIEDEMAN RD OH-01-49 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK BYP S CHMURA | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7347477974 | PhoneNum |
| Signature | 2021-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E KUHLIN | PreparerPersonNm |
| PTIN | P00353001 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2021-11-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,773,988 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $499,810 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $106,194 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,991 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $127,458 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $374,320 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $127,458 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,907 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $738,369 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $233,449 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,337 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,503 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,834 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,125 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $35,462 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,628 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,834 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $316,121 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $316,121 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $351,583 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,628 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $325,955 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $386,786 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $207,821 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $332,991 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $332,991 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $2,580,654 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,302,707 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $734,417 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $847,238 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,810,205 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,348,625 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,291,052 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,810,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,996,687 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,773,988 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,810,205 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,996,687 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,810,205 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,996,687 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,810,205 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,996,687 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,810,205 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $386,786 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,196,991 | SubtotalAmt |
| Other Decreases | $200,304 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,996,687 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 10. ALPHABET INC | 2008-10-31 | 2020-12-17 | $17,572 | $1,785 | $15,787 | $15,787 | |
| 5. AMAZON COM INC | 2016-11-28 | 2020-12-17 | $16,225 | $3,845 | $12,380 | $12,380 | |
| 250. APPLE INC | 2009-03-05 | 2020-12-17 | $32,243 | $796 | $31,447 | $31,447 | |
| 100. COLGATE PALMOLIVE | 2005-05-11 | 2020-12-17 | $8,554 | $2,446 | $6,108 | $6,108 | |
| 1000. ISHARES EDGE MSCI USA MOMENTUM FACT ETF$ | 2017-07-07 | 2020-12-17 | $161,035 | $91,543 | $69,492 | $69,492 | |
| 100000. JPMORGAN CHASE FINANCIAL CO LLC ISHARES MSCI INDEX LINKED DUE | 2018-03-23 | 2020-03-26 | $81,601 | $100,000 | -$18,399 | -$18,399 | |
| .5 OTIS WORLDWIDE CORP | 2018-10-22 | 2020-04-03 | $23 | $32 | -$9 | -$9 | |
| 850. PARSLEY ENERGY INC | 2018-07-24 | 2020-03-27 | $4,616 | $26,869 | -$22,253 | -$22,253 | |
| .22 RAYTHEON TECHNOLOGIES CORP | 2018-10-22 | 2020-04-03 | $14 | $16 | -$2 | -$2 | |
| 300. SQUARE INC | 2018-04-09 | 2020-03-27 | $15,515 | $13,941 | $1,574 | $1,574 | |
| 25. THERMO FISHER SCIENTIFIC INC | 2018-10-22 | 2020-12-17 | $11,519 | $5,587 | $5,932 | $5,932 | |
| .1183 VIATRIS INC | 2018-10-22 | 2020-11-17 | $2 | $2 | |||
| CAPITAL GAIN DIVIDENDS | $25,401 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,401 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,401 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,401 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,401 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,401 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,401 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,401 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,401 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,401 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,401 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,401 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $127,458 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,889 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,889 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,889 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,020 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $869 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,889 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | KEYBANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168134556 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH-01-49-0150 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | 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 |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KEYBANK N A | ||||||
| 100 S MAIN ST PO BOX 8612 | ANN ARBOR | MI | 48104 | TRUSTEE | 1 | $31,337 |
| MAUREEN GRADY | ||||||
| 100 S MAIN ST PO BOX 8612 | ANN ARBOR | MI | 48104 | ADVISOR | 1 | $0 |
| JEAN ROACH | ||||||
| 100 S MAIN ST PO BOX 8612 | ANN ARBOR | MI | 48104 | ADVISOR | 1 | $0 |
| CANDIS J STERN | ||||||
| 100 S MAIN ST PO BOX 8612 | ANN ARBOR | MI | 48104 | ADVISOR | 1 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $6,866,160 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,866,160 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,866,160 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,763,168 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $338,158 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $338,158 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,889 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,889 | TotalTaxAmt |
| Distributable Before Adj | $335,269 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $335,269 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $335,269 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $325,955 | 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 | $325,955 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $325,955 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $335,269 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,911 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,233 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,144 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $325,955 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $325,955 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,314 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,314 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,830 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $12,597 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,233 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,233 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Humane Society of Huron Valley | |||||||
| 3100 CHERRY HILL RD | Ann Arbor | MI | 48105 | NONE | PC | FUNDING FOR ORGANIZATION'S | $10,000 |
| Spay and Neuter Action Program | |||||||
| 2405 W PICACHO AVE STE 103 | Las Cruces | NM | 88007 | NONE | PC | FUNDING FOR ORGANIZATION'S | $10,000 |
| SAFE HAVEN ANIMAL SANCTUARY | |||||||
| 840-D EL PASEO | LAS CRUCES | NM | 88001 | NONE | PC | CARE AND PLACEMENT OF | $10,000 |
| Animal Legal Defense Fund | |||||||
| 525 EAST COTATI AVE | Cotati | CA | 94931 | NONE | PC | FUNDING FOR ORGANIZATION'S | $15,000 |
| AMERICAN WILD HORSE PRESERVATION | |||||||
| PO BOX 1048 | HILLSBOROUGH | NC | 27278 | NONE | PC | PRESERVE AMERICAN HORSE IN | $10,000 |
| Action Program for Animals | |||||||
| 800 PICACHO AVE | Las Cruces | NM | 88004 | NONE | PC | ANIMAL WELFARE PROGRAMS | $20,000 |
| Animal Protection of New Mexico | |||||||
| POP BOX 11395 | Albuquerque | NM | 87192 | NONE | PC | PREVENTION OF CRUELTY TO | $10,000 |
| FARM SANCTUARY | |||||||
| PO BOX 150 | WATKINS GLEN | NY | 14891 | NONE | PC | RESCUE SHELTER ADOPTION OF | $10,000 |
| PANTHERA | |||||||
| 8 W 40TH ST 18TH FL | NEW YORK | NY | 10018 | NONE | PC | FUNDING FOR THE TIGER | $16,121 |
| Best Friends Animal Society | |||||||
| 5001 ANGEL CANYON RD | Kanab | UT | 847415000 | NONE | PC | ANIMAL WELFARE | $10,000 |
| WINGS OF RESCUE | |||||||
| 5959 TOPANGA CANYON BLVD | WOODLAND HILLS | CA | 91367 | NONE | PC | LIFESAVING FLIGHTS FOR | $15,000 |
| Amara Conservation | |||||||
| 401 E STADIUM | Ann Arbor | MI | 48104 | NONE | PC | FUNDING FOR ORGANIZATION'S | $7,500 |
| The Cat's Meow | |||||||
| PO BOX 3166 | Las Cruces | NM | 88003 | NONE | PC | FUNDING FOR ORGANIZATION'S | $7,500 |
| THE FIX IS IN | |||||||
| P O BOX 32 | LAKE TOMAHAWK | WI | 54539 | NONE | PC | FUNDING FOR ORGANIZATION'S | $7,500 |
| Center for Biological Diversity | |||||||
| PO BOX 710 | Tuczon | AZ | 857020710 | NONE | PC | FUNDING FOR ORGANIZATION'S | $20,000 |
| SWAN VALLEY CONNECTIONS | |||||||
| 6887 MT-83 | CONDON | MT | 59826 | NONE | PC | GENERAL | $7,500 |
| LIVING WITH WILDLIFE FDN | |||||||
| P O BOX 1152 | CONDON | MT | 59826 | NONE | PC | GENERAL | $7,500 |
| ALL MUTTS MATTER FDN | |||||||
| P O BOX 281 | WESTON | WV | 26452 | NONE | PC | GENERAL | $10,000 |
| MUTTVILLE SENIOR DOG RESCUE | |||||||
| 255 ALABAMA ST | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL | $7,500 |
| HIS HANDS EXTENDED SANCTUARY | |||||||
| 1560 DIALTON RD | ST PARIS | OH | 43072 | NONE | PC | GENERAL | $7,500 |
| PROJECT COYOTE | |||||||
| P O BOX 5007 | LARKSPUR | CA | 94977 | NONE | PC | GENERAL | $7,500 |
| HUMANE SOCIETY INTERNATIONAL | |||||||
| 1255 23RD STREET NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL | $20,000 |
| WAUSHARA COUNTY ANIMAL SHELTER | |||||||
| P O BOX 68 | WAUTOMA | WI | 54982 | NONE | PC | GENERAL | $15,000 |
| NATIONAL MILL DOG RESCUE | |||||||
| 5335 J D JOHNSON RD | PEYTON | CO | 80831 | NONE | PC | GENERAL | $15,000 |
| SHELDRICK WILDLIFE TRUST USA | |||||||
| 25283 CABOT ROAD | LAGUNA HILLS | CA | 92653 | NONE | PC | GENERAL | $20,000 |
| FRANKIE'S FRIENDS | |||||||
| 12651 N DALE MABRY HWY | TAMPA | FL | 33618 | NONE | PC | GENERAL | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $316,121 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,194 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $127,458 | 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 | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $4,907 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $238,559 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $238,559 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CANDIS STERN | |||||||
| 1 | 1208 REGENCY CT | LAS CRUCES | NM | 880078975 | $496,582 | Yes (X) | Yes (X) |
| CANDIS STERN | |||||||
| 2 | 1208 REGENCY CT | LAS CRUCES | NM | 880078975 | $3,228 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 475 SHARES OF ISHARES S&P SMALLCAP 600 INDEX CLOSED-END FUND 1,300 SHARES OF ISHARES MSCI USA MOMENT | NoncashPropertyDesc |
| Fair Market Value | $496,582 | FairMarketValueAmt |
| Received | 2020-01-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $2,000 | Amt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 258620103 DOUBLELINE TOTAL RET | $203,330 | $203,300 |
| 40168W525 GUGGENHEIM TOTAL RET | $139,274 | $152,774 |
| 592905509 METROPOLITAN WEST T/ | $243,464 | $252,767 |
| 74256W584 PRINCIPAL MIDCAP FUN | $148,349 | $238,397 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 084670108 BERKSHIRE HATHAWAY I | $86,150 | $347,815 |
| 378690820 GLENMEDE SMALL CAP E | $99,542 | $116,425 |
| 40056FWS0 GS FINANCE CORP GLOB | $250,000 | $296,780 |
| 64110L106 NETFLIX.COM INC COM | $26,804 | $40,555 |
| 87165B103 SYNCHRONY FINANCIAL | $22,322 | $26,033 |
| 72369L107 PIONEER ILS INTERVAL | $24,940 | $24,621 |
| 002824100 ABBOTT LABS COM | $29,385 | $54,745 |
| 00770G847 JOHCM INTERNATIONAL | $258,456 | $347,747 |
| 02079K305 ALPHABET INC COM CL | $17,853 | $175,264 |
| 037833100 APPLE INC COM | $8,116 | $338,360 |
| 09260B747 BLACKROCK FLOATING R | $49,181 | $47,429 |
| 13321L108 CAMECO CORP COM | $35,650 | $46,900 |
| 14448C104 CARRIER GLOBAL CORP | $5,805 | $10,373 |
| 191216100 COCA COLA CO COM | $13,416 | $16,452 |
| 194162103 COLGATE PALMOLIVE CO | $22,014 | $76,959 |
| 200340107 COMERICA INC COM | $26,184 | $19,551 |
| 230001406 CULLEN HIGH DIVIDEND | $155,386 | $136,869 |
| 25278X109 DIAMONDBACK ENERGY I | $20,356 | $9,680 |
| 260557103 DOW INC COM | $5,400 | $4,607 |
| 26614N102 DUPONT DE NEMOURS IN | $7,782 | $5,902 |
| 27826A144 PARAMETRIC VOL RSK P | $182,610 | $210,970 |
| 30231G102 EXXON MOBIL CORP COM | $3,033 | $5,153 |
| 34959J108 FORTIVE CORP COM | $26,232 | $31,869 |
| 35671D857 FREEPORT-MCMORAN COP | $13,193 | $19,515 |
| 375558103 GILEAD SCIENCES INC | $19,577 | $16,022 |
| 38142V845 GOLDMAN SACHS INTL E | $404,561 | $435,188 |
| 464287606 ISHARES S&P MIDCAP 4 | $76,610 | $252,770 |
| 46625H100 JP MORGAN CHASE & CO | $38,605 | $50,828 |
| 57636Q104 MASTERCARD INC COM C | $25,321 | $71,388 |
| 594918104 MICROSOFT CORP COM | $70,892 | $205,739 |
| 641224415 NEUBERGER BERMAN EME | $172,314 | $229,779 |
| 65339F101 NEXTERA ENERGY INC C | $21,050 | $38,575 |
| 68902V107 OTIS WORLDWIDE CORP | $8,671 | $9,254 |
| 718172109 PHILIP MORRIS INTERN | $29,265 | $20,698 |
| 723787107 PIONEER NATURAL RESO | $37,235 | $25,625 |
| 75513E101 RAYTHEON TECHNOLOGIE | $27,283 | $44,694 |
| 776696106 ROPER TECHNOLOGIES I | $36,601 | $64,664 |
| 77956H864 T ROWE PRICE EMERGIN | $80,273 | $143,181 |
| 824348106 SHERWIN WILLIAMS CO | $16,809 | $36,746 |
| 883556102 THERMO FISHER SCIENT | $37,992 | $93,156 |
| 92343V104 VERIZON COMMUNICATIO | $23,464 | $29,375 |
| 92556V106 VIATRIS INC COM | $3,281 | $3,486 |
| 928881101 VONTIER CORP COM | $4,543 | $6,012 |
| 98978V103 ZOETIS INC COM CL A | $24,776 | $49,650 |
| G1151C101 ACCENTURE PLC FGN CO | $31,721 | $65,303 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEE ATTACHED | |||
| 023135106 AMAZON COM INC COM | AT COST | $34,198 | $146,562 |
| 03027X100 AMERICAN TOWER CORP | AT COST | $33,836 | $56,115 |
| 03076C106 AMERIPRISE FINANCIAL | AT COST | $17,302 | $24,291 |
| 060505104 BANK OF AMERICA CORP | AT COST | $44,810 | $53,043 |
| 09857L108 BOOKING HOLDINGS INC | AT COST | $29,575 | $33,409 |
| 125896100 CMS ENERGY CORP COM | AT COST | $20,886 | $27,455 |
| 20030N101 COMCAST CORP COM CL | AT COST | $29,481 | $39,300 |
| 22052L104 CORTEVA INC COM | AT COST | $2,845 | $3,214 |
| 22160K105 COSTCO WHOLESALE COR | AT COST | $23,026 | $56,517 |
| 235851102 DANAHER CORP DEL COM | AT COST | $28,515 | $66,642 |
| 254687106 WALT DISNEY CO COM | AT COST | $11,699 | $72,472 |
| 437076102 HOME DEPOT INC COM | AT COST | $22,969 | $39,843 |
| 458140100 INTEL CORP COM | AT COST | $19,152 | $27,401 |
| 461202103 INTUIT COM | AT COST | $24,308 | $56,978 |
| 46120E602 INTUITIVE SURGICAL I | AT COST | $30,667 | $61,358 |
| 464287804 ISHARES CORE S&P SMA | AT COST | $102,597 | $163,123 |
| 46432F339 ISHARES MSCI USA QUA | AT COST | $99,331 | $136,547 |
| 46432F396 ISHARES MSCI USA MOM | AT COST | $107,769 | $193,548 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $231,028 | $278,087 |
| 57060D108 MARKETAXESS HOLDINGS | AT COST | $14,802 | $42,792 |
| 580135101 MCDONALDS CORP COM | AT COST | $23,316 | $32,187 |
| 609207105 MONDELEZ INTERNATION | AT COST | $9,507 | $29,235 |
| 693475105 PNC FINANCIAL SERVIC | AT COST | $25,663 | $29,800 |
| 713448108 PEPSICO INC COM | AT COST | $11,001 | $37,075 |
| 717081103 PFIZER INC COM | AT COST | $57,586 | $55,215 |
| 718546104 PHILLIPS 66 COM | AT COST | $9,375 | $27,976 |
| 742718109 PROCTER & GAMBLE CO | AT COST | $8,724 | $13,914 |
| 74340W103 PROLOGIS INC REIT | AT COST | $18,546 | $29,898 |
| 760759100 REPUBLIC SERVICES IN | AT COST | $29,840 | $43,335 |
| 78462F103 SPDR S&P 500 ETF TRU | AT COST | $104,823 | $252,743 |
| 816851109 SEMPRA ENERGY COM | AT COST | $11,326 | $12,741 |
| 855244109 STARBUCKS CORP COM | AT COST | $12,465 | $53,490 |
| 904504842 UNDISCOVERED MGRS BE | AT COST | $97,657 | $94,746 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS FMV OVER COST BASIS OF ASSETS REC | Desc |
| Amt | $200,304 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $4,907 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CANDIS STERN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1208 REGENCY CT | AddressLine1Txt |
| City | LAS CRUCES | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 880078975 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $33 | $33 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2,017 | $2,017 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $75 | $75 | $0 |
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