STEWART FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STEWART FAMILY FOUNDATION INC (EIN 59-3531198)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-24
- IRS object ID
- 202532979349100908
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-24T11:00:27-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3575 PIEDMONT RD NE STE 1550 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 1900 SUMMIT TOWER BLVD STE 260 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32810 | 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 | 2025-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLEN LUCCIOLA | PreparerPersonNm |
| PTIN | P01420851 | PTIN |
| Phone | 4042623300 | PhoneNum |
| Preparation | 2025-10-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,294,354 | 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 | $104,545 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $126,906 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,906 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,889 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $459,996 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,889 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $282,340 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $177,795 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $62 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $62 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,079 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,180 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $899 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,316 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,316 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,638 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,638 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,391 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,924 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,467 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,486 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,058 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,428 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $80,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,058 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,978 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $202,304 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $149,737 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $289,377 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $313,337 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $313,337 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,285,622 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,463,966 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,981,017 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,574,999 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,777,303 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,294,354 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,574,999 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,777,303 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,574,999 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,777,303 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,574,999 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,777,303 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,574,999 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $202,304 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,777,303 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,777,303 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY 8754 | P | 2024-01-01 | 2024-12-31 | $46,154 | $45,480 | $674 | $674 |
| FIDELITY 8754 | P | 2023-01-01 | 2024-12-31 | $413,842 | $363,627 | $50,215 | $50,215 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,889 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,081 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,081 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,081 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $65 | EsPenaltyAmt |
| Tax Due | $1,146 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | 0.00 | $0 | $0 | $0 |
| AARON STEWART | ||||||||
| 1900 SUMMIT TOWER BLVD STE 260 | ORLANDO | FL | 32810 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHELSEA O'BRIEN | ||||||||
| 1900 SUMMIT TOWER BLVD STE 260 | ORLANDO | FL | 32810 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,934,227 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $169,905 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,104,132 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,104,132 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,042,570 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,129 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,129 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,081 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,081 | TotalTaxAmt |
| Distributable Before Adj | $200,048 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $200,048 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $200,048 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,978 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $51,978 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $200,048 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $248,613 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $248,613 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,978 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,978 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $148,070 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $148,070 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $100,543 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $100,543 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $100,543 | ExcessFromYear4Amt |
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 (4 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 | N/A | PC | GENERAL SUPPORT | $15,000 |
| FIRST TEE OF CENTRAL FLORIDA | |||||||
| 2418 SILVER STAR RD | ORLANDO | FL | 32804 | N/A | PC | GENERAL SUPPORT | $34,300 |
| SUPPORT OUR SCHOLARS | |||||||
| 225 S SWOOPW AVE STE 101 | MAITLAND | FL | 32751 | N/A | PC | GENERAL SUPPORT | $5,000 |
| NICKLAUS CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 3100 SW 62 AVE | MIAMI | FL | 33155 | N/A | PC | GENERAL SUPPORT | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,906 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,889 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $177,795 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $177,795 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 VERDE 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 | $2,079 | Amt |
| Net Investment Income | $1,180 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $899 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AQR DIVERSIFIED ARBITRAGE CLASS I | AT COST | $33,439 | $34,294 |
| EATON VANCE EMERGING AND FRONT COUNT EQ I | AT COST | $94,449 | $135,707 |
| DIAMOND HILL SHORT DURAT SEC BOND | AT COST | $82,645 | $83,103 |
| EATON VANCE GLOBAL MACRO ABS RTN | AT COST | $33,217 | $34,559 |
| PIMCO INVMT GRADE CREDIT BD FD INST | AT COST | $281,233 | $246,997 |
| STONE RIDGE HIGH YLD REINSRNCE RSK PREM I | AT COST | $39,596 | $39,450 |
| ETF SER SOLUTIONS VIDENT INTERNATI (VIDI) | AT COST | $235,407 | $242,016 |
| ETF SER SOLUTIONS VIDENT INTERNATI (VUSE) | AT COST | $301,019 | $591,703 |
| US DIVERSIFIED REAL ESTATE ETF (PPTY) | AT COST | $122,114 | $143,196 |
| ISHARES CORE S&P US VALUE ETF (IUSV) | AT COST | $163,741 | $199,809 |
| ISHARES CORE S&P US VALUE ETF (IUSG) | AT COST | $82,767 | $89,881 |
| ISHARES TR MISC USA QLT FCT (QUAL) | AT COST | $140,494 | $199,984 |
| ISHARES TR MISC USA MMENTM (MTUM) | AT COST | $245,981 | $320,519 |
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | AT COST | $68,407 | $79,583 |
| ISHARES CORE MSCI PACIFIC ETF (IPAC) | AT COST | $366,130 | $408,331 |
| VANGUARD INTL EQUITY INDEX FDS FTSE | AT COST | $175,005 | $205,643 |
| ETF SER SOLUTIONS VIDENT US BOND (VBND) | AT COST | $326,114 | $290,697 |
| FLEXSHARES IBOXX 5-YEAR TARG (TDTF) | AT COST | $50,163 | $46,869 |
| ISHARES TR 7-10 YR TRSY BD (IEF) | AT COST | $327,339 | $306,657 |
| VANGUARD SCOTTSDALE FUNDS SHORT-TERM TREASURY ETF (VGSH) | AT COST | $82,622 | $82,557 |
| VANGUARD SCOTTSDALE FDS INTER TERM TREAS (VGIT) | AT COST | $212,084 | $199,462 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FL ANNUAL REPORT FEE | CategoryTxt |
| Legal Fees | $62 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $62 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE EXPENSES | Desc |
| Revenue And Expenses Per Books | $3,391 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,924 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,467 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $21,316 | Amt |
| Net Investment Income | $21,316 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $3,638 | Amt |
| Net Investment Income | $3,638 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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