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STEWART FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
STEWART FAMILY FOUNDATION INC (EIN 59-3531198)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-07-25
IRS object ID
201642079349100504
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-07-25T09:56:04-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464148474PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RONALD BLUE & CO CPAS AND CONSLTS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11600 RIVEREDGE PKWY NW STE 310AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP303284671ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593531198EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEWART FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTEWBusinessNameControlTxt
Phone4076188600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 SUMMIT TOWER BLVD RM/STE 260AddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32810ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANASTASIA T STEWARTPersonNm
Person TitlePRES/SEC/TREPersonTitleTxt
Signature2016-07-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonM ELLEN LUCCIOLA CPAPreparerPersonNm
PTINP01420851PTIN
Phone7706440500PhoneNum
Preparation2016-07-25PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,039,717FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$14InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$38,292DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,292DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$57,412NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$348,276GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$57,412CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$99OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$99OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$195,817TotalRevAndExpnssAmt
Total Net Invst Incm$95,817TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$3,732LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,015LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,717LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$8,232OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,239OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,993OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,000OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,360OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,640OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,964TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,614TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,350TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,464TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,614TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$57,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$133,353ExcessRevenueOverExpensesAmt
Net Investment Income$91,203NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$137,813SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$298,522SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$298,522SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,919,230OtherInvestmentsBOYAmt
Other Investments EOY$1,891,874OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,741,195OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,057,043TotalAssetsBOYAmt
Total Assets EOY$2,190,396TotalAssetsEOYAmt
Total Assets EOYFMV$2,039,717TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,057,043RetainedEarningBOYAmt
Retained Earning EOY$2,190,396RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,057,043TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,190,396TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,057,043TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,190,396TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,057,043TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$133,353ExcessRevenueOverExpensesAmt
Subtotal$2,190,396SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,190,396TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAINSP2015-01-012015-12-31$7,314$7,314$7,314
PUBLICLY TRADED SECURITIESP2015-01-012015-12-31$340,962$50,098$50,098$290,864
FieldValueIRS element (for citing)
Capital Gain Net Income$57,412CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$57,412NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$64,123AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,061,959NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.031098DistributionYr1Rt
Adjusted Qlfy Distri Yr2$60,040AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,882,309NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.031897DistributionYr2Rt
Adjusted Qlfy Distri Yr3$52,422AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,662,330NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.031535DistributionYr3Rt
Adjusted Qlfy Distri Yr4$29,600AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,568,151NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.018876DistributionYr4Rt
Adjusted Qlfy Distri Yr5$299,834AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,537,491NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.195015DistributionYr5Rt
Total Distribution0.308421TotalDistributionRt
Average Distribution0.061684AverageDistributionRt
Net Vl Noncharitable Assets$2,043,349NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$126,042AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$912NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$126,954AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$57,850QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,824InvestmentIncomeExciseTaxAmt
Subtotal$1,824SubtotalAmt
Tax Based On Investment Income$1,824TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,128EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,128TotalPaymentsAndCreditsAmt
Overpayment$304OverpaymentAmt
Applied To ES Tax$304AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBOB BAKERIndividualWithBooksNm
Phone4076188600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11900 SUMMIT TOWER BLVD STE 260AddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32810ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANASTASIA T STEWART
1900 SUMMIT TOWER BLVD STE 260ORLANDOFL32810PRES/SEC/TRE2.00$0$0$0
DIXIE KELLER
9218 CROMWELL PARK PLACEORLANDOFL32827DIRECTOR1.00$0$0$0
CHELSEA STEWART
9718 CHESTNUT RIDGE DRIVEWINDERMEREFL34786DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,922,540AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$151,926AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,074,466TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,074,466AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31,117CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,043,349NetVlNoncharitableAssetsAmt
Minimum Investment Return$102,167MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$102,167MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,824TaxBasedOnInvestmentIncomeAmt
Total Tax$1,824TotalTaxAmt
Distributable Before Adj$100,343DistributableBeforeAdjAmt
Distributable Before Ded$100,343DistributableBeforeDedAmt
Distributable As Adjusted$100,343DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$57,850ExpensesAndContributionsAmt
Qualifying Distributions$57,850QualifyingDistributionsAmt
Adjusted Qualifying Distri$57,850AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$100,343DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$224,887ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$224,887TotalExcessDistributionCyovAmt
Qualifying Distributions$57,850QualifyingDistributionsAmt
Applied To Current Year$57,850AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$42,493ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$42,493ExcessDistributionCyovAppCYAmt
Total Corpus$182,394TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$182,394ExcessDistriCyovFromYr5Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANASTASIA T STEWARTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
AMERICAN JR GOLF ASSOCIATION
1980 SPORTS CLUB DRBRASELTONGA30517UNRELATED501C 3GENERAL SUPPORT$39,500
HEART OF DAVID MINISTRIES
PO BOX 1291CLINTONMS39060UNRELATED501C 3GENERAL SUPPORT$1,000
HEART OF THE OZARKS JR GOLF
496 HWY 60 EREPUBLICMO65738UNRELATED501C 3GENERAL SUPPORT$5,000FOUNDATION
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,292ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$57,412ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCLASS ACTION SETTLEMENTDesc
Exclusion18ExclusionCd
Exclusion$99ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$95,817ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$95,817TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1PGA TOURBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 109801AddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVARIOUS STOCK AND MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,891,874BookValueAmt
EOYFMV$1,741,195EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$3,732LegalFeesAmt
Net Investment Income$1,015NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,717DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
ADMINISTRATIVE EXPENSES$5,000$1,360$3,640

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCLASS ACTION SETTLEMENTDesc
Revenue And Expenses Per Books$99RevenueAndExpensesPerBooksAmt
Net Investment Income$99NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENTCategoryTxt
Amt$8,232Amt
Net Investment Income$2,239NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,993DisbursementsCharitablePrpsAmt

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