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STEWART FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
STEWART FAMILY FOUNDATION INC (EIN 59-3531198)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-04-01
IRS object ID
201530919349100503
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-04-01T08:22:01-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12100 RiverEdge Pkwy Ste 1100AddressLine1Txt
CityAtlantaCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30328ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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 BlvdAddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32810ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANASTASIA T STEWARTPersonNm
Person TitlePres/SEC/TREAS/PersonTitleTxt
Signature2014-03-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonM Ellen LucciolaPreparerPersonNm
PTINP01420851PTIN
Phone7706440500PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,111,500FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$117,851ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$19InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$41,501DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,501DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$64,625NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$651,284GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$64,625CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$223,996TotalRevAndExpnssAmt
Total Net Invst Incm$106,145TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$61LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$18LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$43LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$420AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$980AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,688OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,688OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$4,503TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$8,000OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,400OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,600OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,652TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,526TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,623TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$57,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$57,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$81,152TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,526TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$64,123TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$142,844ExcessRevenueOverExpensesAmt
Net Investment Income$93,619NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$193,233SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$137,813SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$137,813SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,720,966OtherInvestmentsBOYAmt
Other Investments EOY$1,919,230OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,973,687OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,914,199TotalAssetsBOYAmt
Total Assets EOY$2,057,043TotalAssetsEOYAmt
Total Assets EOYFMV$2,111,500TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,914,199RetainedEarningBOYAmt
Retained Earning EOY$2,057,043RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,914,199TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,057,043TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,914,199TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,057,043TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,914,199TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$142,844ExcessRevenueOverExpensesAmt
Subtotal$2,057,043SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,057,043TotNetAstOrFundBalancesEOYAmt

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
CAP GAIN DISTRIBUTIONSP2000-01-012014-12-31$4,935$4,935$4,935
Publicly Traded SecuritiesP2000-01-012014-12-31$646,349$59,690$59,690$586,659
FieldValueIRS element (for citing)
Capital Gain Net Income$64,625CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$60,040AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,882,309NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.03190DistributionYr1Rt
Adjusted Qlfy Distri Yr2$52,422AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,662,330NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.03154DistributionYr2Rt
Adjusted Qlfy Distri Yr3$29,600AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,568,151NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.01888DistributionYr3Rt
Adjusted Qlfy Distri Yr4$299,834AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,537,491NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.19502DistributionYr4Rt
Adjusted Qlfy Distri Yr5$280,413AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,390,523NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.20166DistributionYr5Rt
Total Distribution0.47898TotalDistributionRt
Average Distribution0.09580AverageDistributionRt
Net Vl Noncharitable Assets$2,061,959NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$197,529AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$936NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$198,465AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$64,123QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,872InvestmentIncomeExciseTaxAmt
Subtotal$1,872SubtotalAmt
Tax Based On Investment Income$1,872TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Overpayment$2,128OverpaymentAmt
Applied To ES Tax$2,128AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BOB BAKERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4076188600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11900 SUMMIT TOWER BLVD S 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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ANASTASIA T STEWART
1900 SUMMIT TOWER BLVDSTE 770ORLANDOFL32810Pres/SEC/TREAS/2.00$0
DIXIE KELLER
9218 CROMWELL PARK PLACEORLANDOFL32827DIRECTOR1.00$0
CHELSEA STEWART
9718 CHESTNUT RIDGE DRIVEWINDERMEREFL34786Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,899,435AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$193,924AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,093,359TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,093,359AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31,400CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,061,959NetVlNoncharitableAssetsAmt
Minimum Investment Return$103,098MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$103,098MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,872TaxBasedOnInvestmentIncomeAmt
Total Tax$1,872TotalTaxAmt
Distributable Before Adj$101,226DistributableBeforeAdjAmt
Distributable Before Ded$101,226DistributableBeforeDedAmt
Distributable As Adjusted$101,226DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$64,123ExpensesAndContributionsAmt
Qualifying Distributions$64,123QualifyingDistributionsAmt
Adjusted Qualifying Distri$64,123AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$101,226DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$109,271ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$224,887ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$334,158TotalExcessDistributionCyovAmt
Qualifying Distributions$64,123QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$64,123AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$37,103ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$37,103ExcessDistributionCyovAppCYAmt
Total Corpus$297,055TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$72,168ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$224,887ExcessDistriCyovToNextYrAmt
Excess From Year4$224,887ExcessFromYear4Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN JR GOLF ASSOCIATION
1980 SPORTS CLUB DRBRASELTONGA30517UNRELATED501C3GENERAL SUPPORT$39,500
HEART OF THE OZARKS JR GOLF FOUNDAT
496 Hwy 60 EREPUBLICMO65738UNRELATED501C3GENERAL SUPPORT$5,000
FLORIDA BAPTIST CHILDREN'S HOMES
1015 SIKES BLVDLAKELANDFL33815UNRELATED501C3GENERAL SUPPORT$1,000
KATE JUSTIN ROSE FOUNDATION
PO BOX 593265ORLANDOFL32859UNRELATED501C3GENERAL SUPPORT$5,000
THE INTERNATIONAL FOUNDATION
POBOX 23813WASHINGTONDC20026UNRELATED501C3GENERAL SUPPORT$2,000
THE FIRST TEE OF CENTRAL FLORIDA
199 E WELBOURNE AVE STE 2WINTER PARKFL32789UNRELATED501C3GENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$57,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,501ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$64,625ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$106,145ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$106,145TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
PGA Tour Inc
1PO BOX 109801PALM BEACH GARDENSFL33410$100,000Yes (X)
Kemper Lakes Golf Club
224000 N Old McHenry RdKildeerIL60047$15,351Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATIONCategoryTxt
Amt$1,400Amt
Net Investment Income$420NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$980DisbursementsCharitablePrpsAmt

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$1,919,230BookValueAmt
EOYFMV$1,973,687EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$61LegalFeesAmt
Net Investment Income$18NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$43DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE EXPENSES$5,000$1,500$3,500
MISCELLANEOUS EXPENSE$3,000$900$2,100

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$9,688Amt
Net Investment Income$9,688NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$4,503Amt

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