STEWART FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- STEWART FAMILY FOUNDATION INC (EIN 59-3531198)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-03-07
- IRS object ID
- 201400669349100705
- Schema version
- 2013v3.1
- 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 Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-03-07T11:01:03-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD BLUE & CO CPAS & CONSULTANTS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 RiverEdge Pkwy Ste 1100 | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30328 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Orlando | City |
| State | FL | State |
| ZIP Code | 32810 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANASTASIA T STEWART | PersonNm |
| Person Title | Pres/SEC/TREAS/ | PersonTitleTxt |
| Signature | 2014-03-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | M Ellen Lucciola CPA | PreparerPersonNm |
| PTIN | P01420851 | PTIN |
| Phone | 7706440500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,039,206 | 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 | $101,250 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,174 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,174 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $146,822 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,342,741 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $146,822 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $287,262 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $186,012 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $565 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $136 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $429 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $336 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,064 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,529 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,529 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,325 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,278 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,047 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,819 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,279 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,540 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,319 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,279 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $215,943 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $176,733 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $277,493 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $193,233 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $193,233 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,420,763 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,720,966 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,845,973 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,698,256 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,914,199 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,039,206 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,698,256 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,914,199 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,698,256 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,914,199 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,698,256 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,914,199 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,698,256 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $215,943 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,914,199 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,914,199 | 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 |
|---|---|---|---|---|---|---|---|
| Publicly traded securities | P | 2000-01-01 | 2013-12-31 | $1,339,200 | $1,195,919 | $143,281 | $143,281 |
| CAP GAIN DISTRIBUTIONS | P | 2000-01-01 | 2013-12-31 | $3,541 | $3,541 | $3,541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $146,822 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,422 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,662,330 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03154 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,600 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,568,151 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.01888 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $299,834 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,537,491 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.19502 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $280,413 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,390,523 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.20166 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,873 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,609,938 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02415 | DistributionYr5Rt |
| Total Distribution | 0.47123 | TotalDistributionRt |
| Average Distribution | 0.09425 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,882,309 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $177,400 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,767 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $179,167 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $60,040 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,535 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,535 | SubtotalAmt |
| Tax Based On Investment Income | $3,535 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,032 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,032 | TotalPaymentsAndCreditsAmt |
| Tax Due | $503 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOB BAKER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4076188600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 SUMMIT TOWER BLVD S 260 | AddressLine1 |
| City | Orlando | City |
| State | FL | State |
| ZIP Code | 32810 | ZIPCode |
| 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ANASTASIA T STEWART | ||||||
| 1900 SUMMIT TOWER BLVDSTE 770 | ORLANDO | FL | 32810 | Pres/SEC/TREAS/ | 2.00 | $0 |
| DIXIE KELLER | ||||||
| 9218 CROMWELL PARK PLACE | ORLANDO | FL | 32827 | DIRECTOR | 1.00 | $0 |
| CHELSEA STEWART | ||||||
| 9718 CHESTNUT RIDGE DRIVE | WINDERMERE | FL | 34786 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,748,363 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $162,611 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,910,974 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,910,974 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,665 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,882,309 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,115 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,115 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,535 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,535 | TotalTaxAmt |
| Distributable Before Adj | $90,580 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $90,580 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $90,580 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,040 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $60,040 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $60,040 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,580 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $139,811 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $224,887 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $364,698 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,040 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,040 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $30,540 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $30,540 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $334,158 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $334,158 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $109,271 | ExcessFromYear4Amt |
| Excess From Year3 | $224,887 | ExcessFromYear3Amt |
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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN JR GOLF ASSOCIATION | |||||||
| 1980 SPORTS CLUB DR | BRASELTON | GA | 30517 | UNRELATED | 501C3 | GENERAL SUPPORT | $39,500 |
| HEART OF THE OZARKS JR GOLF FOUNDAT | |||||||
| 496 Hwy 60 E | REPUBLIC | MO | 65738 | UNRELATED | 501C3 | GENERAL SUPPORT | $5,000 |
| FIRST PRESBYTERIAN CHURCH OF ORLAND | |||||||
| 106 EAST CHURCH STREET | ORLANDO | FL | 32801 | UNRELATED | 501C3 | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,174 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $146,822 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $186,012 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $186,012 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 Person | PGA Tour Inc | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 109801 | AddressLine1 |
| City | PALM BEACH GARDENS | City |
| State | FL | State |
| ZIP Code | 33410 | ZIPCode |
| 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 RETURN PREPARATION | CategoryTxt |
| Amt | $1,400 | Amt |
| Net Investment Income | $336 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,064 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Various Stock and Mutual Funds | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,720,966 | BookValueAmt |
| EOYFMV | $1,845,973 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $565 | LegalFeesAmt |
| Net Investment Income | $136 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $429 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $5,000 | $1,200 | $3,800 |
| MISCELLANEOUS EXPENSE | $325 | $78 | $247 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $7,529 | Amt |
| Net Investment Income | $7,529 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $2,000 | Amt |
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