STEWART FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STEWART FAMILY FOUNDATION INC (EIN 59-3531198)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-30
- IRS object ID
- 201311509349100501
- Schema version
- 2012v2.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-30T08:19:10-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ronald Blue & Co LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593531198 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stewart Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STEW | NameControl |
| Phone | 4076188600 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANASTASIA T STEWART | Name |
| Title | Pres/SEC/TREAS/ | Title |
| Date Signed | 2013-05-21 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Bruce L Whaley | Name |
| PTIN | P00061426 | PTIN |
| Phone | 7706440500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1868448 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 152193 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 20 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 20 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 44311 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 44311 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 36417 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 85988 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 36417 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 232941 | TotalRevenueAndExpenses |
| Total Net Investment Income | 80748 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 61 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 7 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 54 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1100 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 132 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 968 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6630 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6630 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 3661 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 5000 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 600 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 4400 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 16452 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7369 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5422 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 47000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 47000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 63452 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7369 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 52422 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 169489 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 73379 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 214868 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 277493 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 277493 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 1344925 | InvestmentsOtherBOY |
| Investments Other EOY | 1420763 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1590955 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1559793 | TotalAssetsBOY |
| Total Assets EOY | 1698256 | TotalAssetsEOY |
| Total Assets EOYFMV | 1868448 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1559793 | RetainedEarningsBOY |
| Retained Earnings EOY | 1698256 | RetainedEarningsEOY |
| Total Net Assets BOY | 1559793 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1698256 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1559793 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1698256 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1559793 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 169489 | ExcessOfRevenueOverExpenses |
| Subtotal | 1729282 | Subtotal |
| Other Decreases | 31026 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1698256 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| CAP GAIN DISTRIBUTIONS | P | 2001-01-01 | 2012-12-31 | 2630 | 2630 | 2630 | |
| Publicly traded securities | P | 2000-01-01 | 2012-12-31 | 83358 | 33787 | 33787 | 49571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 36417 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 29600 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1568151 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.01888 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 299834 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1537491 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.19502 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 280413 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1390523 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.20166 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 38873 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1609938 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.02415 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 29774 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1673787 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.01779 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.45749 | TotalDistributionRatio |
| Average Distribution Ratio | 0.09150 | AverageDistributionRatio |
| Net Noncharitable Assets | 1662330 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 152098 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 734 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 152832 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 52422 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1468 | InvestmentIncomeExciseTax |
| Subtotal | 1468 | Subtotal |
| Tax Based On Investment Income | 1468 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2500 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2000 | TaxPaidWithExtension |
| Total Credits And Payments | 4500 | TotalCreditsAndPayments |
| Overpayment | 3032 | Overpayment |
| Amount Credited To Next Year | 3032 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOB BAKER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4076188600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| CHELSEA STEWART | ||||||
| 9718 CHESTNUT RIDGE DRIVE | WINDERMERE | FL | 34786 | Director | 1.00 | 0 |
| DIXIE KELLER | ||||||
| 9218 CROMWELL PARK PLACE | ORLANDO | FL | 32827 | DIRECTOR | 1.00 | 0 |
| ANASTASIA T STEWART | ||||||
| 1900 SUMMIT TOWER BLVDSTE 770 | ORLANDO | FL | 32810 | Pres/SEC/TREAS/ | 2.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1491736 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 195909 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1687645 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1687645 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25315 | CashDeemedCharitable |
| Net Noncharitable Assets | 1662330 | NetNoncharitableAssets |
| Minimum Investment Return | 83117 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 83117 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1468 | TaxBasedOnInvestmentIncome |
| Total Tax | 1468 | TotalTax |
| Distributable Amount Before Adj | 81649 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 81649 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 81649 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 52422 | ExpensesAndContributions |
| Qualifying Distributions | 52422 | QualifyingDistributions |
| Adj Qualifying Distributions | 52422 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 81649 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 169038 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 224887 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 393925 | TotalExcessDistriCarryover |
| Qualifying Distributions | 52422 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 52422 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 29227 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 29227 | ExcessDistriCyovAppliedCY |
| Total Corpus | 364698 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 364698 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 139811 | ExcessFromYear3 |
| Excess From Year2 | 224887 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANASTASIA T STEWART | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| SURFERS HEALING | |||||||
| PO BOX 1267 | SAN JUAN CAPISTRANO | CA | 92693 | UNRELATED | 501C3 | GENERAL SUPPORT | $5,000 |
| KATE JUSTIN ROSE FOUNDATION | |||||||
| PO BOX 593265 | ORLANDO | FL | 32859 | UNRELATED | 501C3 | GENERAL SUPPORT | $5,000 |
| AMERICAN RED CROSS OF NORTHEN NEW J | |||||||
| 209 FAIRFIELD ROAD | FAIRFIELD | NJ | 07004 | UNRELATED | 501C3 | GENERAL SUPPORT | $5,000 |
| SECOND HARVEST FOOD BANK OF CENTRAL | |||||||
| 2008 BRENGLE AVENUE | ORLANDO | FL | 32808 | UNRELATED | 501C3 | GENERAL SUPPORT | $5,000 |
| K-LIFE OF ORLANDO | |||||||
| PO BOX 770538 | WINTER GARDEN | FL | 34777 | UNRELATED | 501C3 | GENERAL SUPPORT | $2,000 |
| FLORIDA BAPTIST CHILDREN'S HOMES | |||||||
| 1015 SIKES BLVD | LAKELAND | FL | 33815 | UNRELATED | 501C3 | GENERAL SUPPORT | $5,000 |
| HEART OF THE OZARKS JR GOLF FOUNDAT | |||||||
| 496 Hwy 60 E | REPUBLIC | MO | 65738 | UNRELATED | 501C3 | GENERAL SUPPORT | $5,000 |
| AMERICAN JR GOLF ASSOCIATION | |||||||
| 1980 SPORTS CLUB DR | BRASELTON | GA | 30517 | UNRELATED | 501C3 | GENERAL SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 47000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $44,311 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $36,417 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $80,748 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 80748 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 2 | PGA OF AMERICA | P O BOX 109801 | PALM BEACH GARDENS | FL | 33410 | 100000 | X | |
| 1 | ANASTASIA T STEWART | 9718 CHESTNUT RIDGE DRIVE | WINDERMERE | FL | 34786 | 52915 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 1,900 shares Leggett & Platt, Inc. | NoncashPropertyDescription |
| Fair Market Value | 52915 | FairMarketValue |
| Date Received | 2012-11-30 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | Category |
| Amount | $1,100 | Amount |
| Net Investment Income | 132 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 968 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Various Stock and Mutual Funds | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 1420763 | BookValue |
| EOYFMV | 1590955 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $61 | Amount |
| Net Investment Income | 7 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 54 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK/TAX ADJUST-NONCASH CONTRIBUTIONS | Description |
| Amount | $31,026 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE EXPENSES | Description |
| Revenue And Expenses Per Books | 5000 | RevenueAndExpensesPerBooks |
| Net Investment Income | 600 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4400 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $6,630 | Amount |
| Net Investment Income | 6630 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $3,661 | Amount |
Comments