STEWART FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- STEWART FAMILY FOUNDATION INC (EIN 59-3531198)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-03-02
- IRS object ID
- 201100619349100200
- Schema version
- 2010v3.2
- 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 Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-02T07:51:31-08:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2010-03-01 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Bruce L Whaley | Name |
| Phone | 7706440500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1575604 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 105000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 23 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 23 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 39223 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 39223 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 63684 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 445326 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 63684 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 207930 | TotalRevenueAndExpenses |
| Total Net Investment Income | 102930 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 61 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 2 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 59 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 975 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 36 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 939 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 11338 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6538 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 4800 | OtherProfFeesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 12374 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6576 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5798 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 295000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 295000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 307374 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6576 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 300798 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -99444 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 96354 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 181854 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 166395 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 166395 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 1318451 | InvestmentsOtherBOY |
| Investments Other EOY | 1210980 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1409209 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1500305 | TotalAssetsBOY |
| Total Assets EOY | 1377375 | TotalAssetsEOY |
| Total Assets EOYFMV | 1575604 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1500305 | RetainedEarningsBOY |
| Retained Earnings EOY | 1377375 | RetainedEarningsEOY |
| Total Net Assets BOY | 1500305 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1377375 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1500305 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1377375 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1500305 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -99444 | ExcessOfRevenueOverExpenses |
| Subtotal | 1400861 | Subtotal |
| Other Decreases | 23486 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1377375 | 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 |
|---|---|---|---|---|---|---|---|
| LONG-TERM CAP GAINS DISTRIBUTIONS | P | 2001-01-01 | 2010-07-01 | 1455 | 1455 | 1455 | |
| Publicly traded securities | P | 2000-01-01 | 2010-12-31 | 443871 | 62229 | 62229 | 381642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 63684 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 280413 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1390523 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.20166 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 38873 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1609938 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.02415 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 29774 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1673787 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.01779 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 73133 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1443754 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05066 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 94244 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1214934 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.07757 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.37182 | TotalDistributionRatio |
| Average Distribution Ratio | 0.07436 | AverageDistributionRatio |
| Net Noncharitable Assets | 1537491 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 114334 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 964 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 115298 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 300798 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 964 | InvestmentIncomeExciseTax |
| Subtotal | 964 | Subtotal |
| Tax Based On Investment Income | 964 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 944 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 944 | TotalCreditsAndPayments |
| Tax Due | 20 | TaxDue |
| Amount Credited To Next Year | 0 | 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 | 1329033 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 231872 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1560905 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1560905 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 23414 | CashDeemedCharitable |
| Net Noncharitable Assets | 1537491 | NetNoncharitableAssets |
| Minimum Investment Return | 76875 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 76875 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 964 | TaxBasedOnInvestmentIncome |
| Total Tax | 964 | TotalTax |
| Distributable Amount Before Adj | 75911 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 75911 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 75911 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 300798 | ExpensesAndContributions |
| Qualifying Distributions | 300798 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 964 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 299834 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 75911 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 34445 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 3830 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year1 | 211855 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 250130 | TotalExcessDistriCarryover |
| Qualifying Distributions | 300798 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 75911 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 224887 | RemainingDistriFromCorpus |
| Total Corpus | 475017 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 34445 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 440572 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 3830 | ExcessFromYear4 |
| Excess From Year1 | 211855 | ExcessFromYear1 |
| Excess From Current Year | 224887 | ExcessFromCurrentYear |
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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| KANAKUK MINISTRIES | |||||||
| 1355 LAKESHORE DRIVE | BRANSON | MO | 65616 | UNRELATED | 501C3 | GENERAL SUPPORT | $10,000 |
| FLORIDA BAPTIST CHILDRENS HOMES | |||||||
| 1015 SIKES BLVD | LAKELAND | FL | 33815 | UNRELATED | 501C3 | GENERAL SUPPORT | $5,000 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO Box 750402 | DALLAS | TX | 75275 | UNRELATED | 501C3 | GENERAL SUPPORT | $250,000 |
| 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 |
| SECOND HARVEST FOOD BANK C FL | |||||||
| 2008 BRENGLE AVE | ORLANDO | FL | 32808 | UNRELATED | 501C3 | GENERAL BUDGET | $5,000 |
| K-LIFE OF ORLANDO INC | |||||||
| PO BOX 770538 | WINTER HAVEN | FL | 34777 | UNRELATED | 501C3 | GENERAL BUDGET | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 295000 | 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 | $23 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $39,223 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $63,684 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $102,930 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 102930 | 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 |
|---|---|---|---|---|---|---|---|
| 2 | Knicknac Tour | 904 Huntington Dr | Elk Grove Village | IL | 60007 | 5000 | X |
| 1 | PGA OF AMERICA | P O BOX 109801 | PALM BEACH GARDENS | FL | 33410 | 100000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | Category |
| Amount | $975 | Amount |
| Net Investment Income | 36 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 939 | 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 | 1210980 | BookValue |
| EOYFMV | 1409209 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $61 | Amount |
| Net Investment Income | 2 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 59 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK/TAX ADJUST - NONCASH GIFT | Description |
| Amount | $23,486 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $11,338 | Amount |
| Net Investment Income | 6538 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 4800 | DisbursementsCharitablePrps |
Comments