BETA

BURROWS FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
BURROWS FAMILY FOUNDATION (EIN 27-6100318)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-07
IRS object ID
202612199349100306
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-08-07T08:23:43-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431764273PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SFW PARTNERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1721 EMERSON ROAD SUITE 200AddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63141ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276100318EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BURROWS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBURRBusinessNameControlTxt
Phone3146511184PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1148 10TH AVENUE SOUTHAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN BURROWSPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone3146511184PhoneNum
Signature2026-08-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLANCE G WEISS CPAPreparerPersonNm
PTINP00199160PTIN
Phone3145693333PhoneNum
Preparation2026-08-06PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,490,956FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$67InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$67InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$22,529DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,529DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$61,159NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$838,102GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$61,159CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$83,755TotalRevAndExpnssAmt
Total Net Invst Incm$83,755TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$12,528OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,528OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Net Invst Incm$372TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$13,028TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,400TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,528TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,400TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$65,227ExcessRevenueOverExpensesAmt
Net Investment Income$70,355NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$217,465SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$94,798SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$94,798SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$992,859CorporateStockBOYAmt
Corporate Stock EOY$1,187,238CorporateStockEOYAmt
Corporate Stock EOYFMV$2,345,961CorporateStockEOYFMVAmt
Other Investments BOY$46,210OtherInvestmentsBOYAmt
Other Investments EOY$38,880OtherInvestmentsEOYAmt
Other Investments EOYFMV$50,197OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,256,534TotalAssetsBOYAmt
Total Assets EOY$1,320,916TotalAssetsEOYAmt
Total Assets EOYFMV$2,490,956TotalAssetsEOYFMVAmt
Other Liabilities BOY$845OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$845TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,255,689RetainedEarningBOYAmt
Retained Earning EOY$1,320,916RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,255,689TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,320,916TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,256,534TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,320,916TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,255,689TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$65,227ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,320,916SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,320,916TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES2025-01-012025-12-31$430,234$514,551-$84,317-$84,317
PUBLICLY TRADED SECURITIES2025-01-012025-12-31$407,868$262,392$145,476$145,476
FieldValueIRS element (for citing)
Capital Gain Net Income$61,159CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$978InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$978SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$978TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$50EsPenaltyAmt
Tax Due$1,028TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTEPHEN J BURROWS TRUSTEEIndividualWithBooksNm
Phone3146511184PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1148 10TH AVE SOUTHAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34102ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
STEPHEN J BURROWS
148 10TH AVE SOUTHNAPLESFL33716TRUSTEE1.00$0$0$0
BARBARA J BURROWS
148 10TH AVE SOUTHNAPLESFL33716TRUSTEE1.00$0$0$0
CALYN E BURROWS RAPP
31 LOREN WOODSST LOUISMO63124TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,401,771AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$89,035AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,490,806TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,490,806AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,362CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,453,444NetVlNoncharitableAssetsAmt
Minimum Investment Return$122,672MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$122,672MinimumInvestmentReturnAmt
Tax Based On Investment Income$978TaxBasedOnInvestmentIncomeAmt
Total Tax$978TotalTaxAmt
Distributable Before Adj$121,694DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$121,694DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$121,694DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$121,694DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$163,381ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$163,381TotalExcessDistributionCyovAmt
Qualifying Distributions$5,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,500AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$116,194ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$116,194ExcessDistributionCyovAppCYAmt
Total Corpus$47,187TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$47,187ExcessDistriCyovToNextYrAmt
Excess From Year1$47,187ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EAGLES WINGS
PO BOX 441ST CHARLESMO63302NONEPCFUNDS USED TO PROVIDE NEW CLOTHING ITEMS AND OTHER ESSENTIALS TO CHILDREN IN NEED IN THE SAINT CHARLES AREA$3,000
PEDAL THE CAUSE
9288 DIELMAN INDUSTRIAL DRIVEOLIVETTEMO63132NONEPCA CHARITY BIKE RIDE TO FUND CANCER RESEARCH.$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$67ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,529ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$61,159ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$83,755ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$83,755TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Amt$500Amt
Net Investment Income$500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CL A$45,672$218,787
HOME DEPOT INC$46,756$67,788
INTERCONTINENTALEXCHANGE GROUP$14,244$34,659
VISA INC$41,617$72,597
MICROSOFT CORPORATION$55,601$139,283
AMAZON COM$46,408$81,710
COSTCO WHOLESALE$12,819$38,805
ALLSTATE CORPORATION$24,337$47,458
JPMORGAN CHASE & COMPANY$24,106$79,911
TRANE TECHNOLOGIES$25,573$68,888
BOSTON SCIENTIFIC CORPORATION$30,383$51,394
DELTA AIR LINES INCORPORATED$41,979$74,883
META PLATFORMS INCORPORATED$39,799$56,917
S&P GLOBAL INCORPORATED$40,902$55,917
SALESFORCE INCORPORATED$40,463$50,863
TJX COMPANIES INCORPORATED$44,257$86,329
APPLOVIN CORPORATION COM CLASS A$26,374$241,901
NVIDIA CORPORATION$88,197$119,920
CELESTICA INCORPORATED$43,310$136,276
CENOVUS ENERGY INCORPORATED$50,308$56,597
MCKESSON CORPORATION$67,756$64,803
NORFOLK SOUTHN CORPORATION$39,279$45,906
PAYPAL HLDGS INCORPORATED$35,438$29,949
RTX CORPORATION$45,332$47,501
SYNCHRONY FINANCIAL$42,164$63,824
TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS$84,895$131,888
SEGATE TECHNOLOGY HLDNGS PLC ORD SHS$89,269$181,207

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSTERIS PLC SHSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$38,880BookValueAmt
EOYFMV$50,197EOYFMVAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOTHER PAYABLESDesc
BOY Book Value$845BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGED ACCOUNT FEESCategoryTxt
Amt$12,528Amt
Net Investment Income$12,528NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.