WILLIAM G STEWART FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM G STEWART FAMILY FOUNDATION INC (EIN 52-2165295)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-09
- IRS object ID
- 202411309349101201
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T08:01:28-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 RUSH ALLEY SUITE 800 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522165295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM G STEWART FAMILY FDN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 4105375496 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 SOUTH BOND STREET STE 400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM G STEWART | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4105375496 | PhoneNum |
| Signature | 2024-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2024-05-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,248,062 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,424 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,758 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $109,702 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,758 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $24 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $24 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $41,776 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,206 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,122 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,122 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,584 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,584 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,742 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,620 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,122 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,992 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,620 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,586 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,870 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,333 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,333 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $785,891 | CorporateStockBOYAmt |
| Corporate Stock EOY | $762,594 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,226,729 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $802,761 | TotalAssetsBOYAmt |
| Total Assets EOY | $783,927 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,248,062 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $802,761 | CapitalStockBOYAmt |
| Capital Stock EOY | $783,927 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $802,761 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $783,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $802,761 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $783,927 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $802,761 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,216 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $784,545 | SubtotalAmt |
| Other Decreases | $618 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $783,927 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (76 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 5. AUTODESK INC | 2022-05-06 | 2023-03-01 | $980 | $970 | $10 | $10 | |
| 7. AUTODESK INC | 2020-09-01 | 2023-03-01 | $1,371 | $1,736 | -$365 | -$365 | |
| 6. JOHNSON & JOHNSON | 2019-10-15 | 2023-03-10 | $917 | $802 | $115 | $115 | |
| 10. L3HARRIS TECHNOLOGIES INC | 2020-10-30 | 2023-03-10 | $2,046 | $1,590 | $456 | $456 | |
| 22. T. ROWE PRICE GROUP INC | 2020-03-24 | 2023-03-10 | $2,382 | $2,022 | $360 | $360 | |
| 13. BLACKSTONE GROUP INC CLASS A | 2020-09-22 | 2023-03-14 | $1,125 | $590 | $535 | $535 | |
| 5. SBA COMMUNICATIONS CORP NEW CL A | 2020-09-01 | 2023-04-05 | $1,302 | $1,528 | -$226 | -$226 | |
| 119.732 BROWN ADV GLOBAL LDRS INST | 2021-01-22 | 2023-05-02 | $2,469 | $2,486 | -$17 | -$17 | |
| 40. EOG RES INC | 2022-08-09 | 2023-05-18 | $4,383 | $4,456 | -$73 | -$73 | |
| 2. ROPER INDUSTRIES INC NEW | 2020-09-01 | 2023-06-05 | $908 | $859 | $49 | $49 | |
| 10. S P GLOBAL INC COM | 2020-09-01 | 2023-06-05 | $3,775 | $3,662 | $113 | $113 | |
| 3. SERVICENOW INC | 2021-03-08 | 2023-06-05 | $1,673 | $1,461 | $212 | $212 | |
| 2. THERMO ELECTRON CORP | 2020-09-01 | 2023-06-05 | $1,030 | $864 | $166 | $166 | |
| .3515 BECTON DICKINSON & CO. | 2020-09-10 | 2023-06-07 | $88 | $93 | -$5 | -$5 | |
| 46.104 BROWN ADV GLOBAL LDRS INST | 2021-01-22 | 2023-06-12 | $1,000 | $957 | $43 | $43 | |
| 6. AMERIPRISE FINL INC | 2019-10-15 | 2023-07-17 | $2,066 | $837 | $1,229 | $1,229 | |
| 153.657 BROWN ADVISORY FLEXIBLE EQUITY INV | 2017-02-09 | 2023-08-03 | $5,000 | $2,671 | $2,329 | $2,329 | |
| 387.233 BROWN ADVISORY SUSTAIN GROWTH INST | 2019-12-16 | 2023-08-17 | $16,500 | $7,437 | $9,063 | $9,063 | |
| 3. ROPER INDUSTRIES INC NEW | 2020-09-01 | 2023-08-17 | $1,474 | $1,288 | $186 | $186 | |
| 25. ANALOG DEVICES INC | 2022-05-20 | 2023-08-29 | $4,484 | $3,937 | $547 | $547 | |
| .3888 KENVUE INC COM | 2019-10-15 | 2023-09-08 | $10 | $6 | $4 | $4 | |
| 619.387 BROWN ADVISORY FLEXIBLE EQUITY INV | 2017-02-09 | 2023-09-20 | $20,000 | $10,620 | $9,380 | $9,380 | |
| .23 KKR CO INC A | 2020-09-23 | 2023-09-21 | $14 | $10 | $4 | $4 | |
| 10. SANDOZ GROUP AG SPONSORED G D R | 2019-10-15 | 2023-10-05 | $273 | $230 | $43 | $43 | |
| 17. WP CAREY INC | 2023-07-17 | 2023-10-05 | $883 | $1,180 | -$297 | -$297 | |
| 46. WP CAREY INC | 2020-01-09 | 2023-10-05 | $2,388 | $4,071 | -$1,683 | -$1,683 | |
| 10. DANAHER CORP | 2020-09-01 | 2023-10-10 | $2,188 | $1,815 | $373 | $373 | |
| 139.6 BROWN ADVISORY SUSTAIN GROWTH INST | 2017-01-03 | 2023-10-16 | $6,000 | $2,329 | $3,671 | $3,671 | |
| .2 SANDOZ GROUP AG SPONSORED G D R | 2019-10-15 | 2023-10-19 | $6 | $5 | $1 | $1 | |
| 15. VALMONT INDUSTRIES INC | 2023-08-17 | 2023-10-30 | $2,892 | $3,918 | -$1,026 | -$1,026 | |
| 79. DOMINION RES INC VA NEW | 2022-10-05 | 2023-10-31 | $3,166 | $5,728 | -$2,562 | -$2,562 | |
| 2. ADOBE SYS INCORP | 2020-09-01 | 2023-12-05 | $1,191 | $1,030 | $161 | $161 | |
| 11. AMAZON.COM INC | 2020-09-01 | 2023-12-11 | $1,594 | $1,920 | -$326 | -$326 | |
| 2. CINTAS CORP. | 2021-06-22 | 2023-12-14 | $1,131 | $746 | $385 | $385 | |
| 4. INTUITIVE SURGICAL INC | 2020-09-01 | 2023-12-14 | $1,316 | $977 | $339 | $339 | |
| 4. CINTAS CORP. | 2021-06-22 | 2023-12-21 | $2,290 | $1,451 | $839 | $839 | |
| 23. DYNATRACE INC | 2022-01-07 | 2023-12-21 | $1,254 | $1,233 | $21 | $21 | |
| 1. ROPER INDUSTRIES INC NEW | 2020-09-01 | 2023-12-21 | $538 | $429 | $109 | $109 | |
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,595 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,758 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $522 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $522 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $522 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $740 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $740 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $218 | OverpaymentAmt |
| Applied To ES Tax | $218 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | 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 |
| Individual With Books | BROWN ADVISORY | IndividualWithBooksNm |
| Phone | 4105375496 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 S BOND STREET SUITE 400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21231 | ZIPCd |
| 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM G STEWART | ||||||
| PO BOX 159 | STEVENSON | MD | 21153 | PRES-TREAS-TTEE | 1 | $0 |
| CAROLINE R STEWART | ||||||
| PO BOX 159 | STEVENSON | MD | 21153 | VP-SECRETARY-TTEE | 1 | $0 |
| WILLIAM G STEWART JR | ||||||
| PO BOX 159 | STEVENSON | MD | 21153 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,128,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,122 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,139,843 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,139,843 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,098 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,122,745 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $522 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $522 | TotalTaxAmt |
| Distributable Before Adj | $55,615 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,615 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,615 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,372 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $56,372 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,615 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $52,454 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,372 | QualifyingDistributionsAmt |
| Applied To Year1 | $52,454 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,918 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $51,697 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM STEWART | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MARYLAND FOOD BANK INC | ||||||||
| 2200 HALETHORPE FARMS ROAD | Baltimore | MD | 21227 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| PENFIELD PUBLIC LIBRARY FOUNDATION | ||||||||
| 1985 BAIRD RD | Penfield | NY | 14526 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| NATIONAL PARKS FOUNDATION | ||||||||
| 1110 VERMONT AVENUE | WASHINGTON | DC | 20005 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| HELPING UP MISSION IN BALTIMORE | ||||||||
| 1029 E BALTIMORE ST | BALTIMORE | MD | 21202 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| REACH BEYOND DOMESTIC VIOLENCE INC | ||||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| ALL SAINTS PRESBYTERIAN CHURCH | ||||||||
| 4215 LOCH RAVEN BLVD | BALTIMORE | MD | 21218 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| TUTORING PLUS OF CAMBRIDGE | ||||||||
| 225 WINDSOR ST | CAMBRIDGE | MA | 02139 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| AUSTIN DIAPER BANK | ||||||||
| 2210 DENTON DR | AUSTIN | TX | 78758 | NONE | PC | PROGRAM SUPPORT | $3,000 | |
| UNIVERSITY OF VIRGINIA | ||||||||
| 1827 UNIVERSITY AVENUE | CHARLOTTESVILLE | VA | 22903 | NONE | PC | PROGRAM SUPPORT | $500 | |
| NW HILLS UNITED METHODIST CHURCH | ||||||||
| 7050 VILLAGE CENTER DR | AUSTIN | TX | 78731 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| THE THINKERY AUSTIN | ||||||||
| 1830 SIMOND AVE | AUSTIN | TX | 78723 | NONE | PC | PROGRAM SUPPORT | $1,250 | |
| REINEMUND CENTER AT VILLA ACADEMY | ||||||||
| 5001 NE 50TH ST | SEATTLE | WA | 98105 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| IRVINE NATURE CENTER | ||||||||
| 11201 GARRISON FOREST ROAD | OWINGS MILLS | MD | 21117 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNC WILMINGTON | ||||||||
| 601 S COLLEGE RD | WILMINGTON | NC | 28403 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| DUKE UNIVERSITY | ||||||||
| 2080 DUKE UNIVERSITY ROAD | Durham | NC | 27708 | NONE | PC | PROGRAM SUPPORT | $500 | |
| VALLEY'S PLANNING COUNCIL INC | ||||||||
| 118 WEST PENNSYLVANIA AVENUE | TOWSON | MD | 21204 | NONE | PC | PROGRAM SUPPORT | $4,750 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | Staten Island | NY | 10306 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| LIVING CLASSROOMS | ||||||||
| 156 Q ST SW | WASHINGTON | DC | 20024 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| TUERK HOUSE | ||||||||
| 730 ASHBURTON ST | BALTIMORE | MD | 21216 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| VA ATHLETIC ASSOC | ||||||||
| 2003 ROCKY CREEK LN | HENRICO | VA | 23238 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| CHURCH OF REDEEMER | ||||||||
| 5603 N CHARLES ST | BALTIMORE | MD | 21210 | NONE | PC | PROGRAM SUPPORT | $500 | |
| SCIENCE CLUB FOR GIRLS | ||||||||
| 136 MAGAZINE ST | Cambridge | MA | 02139 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| JEWISH FAMILY AND CHILDRENS SERVICES | ||||||||
| PO BOX 159004 | SAN FRANCISCO | CA | 94115 | NONE | PC | PROGRAM SUPPORT | $4,000 | OBO STEWART FAMILY FOUNDATION |
| POSTPARTUM SUPPORT INTERNATIONAL | ||||||||
| 6706 SW 54TH AVENUE | POSTLAND | OR | 97219 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| HABITAT FOR HUMANITY OF | ||||||||
| 3741 COMMERCE DR 309 | BALTIMORE | MD | 21227 | NONE | PC | PROGRAM SUPPORT | $1,500 | THE CHESAPEAKE INC |
| WATERLOO GREENWAY CONSERVANCY | ||||||||
| 1111 RED RIVER ST | Austin | TX | 78701 | NONE | PC | PROGRAM SUPPORT | $5,250 | |
| GILMAN SCHOOL | ||||||||
| 5407 ROLAND AVE | BALTIMORE | MD | 21210 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| WBUR 909 FM | ||||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | PROGRAM SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,994 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,758 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BECTON DICKINSON S | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $41,776 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,776 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,122 | Amt |
| Disbursements Charitable Prps | $1,122 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY MUTUAL FUNDS | $445,906 | $795,506 |
| FOREIGN STOCKS | $46,666 | $58,576 |
| COMMON STOCKS | $270,022 | $372,647 |
| PREF. STOCK |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $618 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BECTON DICKINSON SER B 6.0% CV PFD | Desc |
| Revenue And Expenses Per Books | $24 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $24 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES-PRIN | $3,582 | $3,582 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $2 | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $36 | Amt |
| Net Investment Income | $36 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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