STEWART FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: STEWART FAMILY FOUNDATION (EIN 77-0512105)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-06
IRS object ID: 202421279349101792
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
Gain Loss Sale Other Assets Sch
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-06T13:36:10-04:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	770000018	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GRIMBLEBY COLEMAN CPAS INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 W ROSEBURG AVE	AddressLine1Txt
City	MODESTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	953505255	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	770512105	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STEWART FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	STEW	BusinessNameControlTxt
Phone	2095815266	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 7720	AddressLine1Txt
City	KETCHUM	CityNm
State Abbreviation	ID	StateAbbreviationCd
ZIP	83340	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT R STEWART	PersonNm
Person Title	SECRETARY	PersonTitleTxt
Phone	2095815266	PhoneNum
Signature	2024-11-15	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ROBERT R	PersonFirstNm
Person Last	STEWART	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PRESTON L OSBOURN II	PreparerPersonNm
PTIN	P01599943	PTIN
Phone	2095274220	PhoneNum
Preparation	2024-05-02	PreparationDt

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	$697,187	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$44	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$44	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$18,930	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$18,930	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$6,759	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$160,657	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$7,210	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$1	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$1	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$25,734	TotalRevAndExpnssAmt
Total Net Invst Incm	$26,185	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$6,000	CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss	$777	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$777	LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss	$2,778	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,778	AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss	$4,944	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$4,944	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$384	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$384	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$238	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$238	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$15,121	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$9,121	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$25,100	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$25,100	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$40,221	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$9,121	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$25,100	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$14,487	ExcessRevenueOverExpensesAmt
Net Investment Income	$17,064	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$118,341	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$135,999	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$135,999	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$479,094	OtherInvestmentsBOYAmt
Other Investments EOY	$446,949	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$561,188	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$597,435	TotalAssetsBOYAmt
Total Assets EOY	$582,948	TotalAssetsEOYAmt
Total Assets EOYFMV	$697,187	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$597,435	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$582,948	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$597,435	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$582,948	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$597,435	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$582,948	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$597,435	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$14,487	ExcessRevenueOverExpensesAmt
Subtotal	$582,948	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$582,948	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$7,210	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$237	InvestmentIncomeExciseTaxAmt
Subtotal	$237	SubtotalAmt
Tax Based On Investment Income	$237	TaxBasedOnInvestmentIncomeAmt
Tax Due	$237	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	ROBERT R STEWART	IndividualWithBooksNm
Phone	2095815266	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 7720	AddressLine1Txt
City	KETCHUM	CityNm
State Abbreviation	ID	StateAbbreviationCd
ZIP	83340	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	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
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 (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
MELINDA STEWART WILBUR
PO BOX 7720	KETCHUM	ID	83340	PRESIDENT	0.00	$0	$0	$0
JANA E STEWART-CEZAR
PO BOX 7720	KETCHUM	ID	83340	VICE PRESIDE	0.00	$0	$0	$0
DONALD J STEWART JR
PO BOX 7720	KETCHUM	ID	83340	VICE PRESIDE	0.00	$0	$0	$0
ANDREA J STEWART
PO BOX 7720	KETCHUM	ID	83340	CFO	0.00	$0	$0	$0
ROBERT R STEWART
PO BOX 7720	KETCHUM	ID	83340	SECRETARY	1.00	$6,000	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$572,479	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$110,809	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$683,288	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$683,288	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$10,249	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$673,039	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$33,652	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$33,652	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$237	TaxBasedOnInvestmentIncomeAmt
Total Tax	$237	TotalTaxAmt
Distributable Before Adj	$33,415	DistributableBeforeAdjAmt
Distributable Before Ded	$33,415	DistributableBeforeDedAmt
Distributable As Adjusted	$33,415	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$25,100	ExpensesAndContributionsAmt
Qualifying Distributions	$25,100	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$33,415	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$90,700	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$79,184	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$20,522	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1	$5,268	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$195,674	TotalExcessDistributionCyovAmt
Qualifying Distributions	$25,100	QualifyingDistributionsAmt
Applied To Current Year	$25,100	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$8,315	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$8,315	ExcessDistributionCyovAppCYAmt
Total Corpus	$187,359	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$82,385	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$104,974	ExcessDistriCyovToNextYrAmt
Excess From Year4	$79,184	ExcessFromYear4Amt
Excess From Year3	$20,522	ExcessFromYear3Amt
Excess From Year1	$5,268	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
SUN VALLEY SKI EDUCATION FOUNDATION
215 PICABO ST	KETCHUM	ID	83340	NONE	PUBLIC	UNRESTRICTED USE BY EXEMPT ORG	$1,000
VALLEY SCHOLARSHIP FUND
13601 WEST MCMILLAN RD	BOISE	ID	83713	NONE	PUBLIC	UNRESTRICTED USE BY EXEMPT ORG	$1,000	SUITE 102-305
SUN VALLEY MUSEUM OF ART
191 5TH STREET	KETCHUM	ID	83340	NONE	PUBLIC	UNRESTRICTED USE BY EXEMPT ORG	$500
CASA OF MERCED COUNTY
2824 PARK AVE A	MERCED	CA	95344	NONE	PUBLIC	UNRESTRICTED USE BY EXEMPT ORG	$600
CAL STATE STANISLAUS
ONE UNIVERSITY CIRCLE	TURLOCK	CA	95382	NONE	PUBLIC	UNRESTRICTED USE BY EXEMPT ORG.	$10,000
HAWAII COMMUNITY FOUNDATION
827 FORT STREET MALL	HONOLULU	HI	96813	NONE	PUBLIC	UNRESTRICTED USE BY EXEMPT ORG.	$10,000
CAMP RAINBOW GOLD
1120 S FIVE MILE RD	BOISE	ID	83709	NONE	PUBLIC	UNRESTRICTED USE BY EXEMPT ORG.	$1,000
HIGHER GROUND
120 SECOND AVE APT 206	KETCHUM	ID	83340	NONE	PUBLIC	UNRESTRICTED USE BY EXEMPT ORG.	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$25,100	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$44	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$18,930	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$6,759	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Exclusion	14	ExclusionCd
Exclusion	$1	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$25,734	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$25,734	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$2,778	Amt
Net Investment Income	$2,778	NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDesc	How AcquiredHowAcquiredTxt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt
NORTHERN TRUST COMPANY - SHORT	PURCHASE	$3,173	$3,159	$14
NORTHERN TRUST COMPANY - LONG	PURCHASE	$150,274	$150,739	-$465

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	INVESTMENTS HELD WITH NORTHERN TRUST	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$446,949	BookValueAmt
EOYFMV	$561,188	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$777	LegalFeesAmt
Net Investment Income	$777	NetInvestmentIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MISCELLANEOUS EXPENSES	$238	$238

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Revenue And Expenses Per Books	$1	RevenueAndExpensesPerBooksAmt
Net Investment Income	$1	NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$4,944	Amt
Net Investment Income	$4,944	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES PAID	CategoryTxt
Amt	$384	Amt
Net Investment Income	$384	NetInvestmentIncomeAmt

STEWART FAMILY FOUNDATION: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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