STEWART FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STEWART FOUNDATION (EIN 95-4646884)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-08-22
- IRS object ID
- 202412359349100201
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-22T07:44:08-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARD R NYHUS JR & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11661 SAN VICENTE BLVD 310 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954646884 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWART FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WARD R NYHUS JR & CO | InCareOfNm |
| Business Name Control | STEW | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3260 Hutton Drive | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY PAUL | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 3102852326 | PhoneNum |
| Signature | 2025-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | WARD R NYHUS JR | PreparerPersonNm |
| PTIN | P01325619 | PTIN |
| Phone | 3102071186 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,012,298 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73,303 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,303 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $172,508 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,985,797 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $172,508 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $46,300 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $46,300 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $292,124 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $292,124 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,088 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,544 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,544 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $71,813 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,813 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,883 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,883 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $123 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $144,907 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,513 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,394 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $370,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $370,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $514,907 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,513 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $421,394 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$222,783 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $198,611 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $70,334 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $88,444 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $88,444 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,095,226 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,854,333 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,923,854 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,165,560 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,942,777 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,012,298 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,165,560 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,942,777 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,165,560 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,942,777 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,165,560 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,942,777 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,165,560 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$222,783 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,942,777 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,942,777 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (73 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5000 CITI CI AUTO AMZN | P | 2022-09-28 | 2023-07-03 | $50,000 | $50,000 | ||
| 50000 UBS CI AUTO BX | P | 2023-04-19 | 2023-07-24 | $50,000 | $50,000 | ||
| 7500 CS JUMP KHC | P | 2021-07-29 | 2023-08-03 | $75,000 | $75,000 | ||
| 60000 UBS CI AUTO BX | P | 2023-06-16 | 2023-09-21 | $60,000 | $60,000 | ||
| 60000 UBS CI AUTO MET | P | 2023-05-31 | 2023-09-06 | $60,000 | $60,000 | ||
| 50000 BNS CI AUTO GOOGL | P | 2023-07-14 | 2023-10-19 | $50,000 | $50,000 | ||
| 50000 BNS CI AUTO AMZN | P | 2023-08-03 | 2023-11-08 | $50,000 | $50,000 | ||
| 5000 GS CI AUTO DOCU | P | 2021-10-20 | 2023-12-26 | $10,594 | $50,000 | -$39,406 | -$39,406 |
| 5000 JPM CI AUTO PYPL | P | 2021-08-03 | 2023-12-26 | $11,094 | $50,000 | -$38,906 | -$38,906 |
| 60000 BCS CI AUTO NVDA | P | 2023-09-26 | 2024-01-02 | $60,000 | $60,000 | ||
| 50000 CITI CI AUTO SCHW | P | 2023-06-28 | 2024-01-03 | $50,000 | $50,000 | ||
| 50000 UBS CI AUTO BA | P | 2023-07-21 | 2024-01-25 | $50,000 | $50,000 | ||
| 50000 UBS CI AUTO DHR | P | 2023-10-23 | 2024-01-26 | $50,000 | $50,000 | ||
| 50000 UBS CI AUTO MET | P | 2023-11-17 | 2024-02-23 | $50,000 | $50,000 | ||
| 50000 BCS CI AUTO SCHW | P | 2024-01-05 | 2024-04-10 | $50,000 | $50,000 | ||
| 50000 JPM CI AUTO NVDA | P | 2023-12-28 | 2024-04-03 | $50,000 | $50,000 | ||
| 6000 GS CI AUTO C | P | 2021-04-30 | 2024-05-03 | $60,000 | $60,000 | ||
| 5000 GS CI AUTO QCOM | P | 2022-02-28 | 2024-05-31 | $50,000 | $50,000 | ||
| 5000 GS CI AUTO LYB | P | 2021-06-11 | 2024-06-14 | $50,000 | $50,000 | ||
| 5000 GS CI AUTO C | P | 2024-02-29 | 2024-06-03 | $50,000 | $50,000 | ||
| 133 FORTREA HOLDINGS INC | P | 2016-07-19 | 2023-07-14 | $4,228 | $2,630 | $1,598 | $1,598 |
| 111 PHINIA INC | P | 2016-07-19 | 2023-07-05 | $3,146 | $2,261 | $885 | $885 |
| 339 BLACK KNIGHT INC | P | 2016-07-19 | 2023-08-29 | $25,655 | $12,980 | $12,675 | $12,675 |
| 118 D R HORTON INC | P | 2016-07-19 | 2023-09-07 | $13,762 | $4,014 | $9,748 | $9,748 |
| 82 TJX COS INC | P | 2016-07-19 | 2023-09-07 | $7,506 | $3,252 | $4,254 | $4,254 |
| 0.47 NEXTRACKER INC A | P | 2016-07-19 | 2024-01-03 | $20 | $9 | $11 | $11 |
| 3363 SABRE CORP COM | P | 2019-04-03 | 2024-04-11 | $8,744 | $41,473 | -$32,729 | -$32,729 |
| 3 AIR PROD & CHEM | P | 2021-02-22 | 2023-07-26 | $910 | $797 | $113 | $113 |
| 6 AMERICAN EXPRESS CO | P | 2021-08-19 | 2023-07-24 | $1,006 | $951 | $55 | $55 |
| 39 APPLE INC | P | 2013-01-15 | 2023-07-24 | $7,549 | $686 | $6,863 | $6,863 |
| 13 EATON CORP PLC | 2015-07-16 | 2023-07-26 | $2,630 | $728 | $1,902 | $1,902 | |
| 35 GENERAL ELECTRIC CO | P | 1998-09-11 | 2023-07-26 | $4,005 | $5,738 | -$1,733 | -$1,733 |
| 28 JOHNSON & JOHNSON | P | 2021-02-02 | 2023-07-24 | $4,821 | $4,549 | $272 | $272 |
| 19 LYONDELLEBASELL NV A | P | 2017-12-06 | 2023-07-26 | $1,798 | $1,990 | -$192 | -$192 |
| 6 MICROSOFT CORP | P | 2021-02-22 | 2023-07-24 | $2,067 | $1,410 | $657 | $657 |
| 146 NVIDIA CORP | P | 2018-10-23 | 2023-07-20 | $67,288 | $5,792 | $61,496 | $61,496 |
| 57 ORACLE CORP | P | 2021-02-22 | 2023-07-24 | $6,688 | $3,691 | $2,997 | $2,997 |
| 143 PALO ALTO NETWORKS INC | P | 2021-02-22 | 2023-07-20 | $34,749 | $14,896 | $19,853 | $19,853 |
| 399 PAYPAL HLDGS INC | P | 2021-11-11 | 2023-07-26 | $29,156 | $79,382 | -$50,226 | -$50,226 |
| 9 PROCTER & GAMBLE | P | 2009-11-24 | 2023-07-26 | $1,386 | $1,013 | $373 | $373 |
| 86 UBER TECHNOLOGIES INC | P | 2022-02-11 | 2023-07-24 | $4,077 | $3,252 | $825 | $825 |
| 27 BLACKSTONE INC | P | 2023-03-21 | 2023-07-26 | $2,816 | $2,308 | $508 | $508 |
| 477 CELANESE CORP A | P | 2014-10-15 | 2023-09-13 | $58,792 | $34,941 | $23,851 | $23,851 |
| 181 AFLAC INC | P | 2011-05-23 | 2023-10-25 | $14,210 | $4,542 | $9,668 | $9,668 |
| 116 PALO ALTO NETWORKS INC | P | 2020-04-06 | 2023-10-25 | $28,785 | $7,283 | $21,502 | $21,502 |
| 47 AMAZON INC | P | 2021-02-22 | 2023-12-11 | $6,853 | $7,492 | -$639 | -$639 |
| 18 MICROSOFT CORP | P | 2021-02-22 | 2023-12-11 | $6,655 | $4,229 | $2,426 | $2,426 |
| 1673 PFIZER INC | P | 2021-04-13 | 2023-12-21 | $47,134 | $62,029 | -$14,895 | -$14,895 |
| 350 UBER TECHNOLOGIES INC | P | 2022-02-11 | 2023-12-11 | $21,812 | $13,236 | $8,576 | $8,576 |
| 183 PFIZER INC | P | 2023-10-25 | 2023-12-21 | $5,156 | $5,590 | -$434 | -$434 |
| 1659 UBER TECHNOLOGIES INC | P | 2022-02-11 | 2024-01-02 | $99,622 | $58,526 | $41,096 | $41,096 |
| 22 EATON CORP PLC | P | 2015-07-16 | 2024-02-01 | $5,769 | $1,232 | $4,537 | $4,537 |
| 11 NVIDIA CORP | P | 2018-11-29 | 2024-02-01 | $7,167 | $434 | $6,733 | $6,733 |
| 3687 TOAST INC A | P | 2023-02-17 | 2024-02-16 | $82,040 | $74,919 | $7,121 | $7,121 |
| 0.25 GE VERNOVA LLC | P | 1998-09-11 | 2024-04-02 | $31 | $33 | -$2 | -$2 |
| 85 AMAZON COM INC | P | 2021-02-22 | 2024-05-29 | $15,529 | $13,524 | $2,005 | $2,005 |
| 27 AMERICAN EXPRESS CO | P | 2021-08-19 | 2024-05-29 | $6,377 | $4,281 | $2,096 | $2,096 |
| 69 BLACKSTONE INC | P | 2023-03-21 | 2024-05-29 | $8,033 | $5,772 | $2,261 | $2,261 |
| 120 EATON CORP PLC | P | 2015-07-16 | 2024-05-29 | $40,217 | $6,721 | $33,496 | $33,496 |
| 118 GE AEROSPACE NEW | P | 2003-01-15 | 2024-05-29 | $19,557 | $15,162 | $4,395 | $4,395 |
| 5 NVIDIA CORP | P | 2018-11-29 | 2024-05-29 | $5,685 | $197 | $5,488 | $5,488 |
| 332 SNOWFLAKE INC CL A | P | 2022-01-05 | 2024-05-08 | $52,462 | $87,075 | -$34,613 | -$34,613 |
| 181 ADOBE INC | P | 2023-05-04 | 2024-06-11 | $82,869 | $60,457 | $22,412 | $22,412 |
| 346 INTERACTIVE BROKERS GROUP | P | 2018-12-31 | 2023-09-18 | $31,376 | $21,389 | $9,987 | $9,987 |
| 54 LENNOX INTL INC | P | 2017-03-13 | 2023-11-01 | $20,593 | $9,042 | $11,551 | $11,551 |
| 89.18 EXPONENT INC | P | 2020-06-10 | 2024-01-31 | $8,048 | $8,943 | -$895 | -$895 |
| 34.121 ANSYS INC | P | 2016-07-19 | 2024-02-22 | $11,657 | $3,080 | $8,577 | $8,577 |
| 87.82 EXPONENT INC | P | 2022-03-21 | 2024-02-01 | $7,839 | $8,869 | -$1,030 | -$1,030 |
| 115 ALLEGION PUB LTD CO | P | 2020-03-12 | 2024-04-22 | $14,548 | $12,334 | $2,214 | $2,214 |
| 47 NORDSON CP | P | 2016-07-19 | 2024-04-22 | $12,343 | $4,039 | $8,304 | $8,304 |
| 91.879 ANSYS INC | P | 2016-07-19 | 2024-06-17 | $29,989 | $8,294 | $21,695 | $21,695 |
| 80 BENTLEY SYS INC B | P | 2021-02-05 | 2024-06-05 | $4,068 | $3,743 | $325 | $325 |
| 41 EQUIFAX INC | P | 2020-09-02 | 2024-06-05 | $9,886 | $7,079 | $2,807 | $2,807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $172,508 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,761 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,761 | SubtotalAmt |
| Tax Based On Investment Income | $2,761 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,761 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARD R NYHUS JR & CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102071186 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11661 SAN VICENTE BLVD 310 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| KELLY STEWART HARCOURT | ||||||||
| 3260 Hutton Drive | Beverly Hills | CA | 90210 | TRUSTEE | 0 | $0 | $0 | $0 |
| JUDY STEWART MERRILL | ||||||||
| 3260 Hutton Drive | Beverly Hills | CA | 90210 | TRUSTEE | 0 | $0 | $0 | $0 |
| GREGORY M PAUL | ||||||||
| 3260 Hutton Drive | Beverly Hills | CA | 90210 | TRUSTEE | 0 | $65,000 | $0 | $0 |
| JAMES MCLEAN | ||||||||
| 3260 Hutton Drive | Beverly Hills | CA | 90210 | TRUSTEE | 0 | $0 | $0 | $0 |
| 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 | $6,509,576 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,073 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,602,649 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,602,649 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,040 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,503,609 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $325,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $325,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,761 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,761 | TotalTaxAmt |
| Distributable Before Adj | $322,419 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $322,419 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $322,419 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $421,394 | 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 | $421,394 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $322,419 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,903 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,903 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $421,394 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $322,419 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $98,975 | RemainingDistriFromCorpusAmt |
| Total Corpus | $149,878 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $149,878 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $50,903 | ExcessFromYear1Amt |
| Excess From Current Year | $98,975 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JAMES M STEWART MUSEUM FOUNDATION | |||||||
| PO BOX 1 | INDIANA | PA | 15701 | NONE | PC | MUSEUM | $35,000 |
| VIP EDUCATION FUND | |||||||
| 1802 E THOMAS ROAD SUITE 15 | PHOENIX | AZ | 85016 | NONE | PC | EDUCATION | $10,000 |
| HEARTLAND FILM FESTIVAL | |||||||
| 200 S MERIDIAN STREET 220 | INDIANAPOLIS | IN | 46225 | NONE | PC | CHARITABLE | $30,000 |
| CA WATER IMPACT | |||||||
| 808 ROMERO CANYON ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | CHARITABLE | $100,000 |
| FACE FORWARD INC | |||||||
| 9735 WILSHIRE BLVD 300 | BEVERLY HILLS | CA | 90212 | NONE | PC | CHARITABLE | $25,000 |
| WILD EARTH ALLIES | |||||||
| 2 WISCONSIN CIRCLE SUITE 900 | CHEVY CHASE | MD | 20815 | NONE | PC | CHARITABLE | $20,000 |
| REUSE ALLIANCE | |||||||
| 3255 SANTA ROSA AVENUE | SANTA ROSA | CA | 95407 | NONE | PC | CHARITABLE | $10,000 |
| ENGENDER HEALTH | |||||||
| 505 9TH STREET NW SUITE 601 | WASHINGTON | DC | 20004 | NONE | PC | CHARITABLE | $10,000 |
| CITY OF HOPE | |||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | CHARITABLE | $40,000 |
| ST JOHN'S HEALTH CENTER | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | PC | CHARITABLE | $5,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | NONE | PC | CHARITABLE | $25,000 |
| GORRILLA DOCTORS | |||||||
| PO BOX 356 | DAVIS | CA | 95617 | NONE | PC | CHARITABLE | $50,000 |
| ICA CRISTO REY ACADEMY | |||||||
| 3625 24TH STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $370,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,303 | 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 | $172,508 | 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 | OTHER INCOME - MORGAN STANLEY | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $46,300 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $292,124 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $292,124 | 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 | CategoryTxt |
| Amt | $5,088 | Amt |
| Net Investment Income | $2,544 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,544 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $3,854,333 | EOYBookValueAmt |
| EOYFMV | $6,923,854 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIO PERIOD ADJUSTMENTS | Desc |
| Amt | $0 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CA REGISTRATION FEES | $100 | $100 | |
| SERVICE FEE | $23 | $23 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME - MORGAN STANLEY | Desc |
| Revenue And Expenses Per Books | $46,300 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $46,300 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $71,813 | Amt |
| Net Investment Income | $71,813 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| U.S. TREASURY | $2,782 | $2,782 |
| FOREIGN TAX PAID | $101 | $101 |
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