ELBRIDGE STUART FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ELBRIDGE STUART FOUNDATION (EIN 20-0882784)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349102660
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Reduction Explanation Statement
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T12:30:54-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942861940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BREGANTE COMPANY LLP CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 MONTGOMERY ST STE 1029 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | 200882784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELBRIDGE STUART FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | DBA STUART FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELBR | BusinessNameControlTxt |
| Phone | 4153931551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WASHINGTON STREET 8TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SOPHIE FANELLI | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4153939372 | PhoneNum |
| Signature | 2024-11-12 | 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 | Jennifer L Ruth | PreparerPersonNm |
| PTIN | P00854240 | PTIN |
| Phone | 4157771001 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $589,547,063 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $630 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $630 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,986,687 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,986,687 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,581,548 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $193,506,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,581,548 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,104,973 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,104,973 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $93,673,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,673,838 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,136,333 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $59,646 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,076,687 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,581,200 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $135,487 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,445,713 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $603,620 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $31,684 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $571,936 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $63,613 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $63,613 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $137,755 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $72,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $65,755 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,141,953 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,158,691 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $983,262 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,963,294 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,731 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $193,714 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $115,330 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $5,340 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,068,819 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $49,492 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,019,327 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $475,471 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $11,272 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $464,199 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $666,626 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,778 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $637,848 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,954,014 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,563,121 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,522,054 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,721,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,666,224 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,675,039 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,563,121 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,188,278 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,998,799 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,110,717 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,456,446 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $345,493 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $345,493 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $9,857,033 | AcctRcvblAmt |
| Acct Rcvbl BOY | $146,447 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $9,857,033 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $9,857,033 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,008,628 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $675,229 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $675,229 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $44,578,468 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,589,715 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,578,892 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $410,316,327 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $478,498,903 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $550,990,410 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,327,470 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,156,489 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $228,151 | LandBOYAmt |
| Land EOY | $170,981 | LandEOYAmt |
| Land EOYFMV | $170,981 | LandEOYFMVAmt |
| Other Assets BOY | $3,808,226 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,929,025 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,929,025 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $461,542,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $518,066,379 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $589,547,063 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $938,078 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,063,710 | AccountsPayableEOYAmt |
| Grants Payable BOY | $10,037,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $8,292,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $3,888,467 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,032,222 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $14,863,545 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,388,432 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $446,679,148 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $505,677,947 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $446,679,148 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $505,677,947 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $461,542,693 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $518,066,379 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $446,679,148 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,998,799 | ExcessRevenueOverExpensesAmt |
| Subtotal | $505,677,947 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $505,677,947 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALT INVESTMENTS REALIZED GAINS | P | 2010-01-01 | 2023-01-01 | $191,468,928 | $106,648,808 | $84,820,120 | $84,820,120 |
| NON-ALT INVESTMENTS REALIZED GAINS | P | 2010-01-01 | 2023-01-01 | $2,037,153 | $275,725 | $1,761,428 | $1,761,428 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,581,548 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,280,339 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,280,339 | SubtotalAmt |
| Tax Based On Investment Income | $1,280,339 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,981,488 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $36,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,017,488 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $737,149 | OverpaymentAmt |
| Applied To ES Tax | $737,149 | AppliedToESTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | 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 | HTTP://WWW.STUARTFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUART FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4153931551 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WASHINGTON ST SUITE 800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | 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 |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN BUOYMASTER | ||||||||
| 500 WASHINGTON ST 800 | SAN FRANCISCO | CA | 94111 | Director | 0.00 | $0 | ||
| DWIGHT L STUART JR | ||||||||
| 500 WASHINGTON ST 800 | SAN FRANCISCO | CA | 94111 | Chair & Dir. | 5.00 | $0 | ||
| WILLIAM BOUTIE LUCAS | ||||||||
| 500 WASHINGTON ST 800 | SAN FRANCISCO | CA | 94111 | Director | 0.00 | $0 | ||
| ELBRIDGE H STUART III | ||||||||
| 500 WASHINGTON ST 800 | SAN FRANCISCO | CA | 94111 | VICE-CHAIR | 5.00 | $0 | ||
| STUART LUCAS | ||||||||
| 500 WASHINGTON ST 800 | SAN FRANCISCO | CA | 94111 | VICE-CHAIR | 5.00 | $0 | ||
| SOPHIE FANELLI | ||||||||
| 500 WASHINGTON ST 800 | SAN FRANCISCO | CA | 94111 | President & Sec | 60.00 | $572,363 | $82,285 | $2,040 |
| SUSAN LUCAS | ||||||||
| 500 WASHINGTON ST 800 | SAN FRANCISCO | CA | 94111 | Director | 0.00 | $0 | ||
| BRAD SINK | ||||||||
| 500 WASHINGTON ST 800 | SAN FRANCISCO | CA | 94111 | Treasurer & CFO | 60.00 | $443,518 | $35,601 | $526 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERTA FURGER | ||||||||
| 500 WASHINGTON ST 800 | SAN FRANCISCO | CA | 94111 | SENIOR DIRECTOR | 60.00 | $230,000 | $60,883 | $1,426 |
| WENDY CHANG | ||||||||
| 500 WASHINGTON ST 800 | SAN FRANCISCO | CA | 94111 | PROGRAM DIR- DSYF | 60.00 | $259,871 | $76,834 | $1,032 |
| KENJI TREANOR | ||||||||
| 500 WASHINGTON ST 800 | SAN FRANCISCO | CA | 94111 | VP STRATEGY | 60.00 | $308,884 | $80,800 | $360 |
| DELIA REID | ||||||||
| 500 WASHINGTON ST 800 | SAN FRANCISCO | CA | 94111 | SR PROG&COM OFFIC | 60.00 | $206,977 | $74,014 | $784 |
| SUSAN KAGEHIRO | ||||||||
| 500 WASHINGTON ST 800 | SAN FRANCISCO | CA | 94111 | DIRECTOR PROGRAMS | 60.00 | $232,840 | $52,368 | $1,037 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 13 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST | |||||
| 50 SOUTH LASALLE STREET M-15 | CHICAGO | IL | 60603 | INVESTMENT MGMT. | $734,666 |
| MONTICELLO ASSOCIATES | |||||
| 1800 LARIMER STREET STE 2100 | DENVER | CO | 80202 | INVESTMENT MGMT. | $125,000 |
| WILKA CONSULTING LLC | |||||
| 362 CARRERA DRIVE | MILL VALLEY | CA | 94941 | CONSULTANTS | $215,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||
| 435 W 116TH STREET BOX-16 | NEW YORK | NY | 10027 | CONSULTANTS | $157,500 |
| SILCHESTER INTERNATIONAL INVESTORS | |||||
| 780 THIRD AVENUE 42ND FLOOR | NEW YORK | NY | 10017 | FUND MANAGEMENT | $226,303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 10 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOR SUPPORT OF HUMAN RESOURCES REQUIRED TO OPERATIONALIZE THE HIGH SCHOOL TRANSFORMATION INITIATIVE.THE PROJECT TITLE IS: HIGH SCHOOL TRANSFORMATION SUPPORT | Description1Txt |
| Expenses1 | $375,000 | Expenses1Amt |
| Description2 | FOR SUPPORT OF HUMAN RESOURCES REQUIRED TO OPERATIONALIZE THE PURPOSE OF EDUCATION INITIATIVE.PROJECT TITLE IS - PURPOSE OF EDUCATION SUPPORT | Description2Txt |
| Expenses2 | $250,000 | Expenses2Amt |
| Description3 | FOR SUPPORT OF HUMAN RESOURCES REQUIRED TO OPERATIONALIZE THE PURPOSE OF EDUCATION INITIATIVE.PROJECT TITLE IS - PURPOSE OF EDUCATION CONTINUED SUPPORT | Description3Txt |
| Expenses3 | $200,000 | Expenses3Amt |
| Description4 | TO PROVIDE RESOURCES TO CONVENE TECHNICAL ASSISTANCE PROVIDERS ACROSS HIGH SCHOOL TRANSFORMATION EFFORTS TO BUILD COHERENCE AND MORE EFFECTIVELY USE RESOURCES.PROJECT TITLE IS - CALIFORNIA TA PROVIDERS CONVENING #2 | Description4Txt |
| Expenses4 | $100,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $123,668,930 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $592,863 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $413,177,308 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $537,439,101 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $78,281,109 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $537,439,101 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,061,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $529,377,514 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,468,876 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,468,876 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,280,339 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,280,339 | TotalTaxAmt |
| Distributable Before Adj | $25,188,537 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,188,537 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,188,537 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,188,278 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $33,188,278 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,188,537 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,832,113 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,021,078 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,426,810 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,718,051 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,529,187 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,527,239 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,188,278 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,188,537 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,999,741 | RemainingDistriFromCorpusAmt |
| Total Corpus | $26,526,980 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,832,113 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,694,867 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,021,078 | ExcessFromYear4Amt |
| Excess From Year3 | $3,426,810 | ExcessFromYear3Amt |
| Excess From Year2 | $3,718,051 | ExcessFromYear2Amt |
| Excess From Year1 | $3,529,187 | ExcessFromYear1Amt |
| Excess From Current Year | $7,999,741 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SOPHIE FANELLI PRESIDENT STUART FDN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WASHINGTON ST 800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4153931551 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION PROCESS-Foundation goals and strategies are on website.Foundation staff responds to inquiries from applicants, reviews written requests, and solicits proposals from organizations working within specified areas.Program Officers conduct the necessary due diligence and help applicants strengthen their proposals.The Board of the Stuart Foundation evaluates proposals. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Dependent upon Board meeting dates. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ELIGIBLE ORGANIZATIONS MUST QUALIFY AS A LEGAL ENTITY AND MUST, IN MOST CASES, HAVE CURRENT TAX-EXEMPT STATUS AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OTHER THAN PRIVATE FOUNDATIONS. THE STUART FOUNDATION DOES NOT FUND CAPITAL CAMPAIGNS OR PROJECTS WHOSE BENEFICIARIES ARE OUTSIDE THE STATES OF CALIFORNIA AND WASHINGTON. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See Statement 20 | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ADDRESS AS SHOWN IN STATEMENT 19 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | See statement 19 | GrantOrContributionPurposeTxt |
| Amt | $25,666,224 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,666,224 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See statement 21 | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ADDRESS AS SHOWN IN STATEMENT 20 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | See Statement 20 | GrantOrContributionPurposeTxt |
| Amt | $8,292,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,292,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $630 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,986,687 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,581,548 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME/EXPENSE | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,104,973 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $93,673,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,673,838 | 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 | $137,755 | Amt |
| Net Investment Income | $72,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $65,755 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL FULLAN ENTERPRISES INC | PersonNm |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 498 ST CLAIR AVENUE EAST | AddressLine1Txt |
| Province Or State | TORONTO | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | ONTARIO | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-08-22 | GrantDt |
| Grant | $150,000 | GrantAmt |
| Purpose Of Grant | SUPPORT CONTINUED TRANSFORMATION OF CA EDUCATION SYSTEM | PurposeOfGrantTxt |
| Expended By Grantee | $150,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | No | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 1/31/2024 and 10/31/2024 | DatesOfReportsByGranteeTxt |
| Results Of Verification | We do not have any reason to doubt the validity of Michael Fullan's reports, therefore no verification was necessary. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INTERNATIONAL EQUITIES | StockNm |
| EOY Book Value | $25,589,715 | EOYBookValueAmt |
| EOYFMV | $24,578,892 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | AT COST | $449,462,734 | $521,874,060 |
| SHORT TERM INVESTMENTS | AT COST | $29,039,684 | $29,116,350 |
| MISCELLANEOUS ADJUSTMENT | AT COST | $3,515 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $1,022,301 | $1,019,786 | $2,515 | $2,515 |
| Machinery and Equipment | $944,658 | $789,546 | $155,112 | $155,112 |
| Improvements | $3,360,511 | $3,347,157 | $13,354 | $13,354 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $63,613 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $63,613 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSET | Desc |
| BOY Book Value | $3,808,226 | BOYBookValueAmt |
| EOY Book Value | $2,929,025 | EOYBookValueAmt |
| EOYFMV | $2,929,025 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMUNICATIONS TECHNOLOGY | $156,991 | $7,270 | $149,722 |
| INSURANCE | $69,515 | $3,219 | $66,296 |
| MAINTENANCE/REPAIRS | $44,484 | $2,060 | $42,424 |
| MEMBERSHIP DUES | $9,715 | $450 | $9,265 |
| MISCELLANEOUS | $7,899 | $366 | $7,533 |
| OFFICE FURNITURE$2500 | $9,511 | $440 | $9,070 |
| OFFICE SUPPLIES & PRINTING | $42,727 | $1,979 | $40,749 |
| POSTAGE | $3,518 | $162 | $3,355 |
| RECRUITING | $45,137 | $45,137 | |
| STAFF/PROFESSIONAL DEVELOPMENT | $100,193 | $4,639 | $95,553 |
| SUBSCRIPTIONS/BOOKS | $5,301 | $245 | $5,056 |
| TEMPS | $171,635 | $7,948 | $163,688 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME/EXPENSE | Desc |
| Revenue And Expenses Per Books | $1,104,973 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMPUTER SERVICES | $127,595 | $5,908 | $0 | $121,687 |
| CONSULTING FEES | $861,575 | $0 | $0 | $861,575 |
| INVESTMENT MANAGEMENT FEE | $1,152,783 | $1,152,783 | $0 | $0 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | Description: ALTERNATIVE INVESTMENTS Percentage: 91.0 Asset FMV: XXX-XX-XXXX Discount: 78281109 Explanation: Alternative investments include limited partnerships, limited liability companies and offshore investment funds. Although each investment is different, the majority of the alternative investments start out for a 10-year period with one-year extension options for another two or three years. Redemption terms and restrictions vary between each investment. The restrictions include lockup periods and notification requirements. Liquidation is generally limited to a sale to the fund manager or to distributions from the fund. | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $1,758,849 | ||
| PAYROLL TAXES | $204,445 | $10,731 | $193,714 |