WILLIAM G STEWART FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM G STEWART FAMILY FOUNDATION INC (EIN 52-2165295)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-10
- IRS object ID
- 202321309349102327
- Schema version
- 2022v5.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T10:35:42-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-03 | 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 | 2023-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,045,675 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,472 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,837 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $89,638 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,917 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $13,389 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,754 | 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 | $3,114 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,114 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,491 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,491 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,699 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $46 | 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 | $8,304 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,537 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,114 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,304 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,537 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,114 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,915 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,217 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $40,853 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,870 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,870 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $822,235 | CorporateStockBOYAmt |
| Corporate Stock EOY | $785,891 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,028,805 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $863,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $802,761 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,045,675 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $863,088 | CapitalStockBOYAmt |
| Capital Stock EOY | $802,761 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $863,088 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $802,761 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $863,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $802,761 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $863,088 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,915 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $803,173 | SubtotalAmt |
| Other Decreases | $412 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $802,761 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 20. DOCUSIGN INC COM | 2021-12-03 | 2022-01-07 | $2,822 | $2,825 | -$3 | -$3 | |
| 25. SPOTIFY TECHNOLOGY SA | 2021-08-19 | 2022-02-16 | $4,085 | $5,130 | -$1,045 | -$1,045 | |
| 4. SHOPIFY INC A | 2021-01-29 | 2022-03-22 | $2,714 | $4,361 | -$1,647 | -$1,647 | |
| 5. WALT DISNEY CO. | 2021-05-14 | 2022-04-06 | $662 | $863 | -$201 | -$201 | |
| 25. WALT DISNEY CO. | 2021-01-29 | 2022-04-06 | $3,308 | $3,661 | -$353 | -$353 | |
| 2. AMERIPRISE FINL INC | 2019-10-15 | 2022-04-21 | $595 | $279 | $316 | $316 | |
| 5. APPLE COMPUTER INC. | 2019-10-15 | 2022-04-21 | $849 | $296 | $553 | $553 | |
| 9. DOW INC | 2021-09-17 | 2022-04-21 | $630 | $519 | $111 | $111 | |
| 1. DOW INC | 2019-10-15 | 2022-04-21 | $70 | $47 | $23 | $23 | |
| 6. J P MORGAN CHASE & CO | 2019-10-15 | 2022-04-21 | $790 | $716 | $74 | $74 | |
| 200. NOMAD FOODS LTD | 2020-09-01 | 2022-05-03 | $3,725 | $4,938 | -$1,213 | -$1,213 | |
| 3. SHOPIFY INC A | 2022-02-16 | 2022-05-06 | $1,136 | $2,197 | -$1,061 | -$1,061 | |
| 3. SHOPIFY INC A | 2020-12-15 | 2022-05-06 | $1,136 | $3,222 | -$2,086 | -$2,086 | |
| 26. CISCO SYSTEMS | 2019-10-15 | 2022-05-19 | $1,075 | $1,198 | -$123 | -$123 | |
| 7. JOHNSON & JOHNSON | 2019-10-15 | 2022-05-19 | $1,213 | $936 | $277 | $277 | |
| 4. MICROSOFT CORP. | 2019-10-15 | 2022-05-19 | $1,015 | $563 | $452 | $452 | |
| 100. AZEK CO INC CL A | 2021-08-09 | 2022-05-20 | $1,894 | $3,728 | -$1,834 | -$1,834 | |
| 25. BALL CORP COM NPV | 2021-08-19 | 2022-05-20 | $1,716 | $2,311 | -$595 | -$595 | |
| 15. ABBVIE INC | 2020-09-01 | 2022-06-03 | $2,219 | $1,435 | $784 | $784 | |
| 5. ERIE INDEMNITY CO | 2019-10-15 | 2022-06-13 | $861 | $914 | -$53 | -$53 | |
| 30. REYNOLDS CONSUMER PRODS I | 2020-09-14 | 2022-06-13 | $780 | $974 | -$194 | -$194 | |
| 6. ERIE INDEMNITY CO | 2020-02-25 | 2022-06-14 | $1,044 | $1,028 | $16 | $16 | |
| 100. AZEK CO INC CL A | 2022-03-22 | 2022-06-16 | $1,582 | $2,781 | -$1,199 | -$1,199 | |
| 3. REYNOLDS CONSUMER PRODS I | 2020-09-10 | 2022-06-17 | $75 | $97 | -$22 | -$22 | |
| 32. REYNOLDS CONSUMER PRODS I | 2020-09-15 | 2022-06-21 | $801 | $1,037 | -$236 | -$236 | |
| 38. REYNOLDS CONSUMER PRODS I | 2020-10-30 | 2022-06-21 | $956 | $1,091 | -$135 | -$135 | |
| 3. AUTOMATIC DATA PROCESSING INC. | 2019-10-15 | 2022-08-18 | $782 | $492 | $290 | $290 | |
| 50. BALL CORP COM NPV | 2021-06-09 | 2022-08-23 | $3,051 | $4,047 | -$996 | -$996 | |
| 1. BOOKING HOLDINGS INC | 2022-06-03 | 2022-08-31 | $1,892 | $2,334 | -$442 | -$442 | |
| 5. BRIGHT HORIZONS FAMILY SOLUT | 2022-05-06 | 2022-08-31 | $345 | $431 | -$86 | -$86 | |
| 25. BRIGHT HORIZONS FAMILY SOLUT | 2020-09-01 | 2022-08-31 | $1,727 | $3,318 | -$1,591 | -$1,591 | |
| 8. BEST BUY COMPANY INC | 2021-11-30 | 2022-09-15 | $582 | $859 | -$277 | -$277 | |
| 19. CISCO SYSTEMS | 2019-10-15 | 2022-10-05 | $791 | $876 | -$85 | -$85 | |
| 3. APPLE COMPUTER INC. | 2019-10-15 | 2022-11-02 | $449 | $178 | $271 | $271 | |
| 10. MERCK &CO. INC COM | 2019-10-15 | 2022-11-02 | $1,005 | $810 | $195 | $195 | |
| 35. BLACKSTONE GROUP INC CLASS A | 2020-09-01 | 2022-11-07 | $3,219 | $1,763 | $1,456 | $1,456 | |
| 8. AUTODESK INC | 2020-09-01 | 2022-11-17 | $1,720 | $1,984 | -$264 | -$264 | |
| 524.384 BROWN ADVISORY GLOBAL LEADERS INSTL | 2021-01-22 | 2022-11-23 | $10,094 | $10,886 | -$792 | -$792 | |
| 381.874 BROWN ADVISORY GLOBAL LEADERS INSTL | 2021-01-22 | 2022-12-01 | $7,542 | $7,928 | -$386 | -$386 | |
| 128.535 BROWN ADVISORY GLOBAL LEADERS INSTL | 2021-01-22 | 2022-12-06 | $2,476 | $2,668 | -$192 | -$192 | |
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,210 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,917 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $128 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $128 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $128 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $868 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $868 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $740 | OverpaymentAmt |
| Applied To ES Tax | $740 | 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 | $1,131,892 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,647 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,158,539 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,158,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,378 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,141,161 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,058 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,058 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $128 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $128 | TotalTaxAmt |
| Distributable Before Adj | $56,930 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,930 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,930 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,114 | 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 | $68,114 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,930 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $63,638 | 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 | $68,114 | QualifyingDistributionsAmt |
| Applied To Year1 | $63,638 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,476 | 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 | $52,454 | 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 (34 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 |
|---|---|---|---|---|---|---|---|---|
| IRVINE NATURE CENTER | ||||||||
| 11201 GARRISON FOREST ROAD | OWINGS MILLS | MD | 21117 | NONE | PC | PROGRAM SUPPORT | $500 | |
| 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 | |
| WATERLOO GREENWAY CONSERVANCY | ||||||||
| 1111 RED RIVER ST | Austin | TX | 78701 | NONE | PC | PROGRAM SUPPORT | $750 | |
| ST THOMAS CHURCH | ||||||||
| 232 ST THOMAS LANE | OWINGS MILLS | MD | 21117 | NONE | PC | PROGRAM SUPPORT | $4,250 | |
| JEWISH FAMILY & CHILDRENS SERVICES | ||||||||
| 1430 MAIN ST | Waltham | MA | 02451 | NONE | PC | PROGRAM SUPPORT | $3,000 | |
| SCIENCE CLUB FOR GIRLS | ||||||||
| 136 MAGAZINE ST | Cambridge | MA | 02139 | NONE | PC | PROGRAM SUPPORT | $3,000 | |
| JOHNS HOPKINS SCHOOL OF NURSING | ||||||||
| 525 N WOLFE ST | Baltimore | MD | 21205 | NONE | PC | PROGRAM SUPPORT | $2,500 | ANNA D WOLF PROFESSORSHIP |
| HEALTH CARE FOR THE HOMELESS | ||||||||
| PO BOX 17025 | BALTIMORE | MD | 212970191 | NONE | PC | PROGRAM SUPPORT | $500 | |
| THE THINKERY AUSTIN | ||||||||
| 1830 SIMOND AVENUE | AUSTIN | TX | 78723 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| AUSTIN DIAPER BANK | ||||||||
| 2210 DENTON DRIVE SUITE 103 | AUSTIN | TX | 78758 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ALL SAINTS CHURCH | ||||||||
| 7808 RIALTO BLVD | AUSTIN | TX | 78735 | NONE | PC | PROGRAM SUPPORT | $3,500 | |
| NORTHWEST HILLS UNITED METHODIST | ||||||||
| 7050 VILLAGE CENTER | AUSTIN | TX | 78731 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNIVERSITY OF VIRGINIA | ||||||||
| 1215 LEE STREET | CHARLOTTESVILLE | VA | 22908 | NONE | PC | PROGRAM SUPPORT | $500 | |
| MICHAEL J FOX FOUNDATION | ||||||||
| 20 EXCHANGE PL | NEW YORK | NY | 10005 | NONE | PC | PROGRAM SUPPORT | $1,000 | IN MEMORY OF RICHARD C RIGGS |
| THREAD | ||||||||
| PO BOX 1584 | BALTIMORE | ME | 21203 | NONE | PC | PROGRAM SUPPORT | $1,000 | IN MEMORY OF RICHARD C RIGGS |
| VALLEY'S PLANNING COUNCIL INC | ||||||||
| 118 WEST PENNSYLVANIA AVENUE | TOWSON | MD | 21204 | NONE | PC | PROGRAM SUPPORT | $4,500 | |
| THE EVANGELICAL ALLIANCE MISSION | ||||||||
| PO BOX 1683 | CAROL STREAM | IL | 601321683 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| BOTANICAL GARDEN OF THE PIEMONT | ||||||||
| PO BOX 6224 | CHARLOTTESVILLE | VA | 22906 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| MARYLAND FOOD BANK INC | ||||||||
| 2200 HALETHORPE FARMS ROAD | Baltimore | MD | 21227 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE MAIL STOP 76 | Memphis | TN | 38105 | NONE | PC | PROGRAM SUPPORT | $500 | |
| PENFIELD PUBLIC LIBRARY FOUNDATION | ||||||||
| 1985 BAIRD RD | Penfield | NY | 14526 | NONE | PC | PROGRAM SUPPORT | $500 | |
| VILLA ACADEMY | ||||||||
| 5001 NE 50TH ST | Seattle | WA | 98105 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| STEPHEN SILLER TUNNEL TO | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| ROOM TO GROW | ||||||||
| 424 E 147TH STREET FL 5 | BRONX | NY | 104554104 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| 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 | $5,000 | |
| REACH BEYOND DOMESTIC VIOLENCE INC | ||||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| THE CONTEMPORARY ART MUSEUM INC | ||||||||
| 3809 WEST 35TH STREET | AUSTIN | TX | 78703 | NONE | PC | PROGRAM SUPPORT | $900 | |
| HABITAT FOR HUMANITY OF | ||||||||
| 3741 COMMERCE DR 309 | BALTIMORE | MD | 21227 | NONE | PC | PROGRAM SUPPORT | $1,250 | THE CHESAPEAKE INC |
| PRINCETON UNIVERSITY | ||||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| PAUL'S PLACE | ||||||||
| 1118 WARD STREET | BALTIMORE | MD | 21230 | NONE | PC | PROGRAM SUPPORT | $6,500 | WILLIAM MCLENNAN EX DIR |
| GILMAN SCHOOL | ||||||||
| 5407 ROLAND AVE | BALTIMORE | MD | 21210 | NONE | PC | PROGRAM SUPPORT | $3,850 | |
| WBUR 909 FM | ||||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,472 | 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 | $3,917 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,389 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,389 | 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 | $3,114 | Amt |
| Disbursements Charitable Prps | $3,114 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY MUTUAL FUNDS | $472,404 | $664,903 |
| FOREIGN STOCKS | $31,173 | $37,129 |
| COMMON STOCKS | $279,707 | $324,083 |
| PREF. STOCK | $2,607 | $2,690 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $412 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES-PRIN | $3,490 | $3,490 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $1 | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $46 | $46 | $0 |
| STATE INCOME TAXES - PRINCIPAL | $150 | $0 | $0 |
| FEDERAL EXCISE TAX | $635 | $0 | $0 |
| QUARTERLY TAX DEPOSIT | $868 | $0 | $0 |
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