STEWART FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: STEWART FAMILY FOUNDATION (EIN 77-0512105)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-14
IRS object ID: 202333189349102708
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
Gain Loss Sale Other Assets Sch
Investments Other Schedule2
Legal Fees Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-14T12:09:34-05:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

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

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	770512105	EIN

Business Name BusinessName

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

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT R STEWART	PersonNm
Person Title	SECRETARY	PersonTitleTxt
Phone	2095815266	PhoneNum
Signature	2023-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Field	Value	IRS element (for citing)
SSN	999009999	SSN

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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PRESTON L OSBOURN II	PreparerPersonNm
PTIN	P01599943	PTIN
Phone	2095274220	PhoneNum
Preparation	2023-11-13	PreparationDt

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	$656,499	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$38	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$38	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$15,903	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$15,903	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$9,756	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$115,017	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$7,664	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$110	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$110	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$25,807	TotalRevAndExpnssAmt
Total Net Invst Incm	$23,715	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$12,000	CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss	$438	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$438	LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss	$2,748	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,748	AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss	$4,433	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$4,433	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$442	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$442	TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$20,061	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$8,061	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$39,200	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$39,200	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$59,261	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$8,061	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$39,200	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$33,454	ExcessRevenueOverExpensesAmt
Net Investment Income	$15,654	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$148,531	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$118,341	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$118,341	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$482,358	OtherInvestmentsBOYAmt
Other Investments EOY	$479,094	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$538,158	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$630,889	TotalAssetsBOYAmt
Total Assets EOY	$597,435	TotalAssetsEOYAmt
Total Assets EOYFMV	$656,499	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$630,889	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$597,435	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$630,889	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$597,435	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$630,889	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$597,435	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$630,889	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$33,454	ExcessRevenueOverExpensesAmt
Subtotal	$597,435	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$597,435	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$7,664	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$218	InvestmentIncomeExciseTaxAmt
Subtotal	$218	SubtotalAmt
Tax Based On Investment Income	$218	TaxBasedOnInvestmentIncomeAmt
Tax Due	$218	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
MELINDA STEWART WILBUR
PO BOX 7720	KETCHUM	ID	83340	PRESIDENT	000.00	$0	$0	$0
JANA E STEWART-CEZAR
PO BOX 7720	KETCHUM	ID	83340	VICE PRESIDE	000.00	$0	$0	$0
DONALD J STEWART JR
PO BOX 7720	KETCHUM	ID	83340	VICE PRESIDE	000.00	$0	$0	$0
ANDREA J STEWART
PO BOX 7720	KETCHUM	ID	83340	CFO	000.00	$0	$0	$0
ROBERT R STEWART
PO BOX 7720	KETCHUM	ID	83340	SECRETARY	1.00	$12,000	$0	$0

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

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

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$572,993	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$120,403	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$693,396	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$693,396	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$10,401	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$682,995	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$34,150	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$34,150	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$218	TaxBasedOnInvestmentIncomeAmt
Total Tax	$218	TotalTaxAmt
Distributable Before Adj	$33,932	DistributableBeforeAdjAmt
Distributable Before Ded	$33,932	DistributableBeforeDedAmt
Distributable As Adjusted	$33,932	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$39,200	ExpensesAndContributionsAmt
Qualifying Distributions	$39,200	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$33,932	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$66,982	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$90,700	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$79,184	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$20,522	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$257,388	TotalExcessDistributionCyovAmt
Qualifying Distributions	$39,200	QualifyingDistributionsAmt
Applied To Current Year	$33,932	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$5,268	RemainingDistriFromCorpusAmt
Total Corpus	$262,656	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$66,982	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$195,674	ExcessDistriCyovToNextYrAmt
Excess From Year4	$90,700	ExcessFromYear4Amt
Excess From Year3	$79,184	ExcessFromYear3Amt
Excess From Year2	$20,522	ExcessFromYear2Amt
Excess From Current Year	$5,268	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Address Line2RecipientUSAddress/AddressLine2Txt
UC REGENTS
1111 FRANKLIN ST 12TH FL	OAKLAND	CA	94607	UNRESTRICTED USE BY EXEMPT ORG	$3,000
CRICKETS HOPE
133 DOWNEY AVE	MODESTO	CA	95354	UNRESTRICTED USE BY EXEMPT ORG.	$5,000	NONE	PRIVATE
VALLEY CLUB EMPLOYEE SCHOLARSHIP
13601 WEST MCMILLAN RD	BOISE	ID	83713	UNRESTRICTED USE BY EXEMPT ORG	$1,000			SUITE 102-305
MACK MARTIN FOUNDATION INC
151 4TH ST W UNIT 2157	KETCHUM	ID	83340	UNRESTRICTED USE BY EXEMPT ORG	$1,000
SUN VALLEY MUSEUM OF ART
191 5TH STREET	KETCHUM	ID	83340	UNRESTRICTED USE BY EXEMPT ORG	$1,000
MERCED COUNTY FOOD BANK
2000 W OLIVE AVE	MERCED	CA	95348	UNRESTRICTED USE BY EXEMPT ORG	$1,000
CASA OF MERCED COUNTY
2824 PARK AVE A	MERCED	CA	95344	UNRESTRICTED USE BY EXEMPT ORG	$1,200
FRESH LIFELINES FOR YOUTH INC
568 VALLEY WAY	MILPITAS	CA	95035	UNRESTRICTED USE BY EXEMPT ORG	$15,000
CAL STATE STANISLAUS
ONE UNIVERSITY CIRCLE	TURLOCK	CA	95382	UNRESTRICTED USE BY EXEMPT ORG.	$10,000	NONE	PUBLIC
CITY OF KETCHUM
PO BOX 2315 191 5TH ST	WEST KETCHUM	ID	83340	UNRESTRICTED USE BY EXPEMPT ORG	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$39,200	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$38	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$15,903	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$7,664	ExclusionAmt
Related Or Exempt Function Incm	$2,092	RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Exclusion	14	ExclusionCd
Exclusion	$110	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$23,715	ExclusionAmt
Related Or Exempt Function Incm	$2,092	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$25,807	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$2,748	Amt
Net Investment Income	$2,748	NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Field	Value	IRS element (for citing)
Asset	NORTHERN TRUST COMPANY	AssetDesc
How Acquired	PURCHASE	HowAcquiredTxt
Gross Sales Price	$107,353	GrossSalesPriceAmt
Basis	$105,261	BasisAmt
Total Net	$2,092	TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	INVESTMENTS HELD WITH NORTHERN TRUST	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$479,094	BookValueAmt
EOYFMV	$538,158	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$438	LegalFeesAmt
Net Investment Income	$438	NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Revenue And Expenses Per Books	$110	RevenueAndExpensesPerBooksAmt
Net Investment Income	$110	NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$4,433	Amt
Net Investment Income	$4,433	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES PAID	CategoryTxt
Amt	$442	Amt
Net Investment Income	$442	NetInvestmentIncomeAmt

STEWART FAMILY FOUNDATION: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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