FURP.ORG / PUBLIC DATA EXPLORER

STEWARD SCHOOL FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
STEWARD SCHOOL FOUNDATION (EIN 51-0251819)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-02-23
IRS object ID
202200549349300800
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-02-23T07:14:18-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560574444PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 SOUTH 10TH ST STE 900AddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23219ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN510251819EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE STEWARD SCHOOL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTEWBusinessNameControlTxt
Phone8047403394PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111600 GAYTON ROADAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23238ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA S DWELLEPersonNm
Person TitleASSOCIATE HEAD OF SCHOOLPersonTitleTxt
Phone8047403394PhoneNum
Signature2022-02-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLISAPersonFirstNm
Person LastDWELLEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMANDA ADAMSPreparerPersonNm
PTINP00748038PTIN
Phone8046735700PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLISA S DWELLEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111600 GAYTON ROADAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23238ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,979,356GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.STEWARDSCHOOL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1980FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionTHE STEWARD SCHOOL FOUNDATION PROVIDES FINANCIAL SUPPORT FOR THE STEWARD SCHOOL.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$61,743TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,139,000PYContributionsGrantsAmt
CY Contributions Grants$303,627CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,224,023PYInvestmentIncomeAmt
CY Investment Income$1,675,729CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,363,023PYTotalRevenueAmt
CY Total Revenue$1,979,356CYTotalRevenueAmt
PY Grants And Similar Paid$1,738,377PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,871,237CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$39,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$12,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$17,850CYTotalFundraisingExpenseAmt
PY Other Expenses$237,229PYOtherExpensesAmt
CY Other Expenses$240,975CYOtherExpensesAmt
PY Total Expenses$2,014,606PYTotalExpensesAmt
CY Total Expenses$2,124,212CYTotalExpensesAmt
PY Revenues Less Expenses$348,417PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$144,856CYRevenuesLessExpensesAmt
Total Assets BOY$18,061,490TotalAssetsBOYAmt
Total Assets EOY$23,336,952TotalAssetsEOYAmt
Total Liabilities BOY$2,155,383TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,399,714TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,906,107NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$20,937,238NetAssetsOrFundBalancesEOYAmt
MissionTHE FOUNDATION'S EXEMPT PURPOSE IS TO PROMOTE THE WELFARE AND DEVELOPMENT OF THE STEWARD SCHOOL, A PRIVATE NONPROFIT INSTITUTION THAT PROVIDES EDUCATIONAL INSTRUCTION FOR CHILDREN FROM JR-KINDERGARTEN THROUGH TWELFTH GRADE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,849,884ExpenseAmt
Grant$1,849,884GrantAmt
DescTHE FOUNDATION MAKES GRANTS TO THE STEWARD SCHOOL TO ENABLE THE SCHOOL TO PROVIDE COMPREHENSIVE EDUCATIONAL PROGRAMS TO 650 STUDENTS IN JUNIOR KINDERGARTEN THROUGH GRADE 12.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$21,353ExpenseAmt
Grant$21,353GrantAmt
DescTHE FOUNDATION MAKES GRANTS TO THE STEWARD SCHOOL TO ENABLE THE SCHOOL TO PROVIDE SCHOLARSHIPS TO THOSE FAMILIES WITH FINANCIAL NEED.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,871,237TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MS LISA DWELLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8047403394PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111600 GAYTON ROADAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23238ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
WELLY SANDERS
CHAIRMAN4.00Yes (X)Yes (X)$0$0$0
DON DELANEY
DIRECTOR1.00Yes (X)$0$0$0
LARRY EIBEN
DIRECTOR1.00Yes (X)$0$0$0
LARRY FRENCH
DIRECTOR1.00Yes (X)$0$0$0
JIM JOLLAY
DIRECTOR1.00Yes (X)$0$0$0
BILL LANE
DIRECTOR1.00Yes (X)$0$0$0
DAN LUDWIN
DIRECTOR1.00Yes (X)$0$0$0
BILL WADDELL
DIRECTOR1.00Yes (X)$0$0$0
G DANIEL FRANK
DIRECTOR / HEAD OF SCHOOL1.00Yes (X)$0$308,524$21,13140.00
LISA S DWELLE
ASSOCIATE HEAD OF SCHOOL1.00$0$146,649$14,53940.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$455,173TotReportableCompRltdOrgAmt
Total Other Compensation$35,670TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RICHMOND FUND LPBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line16802 PARAGON PLACE STE 205AddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23230ZIPCd
FieldValueIRS element (for citing)
ServicesINVESTMENT MANAGEMENT FEESServicesDesc
Compensation$235,100CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$303,627AllOtherContributionsAmt
Noncash Contributions$10,067NoncashContributionsAmt
Total Contributions$303,627TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$155,499TotalRevenueColumnAmt
Unrelated Business Revenue-$17,366UnrelatedBusinessRevenueAmt
Exclusion$172,865ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,520,230SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,520,230SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,520,230TotalRevenueColumnAmt
Unrelated Business Revenue$79,109UnrelatedBusinessRevenueAmt
Exclusion$1,441,121ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,979,356TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$61,743UnrelatedBusinessRevenueAmt
Exclusion$1,613,986ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,849,884TotalAmt
Program Services$1,849,884ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$21,353TotalAmt
Program Services$21,353ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$12,000TotalAmt
Fundraising$12,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$235,100TotalAmt
Management And General$235,100ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescCAPITAL CAMPAIGN EXPENSDesc
Total$5,850TotalAmt
Fundraising$5,850FundraisingAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$25TotalAmt
Management And General$25ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,124,212TotalAmt
Program Services$1,871,237ProgramServicesAmt
Management And General$235,125ManagementAndGeneralAmt
Fundraising$17,850FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,002,836BOYAmt
EOY$1,627,118EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,257,527BOYAmt
EOY$880,943EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$14,794,727BOYAmt
EOY$20,828,891EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,400BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,061,490BOYAmt
EOY$23,336,952EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,155,383BOYAmt
EOY$2,399,714EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,155,383BOYAmt
EOY$2,399,714EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,347BOYAmt
EOY$7,297EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,898,760BOYAmt
EOY$20,929,941EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,906,107BOYAmt
EOY$20,937,238EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,061,490BOYAmt
EOY$23,336,952EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$144,856ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,176,012NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$25PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE STEWARD SCHOOL CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN540914765EIN
Organization Type2OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$1,849,884SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$1,849,884SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,264,087BeginningYearBalanceAmt
Contributions$118,000ContributionsAmt
Investment Earnings Or Losses$6,307,770InvestmentEarningsOrLossesAmt
Other Expenditures$567,377OtherExpendituresAmt
End Year Balance$19,122,480EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,952,907BeginningYearBalanceAmt
Investment Earnings Or Losses-$180,724InvestmentEarningsOrLossesAmt
Other Expenditures$508,096OtherExpendituresAmt
End Year Balance$13,264,087EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,840,813BeginningYearBalanceAmt
Investment Earnings Or Losses$585,306InvestmentEarningsOrLossesAmt
Other Expenditures$473,212OtherExpendituresAmt
End Year Balance$13,952,907EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,521,498BeginningYearBalanceAmt
Contributions$1,743,814ContributionsAmt
Investment Earnings Or Losses$1,159,316InvestmentEarningsOrLossesAmt
Other Expenditures$583,815OtherExpendituresAmt
End Year Balance$13,840,813EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,627,098BeginningYearBalanceAmt
Investment Earnings Or Losses$1,439,506InvestmentEarningsOrLossesAmt
Other Expenditures$545,106OtherExpendituresAmt
End Year Balance$11,521,498EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescTHE RICHMOND FUNDDesc
Book Value$20,828,891BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$20,828,891TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO THE STEWARD SCHOOLDesc
Amt$2,399,714Amt
FieldValueIRS element (for citing)
Total Liability$2,399,714TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY ELEVEN INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PURPOSES INCLUDE SUPPORT FOR SCHOOL OPERATIONS, FINANCIAL AID, HEALTH AND WELLNESS PROGRAMS, AND COMMUNITY BUILDING PROGRAMS. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE.
PART X, LINE 2:THE STEWARD SCHOOL AND FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). MANAGEMENT HAS EVALUATED THE EFFECT OF GAAP GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THAT THE SCHOOL AND FOUNDATION CONTINUE TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT JUNE 30, 2021. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE SCHOOL AND FOUNDATION HAVE NO UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2021.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE STEWARD SCHOOL CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line111600 GAYTON ROADAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23238ZIPCd
FieldValueIRS element (for citing)
Recipient EIN540914765RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$1,849,884CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantCAPITAL EXPANSION AND SUPPORT OPERATIONS AT THE STEWARD SCHOOL.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeMERIT GRANTS AND SCHOLARSHIPSGrantTypeTxt
Recipient8RecipientCnt
Cash Grant$21,353CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE SCHOOL REQUESTS A TRANSFER FROM THE FOUNDATION AND PROVIDES SUFFICIENT DOCUMENTATION TO SUPPORT THE REQUEST IN THE CASE OF CAPITAL TRANSFERS. FOR THE ANNUAL CONTRIBUTION, THE TRANSFER IS APPROVED BY THE BOARD. THE FOUNDATION REVIEWS THE REQUEST AND MAKES THE APPROPRIATE TRANSFER. THE ANNUAL CONTRIBUTION IS BASED ON 4% OF THE AVERAGE THREE-YEAR VALUE OF THE ENDOWMENT. SCHOLARSHIPS ARE AWARDED TO STUDENTS OF THE SCHOOL. IF THE AWARD IS FOR A RETURNING STUDENT, THE SCHOLARSHIP IS PAID DIRECTLY TO THE SCHOOL. IF THE STUDENT IS GRADUATING FROM STEWARD, THE SCHOLARSHIP IS PAID DIRECTLY TO THE STUDENT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
G DANIEL FRANK
DIRECTOR / HEAD OF SCHOOL$0$261,090$0$15,000$0$32,434$0$12,992$0$8,139$0$329,655$0$0
LISA S DWELLE
ASSOCIATE HEAD OF SCHOOL$0$133,402$0$13,000$0$247$0$6,723$0$7,816$0$161,188$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBERS OF THE BOARD OF THE DIRECTORS SHALL BE APPOINTED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES OF THE STEWARD SCHOOL, A RELATED ORGANIZATION, FOR SUCH TERM AS SUCH CHAIRMAN MAY DEEM APPROPRIATE.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY THE CHAIR AND SECRETARY OF THE FOUNDATION PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTRUSTEES COMPLETE AN ANNUAL CERTIFICATE AND DISCLOSE DURING THE YEAR IF ANY CONFLICTS ARISE. IN THE EVENT OF A CONFLICT, THE TRUSTEE WOULD NOT BE PERMITTED TO VOTE.
FORM 990, PART VI, SECTION B, LINE 15THE FOUNDATION HAS NO FULL-TIME EMPLOYEES. ALL PERSONNEL IN SUPPORT OF THE FOUNDATION ARE EMPLOYEES OF THE STEWARD SCHOOL, A RELATED ORGANIZATION, AND ARE SUBJECT TO THE COMPENSATION POLICIES OF THE SCHOOL. THE STEWARD SCHOOL REVIEWS THE COMPENSATION OF ITS KEY EMPLOYEES ON AN ANNUAL BASIS TO ENSURE THAT COMPENSATION IS REASONABLE.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE STEWARD SCHOOL CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line111600 GAYTON ROADAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23238ZIPCd
FieldValueIRS element (for citing)
EIN540914765EIN
Primary ActivitiesJK-12 SCHOOLPrimaryActivitiesTxt
Legal Domicile StateVALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 2PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE STEWARD SCHOOL CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$1,849,884InvolvedAmt
Method Of Amount DeterminationBOOKMethodOfAmountDeterminationTxt