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STEWART FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
STEWART FAMILY FOUNDATION INC (EIN 59-3531198)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202203199349106220
Schema version
2021v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T18:03:35-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464148474PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RONALD BLUE & CO CPAS AND CONSLTS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11600 RIVEREDGE PKWY NW STE 310AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP303284671ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593531198EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEWART FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTEWBusinessNameControlTxt
Phone4076188600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18572 LANSMERE LNAddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32835ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANASTASIA T STEWARTPersonNm
Person TitlePRES/SEC/TREPersonTitleTxt
Phone4076188600PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTRACYPersonFirstNm
Person LastSTEWARTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonM ELLEN LUCCIOLA CPAPreparerPersonNm
PTINP01420851PTIN
Phone7706440500PhoneNum
Preparation2022-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,679,784FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$133,249DividendsRevAndExpnssAmt
Dividends Net Invst Incm$133,249DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$134,697NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$625,062GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$134,697CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$367,946TotalRevAndExpnssAmt
Total Net Invst Incm$267,946TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$61LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$15LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$46LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$13,565OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,565OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,229TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,229TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$9,285OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,321OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,963OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,140TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,130TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,009TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$91,140TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,130TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$72,009TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$276,806ExcessRevenueOverExpensesAmt
Net Investment Income$248,816NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$619,459SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$318,728SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$318,728SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$3,019AcctRcvblAmt
Acct Rcvbl EOY$3,019AcctRcvblEOYAmt
Other Investments BOY$2,354,447OtherInvestmentsBOYAmt
Other Investments EOY$2,923,672OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,361,056OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,973,906TotalAssetsBOYAmt
Total Assets EOY$3,245,419TotalAssetsEOYAmt
Total Assets EOYFMV$3,679,784TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,973,906RetainedEarningBOYAmt
Retained Earning EOY$3,245,419RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,973,906TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,245,419TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,973,906TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,245,419TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,973,906TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$276,806ExcessRevenueOverExpensesAmt
Subtotal$3,250,712SubtotalAmt
Other Decreases$5,293OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,245,419TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLIC SECURITIES TRADED- LONG TERMP$578,940$454,714$124,226$124,226
PUBLIC SECURITIES TRADED- SHORT TERMP$41,325$35,651$5,674$5,674
FieldValueIRS element (for citing)
Capital Gain Net Income$134,697CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$5,674NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,459InvestmentIncomeExciseTaxAmt
Subtotal$3,459SubtotalAmt
Tax Based On Investment Income$3,459TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,434EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$4,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$5,434TotalPaymentsAndCreditsAmt
Overpayment$1,975OverpaymentAmt
Applied To ES Tax$1,975AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressHTTPS://PAYNESTEWARTFAMILYFOUNDATION.COM/WebsiteAddressTxt
Individual With BooksBOB BAKERIndividualWithBooksNm
Phone4076188600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11900 SUMMIT TOWER BLVD STE 260AddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32810ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANASTASIA T STEWART
1900 SUMMIT TOWER BLVD STE 260ORLANDOFL32810PRES/SEC/TRE000.00$0$0$0
AARON STEWART
1900 SUMMIT TOWER BLVD STE 260ORLANDOFL32810DIRECTOR000.00$0$0$0
CHELSEA O'BRIEN
1900 SUMMIT TOWER BLVD STE 260ORLANDOFL32810DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,166,700AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$330,693AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,497,393TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,497,393AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$52,461CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,444,932NetVlNoncharitableAssetsAmt
Minimum Investment Return$172,247MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$172,247MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,459TaxBasedOnInvestmentIncomeAmt
Total Tax$3,459TotalTaxAmt
Distributable Before Adj$168,788DistributableBeforeAdjAmt
Distributable Before Ded$168,788DistributableBeforeDedAmt
Distributable As Adjusted$168,788DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$72,009ExpensesAndContributionsAmt
Qualifying Distributions$72,009QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$168,788DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$643,307ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$643,307TotalExcessDistributionCyovAmt
Qualifying Distributions$72,009QualifyingDistributionsAmt
Applied To Current Year$72,009AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$96,779ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$96,779ExcessDistributionCyovAppCYAmt
Total Corpus$546,528TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$546,528ExcessDistriCyovToNextYrAmt
Excess From Year1$546,528ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANASTASIA T STEWARTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN JR GOLF ASSOCIATION
1980 SPORTS CLUB DRBRASELTONGA30517UNRELATED501C 3GENERAL SUPPORT$15,000
KANAKUK MINISTRIES
1353 LAKE SHORE DRIVEBRANSONMO65615UNRELATED501C3GENERAL SUPPORT$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$133,249ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$134,697ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$267,946ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$267,946TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1PGA TOURBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1100 PGA TOUR BLVDAddressLine1Txt
CityPONTE VEDRA BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32082ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVARIOUS STOCK AND MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,923,672BookValueAmt
EOYFMV$3,361,056EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryFL ANNUAL REPORT FEECategoryTxt
Legal Fees$61LegalFeesAmt
Net Investment Income$15NetInvestmentIncomeAmt
Disbursements Charitable Prps$46DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$5,293Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
ADMINISTRATIVE EXPENSES$9,285$2,321$6,963

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENTCategoryTxt
Amt$13,565Amt
Net Investment Income$13,565NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
LICENSES AND FEES
FOREIGN TAX$3,229$3,229

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