STEWART FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STEWART FAMILY FOUNDATION (EIN 77-0512105)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349109569
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T19:37:55-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-15 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PRESTON L OSBOURN II | PreparerPersonNm |
| PTIN | P01599943 | PTIN |
| Phone | 2095274220 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $807,915 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $47,291 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,227 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,227 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,110 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $87,369 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,110 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $80,642 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,350 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $489 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $489 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $10,658 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,658 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $499 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $499 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $247 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $247 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,893 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,893 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,893 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,999 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,457 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $140,523 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $148,531 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $148,531 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $454,367 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $482,358 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $659,384 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $594,890 | TotalAssetsBOYAmt |
| Total Assets EOY | $630,889 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $807,915 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $594,890 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $630,889 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $594,890 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $630,889 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $594,890 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $630,889 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $594,890 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,999 | ExcessRevenueOverExpensesAmt |
| Subtotal | $630,889 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $630,889 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LONG-TERM | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-01-01 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $78,805 | GrossSalesPriceAmt |
| Cost Or Other Basis | $71,259 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,546 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,546 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,110 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $298 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $298 | SubtotalAmt |
| Tax Based On Investment Income | $298 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $298 | 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 | 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 (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 | 000.00 | $0 | $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 | $627,566 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $132,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $760,025 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $760,025 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $748,625 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $298 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $298 | TotalTaxAmt |
| Distributable Before Adj | $37,133 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,133 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,133 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $32,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,133 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $101,229 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,982 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $90,700 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $79,184 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,522 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $358,617 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,750 | QualifyingDistributionsAmt |
| Applied To Current Year | $32,750 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $4,383 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,383 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $354,234 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $96,846 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $257,388 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,982 | ExcessFromYear4Amt |
| Excess From Year3 | $90,700 | ExcessFromYear3Amt |
| Excess From Year2 | $79,184 | ExcessFromYear2Amt |
| Excess From Year1 | $20,522 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CENTER FOR HUMAN SERVICES | ||||||||
| 2000 W BRIGGSMORE AVE | STE I | MODESTO | CA | 95350 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORG. | $5,000 |
| CRICKETS HOPE | ||||||||
| 133 DOWNEY AVE | MODESTO | CA | 95354 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORG. | $5,000 | |
| STATE THEATRE OF MODESTO | ||||||||
| 1307 J ST | MODESTO | CA | 95354 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORG. | $2,000 | |
| A HELPING HAND AT CHRISTMAS | ||||||||
| 1440 W 12TH | MERCED | CA | 95340 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORG. | $500 | |
| THE SALVATION ARMY | ||||||||
| 1440 W 12TH | MERCED | CA | 95340 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORG. | $250 | |
| UC MERCED | ||||||||
| 5200 LAKE RD | MERCED | CA | 95343 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORG. | $5,000 | |
| VALLEY CHILDREN'S HOSPITAL | ||||||||
| 3525 PELANDALE AVE | MODESTO | CA | 95356 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORG. | $5,000 | |
| CAL STATE STANISLAUS NURSING | ||||||||
| ONE UNIVERSITY CIRCLE | TURLOCK | CA | 95382 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORG. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,227 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,110 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33,350 | ExclusionAmt |
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,351 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STEWART CHARITABLE LEAD TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 CALIFORNIA ST STE 1800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $47,291 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $482,358 | BookValueAmt |
| EOYFMV | $659,384 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $489 | LegalFeesAmt |
| Net Investment Income | $489 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| REGISTRATION FEES | $50 | $50 |
| MISCELLANEOUS | $197 | $197 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MANAGEMENT FEES | $6,000 | $6,000 |
| INVESTMENT MANAGEMENT FEES | $4,658 | $4,658 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $491 | $491 |
| INVESTMENT EXCISE TAX | $8 | $8 |
Comments