STILLWELL FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
STILLWELL FAMILY FOUNDATION INC (EIN 87-4529930)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-19
IRS object ID
202502319349100410
Schema version
2024v5.2
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)
Return2025-08-19T14:33:42-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN811154929PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CRAIG L SIEBERT CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11910 TOWNE CENTRE BLVD NO 320AddressLine1Txt
CityANNAPOLISCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN874529930EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Stillwell Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Bruce A StillwellInCareOfNm
Business Name ControlSTILBusinessNameControlTxt
Phone4103535902PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13418 Hidden River View RDAddressLine1Txt
CityAnnapolisCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21403ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE A STILLWELLPersonNm
Person TitlePresidentPersonTitleTxt
Phone4103535902PhoneNum
Signature2025-08-19SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG L SIEBERT CPAPreparerPersonNm
PTINP00832103PTIN
Phone4439943850PhoneNum
Preparation2025-08-19PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,570,130FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$912,550ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$53,834DividendsRevAndExpnssAmt
Dividends Net Invst Incm$53,834DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$166,814NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$264,376GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$166,814CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$5,861NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$1,133,198TotalRevAndExpnssAmt
Total Net Invst Incm$220,648TotalNetInvstIncmAmt
Total Adj Net Incm$5,861TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,750AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$25OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$25OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$62TaxesRevAndExpnssAmt
Taxes Net Invst Incm$62TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$62TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,837TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$62TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,837TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,837TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$62TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$31,837TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,101,361ExcessRevenueOverExpensesAmt
Net Investment Income$220,586NetInvestmentIncomeAmt
Adjusted Net Income$5,861AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$586,053CorporateStockBOYAmt
Corporate Stock EOY$1,570,130CorporateStockEOYAmt
Corporate Stock EOYFMV$1,570,130CorporateStockEOYFMVAmt
Total Assets BOY$586,053TotalAssetsBOYAmt
Total Assets EOY$1,570,130TotalAssetsEOYAmt
Total Assets EOYFMV$1,570,130TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$586,053NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,570,130NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$586,053TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,570,130TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$586,053TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,570,130TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$586,053TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,101,361ExcessRevenueOverExpensesAmt
Other Increases$5,460OtherIncreasesAmt
Subtotal$1,692,874SubtotalAmt
Other Decreases$122,744OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,570,130TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JPM Acct 4009P2024-01-162024-10-31$78,079$72,172$5,907$5,907
JPM Acct 8003P2024-08-132024-11-22$1,968$2,014-$46-$46
JPM Acct 4009D2016-01-282024-05-03$184,329$23,376$160,953$160,953
FieldValueIRS element (for citing)
Capital Gain Net Income$166,814CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$5,861NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,066InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,066SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,066TaxBasedOnInvestmentIncomeAmt
Tax Due$3,066TaxDueAmt

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
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksBRUCE A STILLWELLIndividualWithBooksNm
Phone4103535902PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13418 Hidden River View RDAddressLine1Txt
CityAnnapolisCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21403ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Bruce A Stillwell
3418 Hidden River View RDAnnapolisMD21403PresidentSecretaryDirector10.00$0$0$0
Kate Stillwell
3418 Hidden River View RDAnnapolisMD21403Director0.00$0$0$0
Alexa K Stillwell
3418 Hidden River View RDAnnapolisMD21403Director0.00$0$0$0
Eric M Stillwell
3418 Hidden River View RDAnnapolisMD21403Director0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Other 501c3 OrganizationsDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1Cash and Mutual Fund InvestmentsDescription1Txt
Expenses1$1,078,101Expenses1Amt
Total$1,078,101TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,076,931AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,170AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,078,101TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,078,101AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,078,101NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,905MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,905MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,066TaxBasedOnInvestmentIncomeAmt
Total Tax$3,066TotalTaxAmt
Distributable Before Adj$50,839DistributableBeforeAdjAmt
Distributable Before Ded$50,839DistributableBeforeDedAmt
Distributable As Adjusted$50,839DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$31,837ExpensesAndContributionsAmt
Program Related Invst Total$1,078,101ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,109,938QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,839DistributableAsAdjustedAmt
Qualifying Distributions$1,109,938QualifyingDistributionsAmt
Applied To Current Year$50,839AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,059,099RemainingDistriFromCorpusAmt
Total Corpus$1,059,099TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,059,099ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Hearing Loss Assoc America
6116 Executive BlvdRockvilleMD20852NonePCFulfillment of Mission$2,500
TSC Alliance
8737 Colesville RDSilver SpringMD20910NonePCFulfillment of Mission$5,000
Habitat For Humanity
8380 Colesville RDSilver SpringMD20910NonePCFulfillment of Mission$2,500
Boys Girls Clubs of Annapolis
121 South Villa AvenueAnnapolisMD21401NonePCFulfillment of Mission$2,500
Unicef USA
125 Maiden LaneNew YorkNY10038NonePCFulfillment of Mission$2,500
Feeding America
1627 I Street NWWashingtonDC20006NonePCFulfillment of Mission$5,000
Alzheimers Association
225 N Michigan AveChicagoIL60601NonePCFulfillment of Mission$2,500
MD Federation of Art
18 Church CircleAnnapolisMD21401NonePCFulfillment of Mission$2,500
World Wildlife Fund
1250 24th ST NWWashingtonDC20037NonePCFulfillment of Mission$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$68,051UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$68,051UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68,051TotalIncomeProducingActyAmt

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 PersonBRUCE A STILLWELLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13418 Hidden River View RDAddressLine1Txt
CityAnnapolisCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21403ZIPCd
FieldValueIRS element (for citing)
Total Contributions$912,250TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax Preparation FeeCategoryTxt
Amt$1,750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,750DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Schwab Acct 4157$0$0
JPM MM Acct 4009$463,576$463,576
JPM Checking 0640$2,322$2,322
JPM Acct 8003$105,537$105,537
Schwab Acct 1953$998,695$998,695

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPrior Period AdjDesc
Amt$122,744Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
Market Increases$3,825
Other Increases$1,635

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryAnnual Fee-DECategoryTxt
Amt$25Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign Taxes PaidCategoryTxt
Amt$62Amt
Net Investment Income$62NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$62DisbursementsCharitablePrpsAmt

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