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STEWART FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
STEWART FAMILY FOUNDATION INC (EIN 59-3531198)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202143199349104804
Schema version
2020v4.0
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)
Return2021-11-15T12:37:55-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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 Line11900 SUMMIT TOWER BLVD STE 260AddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32810ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANASTASIA T STEWARTPersonNm
Person TitlePRES/SEC/TREPersonTitleTxt
Phone4076188600PhoneNum
Signature2021-11-15SignatureDt
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
Preparation2021-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
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$3,887,902FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,175,100ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$56,852DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,852DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$32,512NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$32,512GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$32,512CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,264,464TotalRevAndExpnssAmt
Total Net Invst Incm$89,364TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$61LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$15LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$46LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$9,662OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,662OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$8,517OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,044OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,473OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,240TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,721TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,519TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$791,666ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$791,666ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$809,906TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,721TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$798,185TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$454,558ExcessRevenueOverExpensesAmt
Net Investment Income$77,643NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$217,628SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$619,459SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$614,165SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,301,720OtherInvestmentsBOYAmt
Other Investments EOY$2,354,447OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,273,737OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,519,348TotalAssetsBOYAmt
Total Assets EOY$2,973,906TotalAssetsEOYAmt
Total Assets EOYFMV$3,887,902TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,519,348RetainedEarningBOYAmt
Retained Earning EOY$2,973,906RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,519,348TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,973,906TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,519,348TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,973,906TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,519,348TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$454,558ExcessRevenueOverExpensesAmt
Subtotal$2,973,906SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,973,906TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$32,512CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,079InvestmentIncomeExciseTaxAmt
Subtotal$1,079SubtotalAmt
Tax Based On Investment Income$1,079TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,513EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,513TotalPaymentsAndCreditsAmt
Overpayment$4,434OverpaymentAmt
Applied To ES Tax$4,434AppliedToESTaxAmt

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$2,356,862AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$260,169AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,617,031TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,617,031AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,255CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,577,776NetVlNoncharitableAssetsAmt
Minimum Investment Return$128,889MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$128,889MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,079TaxBasedOnInvestmentIncomeAmt
Total Tax$1,079TotalTaxAmt
Distributable Before Adj$127,810DistributableBeforeAdjAmt
Distributable Before Ded$127,810DistributableBeforeDedAmt
Distributable As Adjusted$127,810DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$798,185ExpensesAndContributionsAmt
Qualifying Distributions$798,185QualifyingDistributionsAmt
Adjusted Qualifying Distri$798,185AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$127,810DistributableAsAdjustedAmt
Undistributed Income PY$27,068UndistributedIncomePYAmt
Qualifying Distributions$798,185QualifyingDistributionsAmt
Applied To Year1$27,068AppliedToYear1Amt
Applied To Current Year$127,810AppliedToCurrentYearAmt
Remaining Distri From Corpus$643,307RemainingDistriFromCorpusAmt
Total Corpus$643,307TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$643,307ExcessDistriCyovToNextYrAmt
Excess From Current Year$643,307ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
AMERICAN JR GOLF ASSOCIATION
1980 SPORTS CLUB DRBRASELTONGA30517UNRELATED501C 3GENERAL SUPPORT$15,000
KANAKUK MINISTRIES
1353 LAKE SHORE DRIVEBRANSONMO65615UNRELATED501C3GENERAL SUPPORT$50,000
NICKLAUS CHILDREN'S HOSPITAL
3100 SW 62ND AVEMIAMIFL33155UNRELATED501C3GENERAL SUPPORT$10,000FOUNDATION
JOHNNY MORRIS' WONDERS OF WILDLIFE
730 W SUNSHINE STREETSPRINGFIELDMO658072440UNRELATED501C3GENERAL SUPPORT$358,333FOUNDATION
PAYNESTEWARTORG DBA PAYNE
7224 AUTUMN CROSSING WAYBRENTWOODTN37027UNRELATED501C3GENERAL SUPPORT$358,333STEWART KIDS GOLF FOUNDATION
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$791,666TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,852ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$32,512ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$89,364ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$89,364TotalIncomeProducingActyAmt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndAddress Line2ContributorUSAddress/AddressLine2Txt
PGA TOUR
1100 PGA TOUR BLVDPONTE VEDRA BEACHFL32082$1,000,000Yes (X)
CRB COMPANIES
27335 S LEWIS AVETULSAOK74136$25,000Yes (X)STE 300
CHRISTOPHER T WEBB
31792 WYNKOOP STDENVERCO80202$25,000Yes (X)APT 305
FRENCH FAMILY FOUNDATION
4C/O COMMUNITY FOUNDATIONSPRINGFIELDMO65801$25,000Yes (X)OF THE OZARKS PO BOX 8960

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$2,354,447BookValueAmt
EOYFMV$3,273,737EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL AND TAX PREPARATION FEESCategoryTxt
Legal Fees$61LegalFeesAmt
Net Investment Income$15NetInvestmentIncomeAmt
Disbursements Charitable Prps$46DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
ADMINISTRATIVE EXPENSES$8,517$2,044$6,473

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENTCategoryTxt
Amt$9,662Amt
Net Investment Income$9,662NetInvestmentIncomeAmt

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