STEWART FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STEWART FAMILY FOUNDATION (EIN 77-0512105)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202043149349101109
- Schema version
- 2019v5.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T10:57:47-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN W FOX | PreparerPersonNm |
| PTIN | P00000996 | PTIN |
| Phone | 2095274220 | PhoneNum |
| Preparation | 2020-11-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.14.93.25 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-09 | IPDt |
| IP Tm | 10:57:47 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3A8ECC2D7FAEAA2FC906299902D8223FA0131618 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1FA8AAD22436D3F902CADFFDE91A8436F5A33250 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $657,693 | 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 | $99,435 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $15,436 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,436 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,436 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,635 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $102,903 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,635 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $1 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $119,510 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,074 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,440 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $434 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $434 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,975 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $917 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $420 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $497 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $4,656 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,724 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $932 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,982 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,553 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,429 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $107,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $115,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,553 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,429 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,228 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,521 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,011 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $130,263 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $118,544 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $118,544 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $420,134 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $436,081 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $539,149 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $550,397 | TotalAssetsBOYAmt |
| Total Assets EOY | $554,625 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $657,693 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $550,397 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $554,625 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $550,397 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $554,625 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $550,397 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $554,625 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $550,397 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,228 | ExcessRevenueOverExpensesAmt |
| Subtotal | $554,625 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $554,625 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM SALES | P | 2018-03-15 | 2019-01-17 | $15,754 | $15,795 | -$41 | -$41 |
| LONG TERM SALES | P | 2018-06-14 | 2019-12-12 | $85,309 | $82,473 | $2,836 | $2,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,635 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $270 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $270 | SubtotalAmt |
| Tax Based On Investment Income | $270 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $270 | 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 |
| 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 428 | LOS GATOS | CA | 950310428 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JANA E STEWART-CEZAR | ||||||||
| 1923 ALEX WAY | TURLOCK | CA | 95382 | VICE PRESIDE | 0.00 | $0 | $0 | $0 |
| DONALD J STEWART JR | ||||||||
| 3144 NORTH G STREET STE 125-319 | MERCED | CA | 95340 | VICE PRESIDE | 0.00 | $0 | $0 | $0 |
| ANDREA J STEWART | ||||||||
| 4500 ES BEAR CREEK DR | MERCED | CA | 95340 | CFO | 0.00 | $0 | $0 | $0 |
| ROBERT R STEWART | ||||||||
| PO BOX 7720 | KETCHUM | ID | 83340 | SECRETARY | 5.00 | $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 | $502,737 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,625 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $576,362 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $576,362 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $567,717 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,386 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,386 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $270 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $270 | TotalTaxAmt |
| Distributable Before Adj | $28,116 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,116 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,116 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,300 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $107,300 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $107,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,116 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $106,472 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $126,769 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $101,229 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $66,982 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $90,700 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $492,152 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,300 | QualifyingDistributionsAmt |
| Applied To Current Year | $28,116 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $79,184 | RemainingDistriFromCorpusAmt |
| Total Corpus | $571,336 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $106,472 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $464,864 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $126,769 | ExcessFromYear4Amt |
| Excess From Year3 | $101,229 | ExcessFromYear3Amt |
| Excess From Year2 | $66,982 | ExcessFromYear2Amt |
| Excess From Year1 | $90,700 | ExcessFromYear1Amt |
| Excess From Current Year | $79,184 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN NATIONAL RED CROSS | ||||||||
| 4800 HARRY HINES BLVD | DALLAS | TX | 75235 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORG. | $1,000 | |
| BOYS AND GIRLS CLUB OF TRACY | ||||||||
| 753 W LOWELL AVE | TRACY | CA | 95376 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORG. | $1,000 | |
| BOYS AND GIRLS CLUB OF STANISLAUS | ||||||||
| 601 S MLK DR | MODESTO | CA | 95351 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORG. | $15,000 | |
| CRICKETS HOPE | ||||||||
| 133 DOWNEY AVE | MODESTO | CA | 95354 | NONE | EOF | UNRESTRICTED USE BY EXEMPT ORG. | $12,000 | |
| CSU STANISLAUS FOUNDATION | ||||||||
| ONE UNIVERSITY CIRCLE | TURLOCK | CA | 95382 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORG. | $10,000 | |
| FRESH LIFELINES FOR YOUTH INC | ||||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORG. | $10,000 | |
| FRIENDS OF THE MERCED CTY PUBLIC | ||||||||
| PO BOX 2463 | MERCED | CA | 95344 | NONE | PC | UNRESTRICTED USE BY EXEMPT ORG. | $1,000 | LIBRARY |
| GALLO CENTER FOR THE ARTS | ||||||||
| 1000 I STREET | MODESTO | CA | 95354 | NONE | N/A | UNRESTRICTED USE BY EXEMPT ORG. | $3,100 | |
| HEARTS AFIRE FOUNDATION | ||||||||
| 3037 WHITEGATE DR | MERCED | CA | 95340 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORG | $3,000 | |
| HINDS HOSPICE | ||||||||
| 2490 W SHAW AVE STE 101 | FRESNO | CA | 93711 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORG. | $1,000 | |
| HOWARD TRAINING CENTER | ||||||||
| 1424 STONUM ROAD | MODESTO | CA | 95351 | NONE | PC | UNRESTRICTED USE BY EXEMPT ORG. | $2,500 | |
| 17 VARIOUS ORGANIZATIONS UNDER 501 | ||||||||
| PO BOX 7720 | KETCHUM | ID | 83340 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORG. | $7,700 | |
| MERCED COUNTY ARTS COUNCIL INC | ||||||||
| 645 W MAIN ST | MERCED | CA | 95340 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORG. | $2,500 | |
| MERCED COUNTY EDUCATIONAL | ||||||||
| PO BOX 1 | MERCED | CA | 95341 | NONE | PRIVATE | UNRESTRICTED US BY EXEMPT ORG. | $1,000 | FOUNDATION |
| MERCED COUNTY RESCUE MISSION | ||||||||
| 644 WEST 20TH STREET | MERCED | CA | 95340 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORG. | $1,000 | |
| MERCED COUNTY HISTORICAL SOCIETY | ||||||||
| W 21ST N STREET | MERCED | CA | 95340 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORG. | $1,000 | |
| MERCED SYMPHONY ASSOCIATION | ||||||||
| PO BOX 894 | MERCED | CA | 95341 | NONE | PC | UNRESTRICTED USE BY EXEMPT ORG. | $1,000 | |
| MERCED THEATRE FOUNDATION INC | ||||||||
| PO BOX 716 | MERCED | CA | 95341 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORG. | $2,500 | |
| MERCY MEDICAL CENTER FOUNDATION | ||||||||
| 2740 M STREET | MERCED | CA | 95340 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORG. | $3,000 | |
| PLAYHOUSE MERCED | ||||||||
| 452 W MAIN ST | MERCED | CA | 95340 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORG. | $11,000 | |
| SALVATION ARMY | ||||||||
| 1440 W 12TH | MERCED | CA | 95340 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORG. | $2,000 | |
| SOCIETY FOR DISABILITIES | ||||||||
| 1129 8TH STREET | MODESTO | CA | 95354 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORG. | $4,000 | |
| STATE THEATRE OF MODESTO | ||||||||
| 1307 J STREET | MODESTO | CA | 95354 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORG. | $2,500 | |
| THE COMMUNITY SCHOOL INC | ||||||||
| 11 WEST FOREST AVE | TEANECK | NJ | 07666 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORG. | $2,500 | |
| UC MERCED | ||||||||
| 5200 LAKE RD | MERCED | CA | 95343 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORG. | $1,000 | |
| VALLEY CHILDREN'S HOSPITAL | ||||||||
| 9300 VALLEY CHILDRENS PL | MADERA | CA | 93636 | NONE | PF | UNRESTRICTED USE BY EXEMPT ORG. | $5,000 | FOUNDATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $107,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,436 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$41 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,676 | RelatedOrExemptFunctionIncmAmt |
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 | $15,398 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,677 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,075 | 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 | $99,435 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,975 | Amt |
| Net Investment Income | $1,975 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $436,081 | BookValueAmt |
| EOYFMV | $539,149 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GIANELLI & ASSOCIATES | CategoryTxt |
| Legal Fees | $434 | LegalFeesAmt |
| Net Investment Income | $434 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| CA FILING FEE | $10 | $10 | |
| INVESTMENT MANAGEMENT FEES | $3,714 | $3,714 | |
| SUPPLIES | $122 | $122 | |
| MISCELLANEOUS | $810 | $810 |
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 |
| Adjusted Net Income | $1 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $420 | $420 | |
| INVESTMENT EXCISE TAX | $497 | $497 |
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