STEWART FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- STEWART FAMILY FOUNDATION (EIN 77-0512105)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-04
- IRS object ID
- 201711249349100421
- Schema version
- 2016v3.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-04T10:21:05-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COVERT SALES CRAIG & ALLAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 West Alexander Avenue | AddressLine1Txt |
| City | Merced | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 2095229011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 Finch Road | AddressLine1Txt |
| City | Modesto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95357 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert R Stewart | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2017-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Neal L Covert | PreparerPersonNm |
| PTIN | P00318518 | PTIN |
| Phone | 2097770115 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $562,907 | 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 | $2,975 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,975 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,975 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,328 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,328 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,328 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,794 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $131,060 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $945 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $105,944 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,303 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,248 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $432 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $432 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,850 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $343 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $343 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,980 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,980 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,605 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,605 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $128,315 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $128,315 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $133,920 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,605 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $128,315 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,976 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,698 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,248 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $250,291 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $119,078 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $119,078 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $302,225 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $405,462 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $443,829 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $552,516 | TotalAssetsBOYAmt |
| Total Assets EOY | $524,540 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $562,907 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $552,516 | UnrestrictedBOYAmt |
| Unrestricted EOY | $524,540 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $552,516 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $524,540 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $552,516 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $524,540 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $552,516 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,976 | ExcessRevenueOverExpensesAmt |
| Subtotal | $524,540 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $524,540 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| LONG TERM CAPITAL GAIN DIVIDEND | P | 2001-01-01 | 2016-10-10 | $2,290 | $2,290 | $2,290 | |
| SHORT TERM SECURITIES | P | 2016-01-01 | 2016-05-10 | $61,230 | $945 | $945 | $60,285 |
| LONG TERM SECURITIES | P | 2001-01-01 | 2016-05-10 | $67,540 | -$8,029 | -$8,029 | $75,569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,794 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $945 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $114 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $114 | SubtotalAmt |
| Tax Based On Investment Income | $114 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $166 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $166 | TotalPaymentsAndCreditsAmt |
| Overpayment | $52 | OverpaymentAmt |
| Applied To ES Tax | $52 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Stewart | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2095229011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 Finch Road | AddressLine1Txt |
| City | Modesto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95357 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| Melinda Stewart Wilbur | ||||||
| 3700 Finch Road | Modesto | CA | 95357 | President | 0.00 | $0 |
| Jana E Stewart-Cezar | ||||||
| 3700 Finch Road | Modesto | CA | 95357 | Vice President | 0.00 | $0 |
| Donald J Stewart Jr | ||||||
| 3700 Finch Road | Modesto | CA | 95357 | Vice President | 0.00 | $0 |
| Andrea J Stewart | ||||||
| 3700 Finch Road | Modesto | CA | 95357 | CFO | 0.00 | $0 |
| Robert R Stewart | ||||||
| 3700 Finch Road | Modesto | CA | 95357 | Secretary | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $367,599 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $184,684 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $552,283 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $552,283 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,284 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $543,999 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,200 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,200 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $114 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $114 | TotalTaxAmt |
| Distributable Before Adj | $27,086 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,086 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,086 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $128,315 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $128,315 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $128,315 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,086 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $51,826 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $90,258 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $87,116 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $106,472 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $126,769 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $462,441 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $128,315 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,086 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $101,229 | RemainingDistriFromCorpusAmt |
| Total Corpus | $563,670 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $51,826 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $511,844 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $90,258 | ExcessFromYear4Amt |
| Excess From Year3 | $87,116 | ExcessFromYear3Amt |
| Excess From Year2 | $106,472 | ExcessFromYear2Amt |
| Excess From Year1 | $126,769 | ExcessFromYear1Amt |
| Excess From Current Year | $101,229 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A HELPING HAND AT CHRISTMAS | |||||||
| 23 W ALEXANDER AVE PMB 68 | MERCED | CA | 95348 | NONE | N/A | UNRESTRICTED USE OF EXEMPT ORGANIZATION | $1,000 |
| SALVATION ARMY | |||||||
| 1440 W 12TH | MERCED | CA | 95340 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $5,750 |
| UC REGENTS | |||||||
| PO BOX 2039 | MERCED | CA | 95344 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $11,000 |
| 13 VARIOUS DONATIONS UNDER 1000 | |||||||
| 3700 FINCH RD | MODESTO | CA | 95357 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORGANIZATIONS | $5,500 |
| HINDS HOSPICE | |||||||
| 2490 W SHAW AVE STE 101 | FRESNO | CA | 93711 | NONE | PRIV | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $1,000 |
| SOCIETY FOR HANDICAPPED CHILDREN | |||||||
| 1129 8TH ST STE 101 | MODESTO | CA | 95354 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $4,000 |
| MERCED COUNTY EDUCATIONAL FOUNDATIO | |||||||
| PO BOX 1 | MERCED | CA | 95341 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $1,000 |
| AMERICAN RED CROSS | |||||||
| 4800 HARRY HINES BLVD | DALLAS | TX | 75235 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORGANIZATION. | $1,000 |
| CAMP TAYLOR INC | |||||||
| 5424 PIRRONE RD | SALIDA | CA | 95368 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION. | $3,000 |
| HOWARD TRAINING CENTER | |||||||
| 1424 STONUM ROAD | MODESTO | CA | 95351 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION. | $1,000 |
| RIVERS OF RECOVERY | |||||||
| 170 SAINT MORITZ STRASSE | PARK CITY | UT | 84098 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION. | $2,100 |
| FRESH LIFELINES FOR YOUTH | |||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $10,000 |
| MERCED THEATRE FOUNDATION INC | |||||||
| PO BOX 716 | MERCED | CA | 95341 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $2,200 |
| MERCY MEDICAL CENTER FOUNDATION | |||||||
| 2740 M STREET | MERCED | CA | 95340 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $1,000 |
| ALLIANCE EDUCATION FOUNDATION | |||||||
| 1010 TENTH STREET | MODESTO | CA | 95354 | NONE | PRIVATE | UNRESTRICTED USE OF EXEMPT ORGANIZATION. | $5,000 |
| HEARTS AFIRE FOUNDATION | |||||||
| 3037 WHITEGATE DR | MERCED | CA | 95340 | NONE | PRIVATE | UNRESTRICTED USE OF EXEMPT ORGANIZATION | $4,000 |
| MERCED COLLEGE FOUNDATION | |||||||
| 3600 M ST | MERCED | CA | 95348 | NONE | PUBLIC | UNRESTRICTED USE OF EXEMPT ORGANIZATION | $10,500 |
| STANISLAUS FAMILY JUSTICE CENTER FO | |||||||
| 1625 I STREET | MODESTO | CA | 95354 | NONE | PRIVATE | UNRESTRICTED USE OF EXEMPT ORGANIZATION | $2,500 |
| MERCED COUNTY HISTORICAL SOCIETY | |||||||
| 21ST N STREETS | MERCED | CA | 95340 | NONE | PUBLIC | UNRESTRICTED USE OF EXEMPT ORGANIZATION | $1,000 |
| PLAYHOUSE MERCED | |||||||
| 452 W MAIN ST | MERCED | CA | 95340 | NONE | PUBLIC | UNRESTRICTED USE OF EXEMPT ORGANIZATION | $1,400 |
| CENTER FOR HUMAN SERVICES | |||||||
| 1700 MCHENRY VILLAGE WAY STE 11 | MODESTO | CA | 95350 | NONE | PUBLIC | UNRESTRICTED USE OF EXEMPT ORGANIZATION | $5,998 |
| UNITED WAY OF STANISLAUS | |||||||
| 422 MCHENRY AVE | MODESTO | CA | 95354 | NONE | PUBLIC | UNRESTRICTED USE OF EXEMPT ORGANIZATION | $3,500 |
| BOYS GIRLS CLUB OF STANISLAUS COUNT | |||||||
| 422 MCHENRY AVE | MODESTO | CA | 95354 | NONE | EOF | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $18,167 |
| CHILD ABUSE PREVENTION COUNCIL-STOC | |||||||
| 540 N CALIFORNIA ST | STOCKTON | CA | 95202 | NONE | EOF | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $1,000 |
| LULAC | |||||||
| 1225 8TH STREET SUITE 375 | SACRAMENTO | CA | 95814 | NONE | EOF | UNRESTRICTED USE BY CHARITABLE ORGANIZATION | $500 |
| MAKE DREAMS REAL | |||||||
| 1029 16TH STREET | MODESTO | CA | 95354 | NONE | EOF | UNRESTRICTED USE OF EXEMPT ORGANIZATION | $5,000 |
| MERCED COUNTY ARTS COUNCIL | |||||||
| 645 WEST MAIN STREET | MERCED | CA | 95340 | NONE | PC | UNRESTRICTED USE OF EXEMPT ORGANIZATION | $1,000 |
| MERCED RESCUE MISSION | |||||||
| PO BOX 3319 | MERCED | CA | 95344 | NONE | EOF | UNRESTRICTED USE OF EXEMPT ORGANIZATION | $2,000 |
| ST LUKE'S FAMILY FOUNDATION | |||||||
| 1700 MCHENRY VILLAGE WAY STE 2 | MODESTO | CA | 95350 | NONE | PF | UNRESTRICTED USE OF EXEMPT ORGANIZATION | $1,000 |
| CA STATE UNIVERSITY STANISLAUS | |||||||
| 1 UNIVERSITY CIRCLE | TURLOCK | CA | 95382 | NONE | PC | UNRESTRICTED USE OF EXEMPT ORGANIZATION | $10,000 |
| CUSD FOUNDATION INC | |||||||
| 33122 VALLE ROAD | SAN JUAN CAPISTRANO | CA | 92675 | NONE | PF | UNRESTRICTED USE OF EXEMPT ORGANIZATION | $1,000 |
| MERCED SYMPHONY ASSOCIATION | |||||||
| PO BOX 894 | MERCED | CA | 95341 | NONE | PC | UNRESTRICTED USE OF EXEMPT ORGANIZATION | $1,000 |
| THE FIRST TEE CENTRAL VALLEY | |||||||
| 801 STEWART ROAD | MODESTO | CA | 95356 | NONE | PC | UNRESTRICTED USE OF EXEMPT ORGANIZATION | $2,500 |
| GIRL SCOUTS HEART OF CENTRAL CALIFO | |||||||
| 5172 KIERNAN CT SUITE D | SALIDA | CA | 95368 | NONE | PC | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $1,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $128,315 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,975 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,328 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$4,794 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,303 | ExclusionAmt |
| Related Or Exempt Function Incm | -$4,794 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,509 | 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 | NEAL L COVERT, CPA | CategoryTxt |
| Amt | $1,850 | Amt |
| Net Investment Income | $1,850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GIANELLI & ASSOCIATES | CategoryTxt |
| Legal Fees | $432 | LegalFeesAmt |
| Net Investment Income | $432 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CA FILING FEE | $10 | $10 |
| INVESTMENT MGT FEES | $2,920 | $2,920 |
| REGISTRATION FEE | $50 | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $343 | Amt |
| Net Investment Income | $343 | NetInvestmentIncomeAmt |
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