2015-11-10T10:15:06-06:00 2015-06-30 560574444 CHERRY BEKAERT LLP 1111 METROPOLITAN AVE STE 1000 CHARLOTTE NC 28204 990 2014-07-01 510251819 THE STEWARD SCHOOL FOUNDATION STEW 8047403394 11600 GAYTON ROAD RICHMOND VA 23238 LISA S DWELLE ASSOCIATE HEAD OF SCHOOL 8047403394 2015-11-06 1 KELLIANNE F BENSON P01345659 7043771678 2014 2016-03-07 17:11:31Z LISA S DWELLE 11600 GAYTON ROAD RICHMOND VA 23238 1374118 0 X WWW.STEWARDSCHOOL.ORG X 1980 VA TO RAISE FUNDS FOR CAPITAL EXPANSION AND TO SUPPORT THE OPERATIONS OF THE STEWARD SCHOOL. 8 8 0 8 0 0 327243 208568 0 0 653832 1165550 0 0 981075 1374118 455872 453655 0 0 0 0 0 0 0 163880 132592 619752 586247 361323 787871 14134768 14078698 1391781 951423 12742987 13127275 THE FOUNDATION'S EXEMPT PURPOSE IS TO PROMOTE THE WELFARE AND DEVELOPMENT OF THE STEWARD SCHOOL, A PRIVATE NONPROFIT INSTITUTION THAT PROVIDES EDUCATIONAL INSTRUCTION FOR CHILDREN FROM PRE-KINDERGARTEN THROUGH TWELFTH GRADE. 0 0 437779 437779 THE FOUNDATION MAKES GRANTS TO THE STEWARD SCHOOL TO ENABLE THE SCHOOL TO PROVIDE COMPREHENSIVE EDUCATIONAL PROGRAMS TO 614 STUDENTS IN JUNIOR KINDERGARTEN THROUGH GRADE 12. 15876 15876 THE FOUNDATION MAKES GRANTS TO THE STEWARD SCHOOL TO ENABLE THE SCHOOL TO PROVIDE SCHOLARSHIPS TO THOSE FAMILIES WITH FINANCIAL NEED. 453655 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 VA X MS LISA DWELLE 8047403394 11600 GAYTON ROAD RICHMOND VA 23238 MARTIN BRILL DIRECTOR 1.00 X 0 0 0 JEFF HARRISON DIRECTOR 1.00 X 0 0 0 MARK O'NEIL DIRECTOR 1.00 X 0 0 0 BRIAN THARP DIRECTOR 1.00 X 0 0 0 SCOTT FRAYSER DIRECTOR 1.00 X 0 0 0 MICHELE MCKINNON CHAIRMAN AND PRESIDENT 2.00 X X 0 0 0 KEVIN STRECKER VICE CHAIR 1.00 X X 0 0 0 BILL WADDELL SECRETARY 1.00 X X 0 0 0 LISA DWELLE TREASURER 5.00 40.00 X 0 108483 10370 STEPHANIE BOWLIN EXECUTIVE COORDINATOR/ASST. SECRETARY 1.00 39.00 X 0 54417 424 0 162900 10794 0 0 0 0 0 208568 12110 208568 124573 124573 1040977 0 1040977 1040977 1040977 1374118 0 0 1165550 453655 453655 131935 131935 CAPITAL CAMPAIGN EXPENS 596 596 MISC INVESTMENT FEES 61 61 586247 453655 132592 0 706226 519684 887074 778389 12541468 12780625 14134768 14078698 24997 33394 1366784 918029 1391781 951423 X 76236 76175 4784855 5169204 7881896 7881896 12742987 13127275 14134768 14078698 787871 -403583 0 X 0 1 X 1 0 X X 1 THE STEWARD SCHOOL CORPORATION 540914765 2 1 453655 0 1 453655 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11427172 731479 532737 11625914 9940474 1815048 328350 11427172 9547856 1250156 857538 9940474 9689784 194524 336452 9547856 8414478 1580261 304955 9689784 0.00000 0.68000 0.32000 0 0 0 THE RICHMOND FUND 12780625 F 12780625 DUE TO THE STEWARD SCHOOL 918029 918029 X PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY NINE INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PURPOSES INCLUDE SUPPORT FOR SCHOOL OPERATIONS, FINANCIAL AID, HEALTH AND WELLNESS PROGRAMS, AND COMMUNITY BUILDING PROGRAMS. PART X, LINE 2: THE FOUNDATION'S POLICY IS TO RECORD A LIABILITY FOR UNRECOGNIZED TAX BENEFITS, AND ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT A TAX POSITION TAKEN BY MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS OR RELATED INTEREST AND PENALTIES AT JUNE 30, 2015 AND, ACCORDINGLY, NO LIABILITY IS ACCRUED. 1 THE STEWARD SCHOOL CORPORATION 11600 GAYTON ROAD RICHMOND VA 23238 540914765 501(C)(3) 437779 CAPITAL EXPANSION AND SUPPORT OPERATIONS AT THE STEWARD SCHOOL. THE STEWARD SCHOOL CORPORATION 11600 GAYTON ROAD RICHMOND VA 23238 540914765 501(C)(3) 15876 SCHOLARSHIP AWARDS 1 0 PART I, LINE 2: THE SCHOOL REQUESTS A TRANSFER FROM THE FOUNDATION AND PROVIDES SUFFICIENT DOCUMENTATION TO SUPPORT THE REQUEST IN THE CASE OF CAPITAL TRANSFERS. FOR THE ANNUAL CONTRIBUTION, THE TRANSFER IS APPROVED BY THE BOARD. THE FOUNDATION REVIEWS THE REQUEST AND MAKES THE APPROPRIATE TRANSFER. THE ANNUAL CONTRIBUTION IS BASED ON 4% OF THE AVERAGE THREE-YEAR VALUE OF THE ENDOWMENT. SCHOLARSHIPS ARE AWARDED TO STUDENTS OF THE SCHOOL. THE AWARD IS PAID DIRECTLY TO THE SCHOOL ON BEHALF OF THE AWARD RECIPIENT. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD OF THE DIRECTORS SHALL BE APPOINTED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES OF THE STEWARD SCHOOL, A RELATED ORGANIZATION, FOR SUCH TERM AS SUCH CHAIRMAN MAY DEEM APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE TREASURER OF THE FOUNDATION PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES COMPLETE AN ANNUAL CERTIFICATE AND DISCLOSE DURING THE YEAR IF ANY CONFLICTS ARISE. IN THE EVENT OF A CONFLICT, THE TRUSTEE WOULD NOT BE PERMITTED TO VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION HAS NO FULL-TIME EMPLOYEES. ALL PERSONNEL IN SUPPORT OF THE FOUNDATION ARE EMPLOYEES OF THE STEWARD SCHOOL, A RELATED ORGANIZATION, AND ARE SUBJECT TO THE COMPENSATION POLICIES OF THE SCHOOL. THE STEWARD SCHOOL REVIEWS THE COMPENSATION OF ITS KEY EMPLOYEES ON AN ANNUAL BASIS TO ENSURE THAT COMPENSATION IS REASONABLE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE STEWARD SCHOOL CORPORATION 11600 GAYTON ROAD RICHMOND VA 23238 540914765 JK-12 SCHOOL VA 501(C)(3) LINE 2 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE STEWARD SCHOOL CORPORATION B 453655 ACTUAL THE STEWARD SCHOOL CORPORATION O 162900 ACTUAL