STEWARTS FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
STEWARTS FOUNDATION (EIN 52-2373263)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-04-13
IRS object ID
201331039349300908
Schema version
2012v2.0
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)
Timestamp2013-04-13T08:05:04-07:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CUSACK & COMPANY CPAS LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line17 AIRPORT PARK BLVDAddressLine1
CityLATHAMCity
StateNYState
ZIP Code12110ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN522373263EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1STEWART'S FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSTEWNameControl
Phone5185811201Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 435AddressLine1
CitySARATOGA SPRINGSCity
StateNYState
ZIP Code12866ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAVID FARRName
TitleSECRETARY/TREASURERTitle
Phone5185811201Phone
Date Signed2013-04-10DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKENNETH B CLAFLIN CPAName
Phone5187863550Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDAVID FARRNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1PO BOX 435AddressLine1
CitySARATOGA SPRINGSCity
StateNYState
ZIP Code12866ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2516282GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2002YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionTO COLLECT DONATIONS AT INDIVDUAL STEWART'S SHOPS AND USE FUNDS TO SUPPORT 501(C)(3) CHARITABLE ORGANIZATIONS AND TO PROMOTE AND FOSTER THE TAX EXEMPT PURPOSES OF THE CHARITABLE BENEFICIARIES.ActivityOrMissionDescription
Nbr Voting Members Governing Body2NbrVotingMembersGoverningBody
Nbr Independent Voting Members2NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year1594048ContributionsGrantsPriorYear
Contributions Grants Current Year1593348ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year4474InvestmentIncomePriorYear
Investment Income Current Year4389InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year1598522TotalRevenuePriorYear
Total Revenue Current Year1597737TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1420994GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1482750GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expenses Current Year0OtherExpensesCurrentYear
Total Expenses Prior Year1420994TotalExpensesPriorYear
Total Expenses Current Year1482750TotalExpensesCurrentYear
Revenues Less Expenses Prior Year177528RevenuesLessExpensesPriorYear
Revenues Less Expenses CY114987RevenuesLessExpensesCY
Total Assets BOY1532439TotalAssetsBOY
Total Assets EOY1647426TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1532439NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1647426NetAssetsOrFundBalancesEOY
Mission DescriptionTO COLLECT DONATIONS AT INDIVDUALMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense1482750Expense
Grants1482750Grants
DescriptionFOR 2012 THE FOUNDATION COLLECTED $674,803 FROM INDIVIDUALS MAKING CONTRIBUTIONS AT VARIOUS STEWART'S SHOPS. THESE FUNDS WERE MATCHED BY THE STEWART'S CORPORATION AND DISTRIBUTED TO VARIOUS 501(C)(3) TAX-EXEMPT ORGANIZATIONS.Description
Total Program Service Expense1482750TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingfalseComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members2NbrVotingGoverningBodyMembers
Number Independent Voting Members2NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonDAVID A FARRNamePerson
Telephone Number5185811201TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 435AddressLine1
CitySARATOGA SPRINGSCity
StateNYState
ZIP Code12866ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (2 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
SUSAN L DAKE
PRESIDENT2.00XX000
DAVID A FARR
SECRETARY/TREASURER1.00XX000
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions1593348AllOtherContributions
Noncash Contributions918545NoncashContributions
Total Contributions1593348TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2696TotalRevenueColumn
Exclusion$2,696ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities920238Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities918545Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities1693Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column1693TotalRevenueColumn
Exclusion$1,693ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1597737TotalRevenueColumn
Exclusion$4,389ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1482750Total
Program Services1482750ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1482750Total
Program Services1482750ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY800BOY
EOY2146EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1388737BOY
EOY1441061EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY142902BOY
EOY204219EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1532439BOY
EOY1647426EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1532439BOY
EOY1647426EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1532439BOY
EOY1647426EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1532439BOY
EOY1647426EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses114987ReconcilationRevenueExpenses
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1340247CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1329648CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1341854CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1594048CurrentTaxYearMinus1Year
Current Tax Year1593348CurrentTaxYear
Total7199145Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1340247CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1329648CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1341854CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1594048CurrentTaxYearMinus1Year
Current Tax Year1593348CurrentTaxYear
Total7199145Total
FieldValueIRS element (for citing)
Public Support Total1707199145PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-21786CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years9005CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4766CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4474CurrentTaxYearMinus1Year
Current Tax Year2696CurrentTaxYear
Total-845Total
FieldValueIRS element (for citing)
Total Support7198300TotalSupport
Public Support Pertcentage1700PublicSupportPertcentage170
Public Support Pertcent Prior Year0.99130PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170
Public Support Total5090PublicSupportTotal509
Public Support Percentage5090PublicSupportPercentage509
Investment Income Percentage0InvestmentIncomePercentage

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Tot Revenue Etc Audited Fincl Stmt1597737TotRevenueEtcAuditedFinclStmt
Revenue Subtotal1597737RevenueSubtotal
Total Revenue Per Form9901597737TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1482750TotExpensesEtcAuditedFinclStmt
Expenses Subtotal1482750ExpensesSubtotal
Total Expenses Per Form9901482750TotalExpensesPerForm990

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (22 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
AMERICAN RED CROSS OF NENY
33 EVERETT ROADALBANYNY12205141338306501(c)318500Charitable
BOY SCOUTS TWIN RIVERS COUNCIL
253 WASHINGTON AVENUE EXTALBANYNY12205141340028501(c)315500Charitable
CAPTAIN YOUTH AND FAMILY SERVICES
5 MUNICIPAL PLAZACLIFTON PARKNY12065141637304501(c)37000Charitable
CENTER FOR DISABILITY SERVICES
314 SOUTH MANNING BLVDALBANYNY12208141425851501(c)38500Charitable
CLINTON COUNTY CHRISTMAS BUREAU
PO BOX 1253PLATTSBURGHNY12901562300125501(c)37000Charitable
BACKSTRETCH EMPLOYEE SERVICES TEAM
40 GEYSER RDSARATOGA SPRINGSNY12866112976735501(c)316000Charitable
COMMUNITY HOSPISE FOUNDATION
295 VALLEY VIEW BLVDRENSSELAERNY12144141608921501(c)310000Charitable
EMPIRE STATE COLLEGE FOUNDATION
28 UNION AVESARATOGA SPRINGSNY12866510193595501(c)320000Charitable
FAMILY YMCA OF THE GLENS FALLS AREA
600 GLEN STGLENS FALLSNY12801141340008501(c)36500Charitable
GIRLS INCORPORATED GREATER CAPITAL REGION
962 ALBANY STSCHENECTADYNY12307141434157501(c)36500Charitable
GIRL SCOUTS OF NENY
8 MOUNTAIN VIEW AVEALBANYNY12205141438466501(c)36000Charitable
NORTHEAST PARENT AND CHILD SOCIETY
530 FRANKLIN STSCHENECTADYNY12307141646198501(c)37500Charitable
SCHENECTADY INNER CITY MINISTRY
930 ALBANY STSCHENECTADYNY12307141548263501(c)36500Charitable
STILLWATER AREA COMMUNITY SERVICES CENTER
19 PALMES STSTILLWATERNY12170141742181501(c)37500Charitable
TROY YOUTH ASSOCIATION
PO BOX 867TROYNY12180222203966501(c)36500Charitable
VANDERHEYDEN HALL INC
PO BOX 219 RTE 355WYNANSKILLNY12198141338575501(c)35500Charitable
WGHQ HAPPY CHRISTMAS FUND
PO BOX 4364KINGSTONNY12401237085346501(c)37500Charitable
YMCA SARATOGA
PO BOX 4610SARATOGA SPRINGSNY12866141427442501(c)36750Charitable
COLLEGE OF ST ROSE
432 WESTERN AVENUEALBANYNY12203141338371501(c)310000Charitable
MECHANICVILLE AREA COMMUNITY SERVICES CENTER
6 SOUTH MAIN STREETMECHANICVILLENY12118141536118501(c)35500Charitable
BOYS AND GIRLS CLUBS OF SCHENECTADY
PO BOX 466SCHENECTADYNY12301141364595501(c)38000Charitable
DOMESTIC VIOLENCE AND RAPE CRISIS SERVICES OF SARATOGA COUNTY
142 REGENT STREETSARATOGA SPRINGSNY12866141644567501(c)35500Charitable

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPt I Line 2Identifier
ExplanationTHE USE OF GRANT FUNDS ARE MONITORED BY THE BOARD OF DIRECTORS.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierExplanationExplanation
Pt VI, Line 11bFORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS
PRIOR TO SUBMISSION.
Pt VI, Line 19FORM 990 IS AVAILABLE ON THE STEWARTS SHOPS WEBSITE,
OR BY WRITTEN REQUEST.GOVERNING DOCUMENTS ARE AVAILABLE
UPON REQUEST.
Pt VI, Line 2BOARD MEMEBERS ARE ALSO EMPLOYEES OF STEWARTS SHOPS.
Pt VI, Line 8aBOARD MINUTES ARE WRITTEN AND SUBSEQUENTLY APPROVED FOR
EACH MEETING.

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