STEWART FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STEWART FAMILY FOUNDATION (EIN 77-0512105)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-12
- IRS object ID
- 201341329349100304
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-12T13:25:15-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COVERT SALES & CRAIG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 West Alexander Avenue | AddressLine1 |
| City | Merced | City |
| State | CA | State |
| ZIP Code | 95348 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770512105 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stewart Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STEW | NameControl |
| Phone | 2095229011 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 Finch Road | AddressLine1 |
| City | Modesto | City |
| State | CA | State |
| ZIP Code | 95357 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert R Stewart | Name |
| Title | Secretary | Title |
| Date Signed | 2013-05-02 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Neal L Covert | Name |
| PTIN | P00318518 | PTIN |
| Phone | 2097770115 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 647700 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 99435 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 79 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 79 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 79 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 2956 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2956 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 2956 | DividendsAdjNetIncm |
| Total Revenue And Expenses | 102470 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3035 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 3035 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 467 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 467 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 467 | LegalFeesAdjNetIncm |
| Accounting Fees Rev And Expnss | 1650 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1650 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 1650 | AccountingFeesAdjNetIncm |
| Other Expenses Rev And Expnss | 95 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 95 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 95 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 2212 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2212 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 2212 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 122520 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 122520 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 124732 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2212 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 2212 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 122520 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -22262 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 823 | NetInvestmentIncome |
| Adjusted Net Income | 823 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 395427 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 370244 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 370244 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 290316 | InvestmentsOtherBOY |
| Investments Other EOY | 293238 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 277456 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 1 | OtherAssetsBOY |
| Total Assets BOY | 685744 | TotalAssetsBOY |
| Total Assets EOY | 663482 | TotalAssetsEOY |
| Total Assets EOYFMV | 647700 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 685744 | UnrestrictedBOY |
| Unrestricted EOY | 663482 | UnrestrictedEOY |
| Total Net Assets BOY | 685744 | TotalNetAssetsBOY |
| Total Net Assets EOY | 663482 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 685744 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 663482 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 685744 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -22262 | ExcessOfRevenueOverExpenses |
| Subtotal | 663482 | Subtotal |
| Total Net Assets Fund Balances EOY | 663482 | TotalNetAssetsFundBalancesEOY |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 16 | InvestmentIncomeExciseTax |
| Subtotal | 16 | Subtotal |
| Tax Based On Investment Income | 16 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 216 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 216 | TotalCreditsAndPayments |
| Overpayment | 200 | Overpayment |
| Amount Credited To Next Year | 200 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Stewart | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2095229011 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 Finch Road | AddressLine1 |
| City | Modesto | City |
| State | CA | State |
| ZIP Code | 95357 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Robert R Stewart | ||||||
| 3700 Finch Road | Modesto | CA | 95357 | Secretary | 0.00 | 0 |
| Andrea J Stewart | ||||||
| 3700 Finch Road | Modesto | CA | 95357 | CFO | 0.00 | 0 |
| Donald J Stewart Jr | ||||||
| 3700 Finch Road | Modesto | CA | 95357 | Vice President | 0.00 | 0 |
| Jana E Stewart-Cezar | ||||||
| 3700 Finch Road | Modesto | CA | 95357 | Vice President | 0.00 | 0 |
| Melinda Stewart Wilbur | ||||||
| 3700 Finch Road | Modesto | CA | 95357 | President | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 272560 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 382836 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 655396 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 655396 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9831 | CashDeemedCharitable |
| Net Noncharitable Assets | 645565 | NetNoncharitableAssets |
| Minimum Investment Return | 32278 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 32278 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 16 | TaxBasedOnInvestmentIncome |
| Total Tax | 16 | TotalTax |
| Distributable Amount Before Adj | 32262 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 32262 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 32262 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 122520 | ExpensesAndContributions |
| Qualifying Distributions | 122520 | QualifyingDistributions |
| Adj Qualifying Distributions | 122520 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 32262 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 66339 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 50008 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 38986 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 33619 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 51826 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 240778 | TotalExcessDistriCarryover |
| Qualifying Distributions | 122520 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 32262 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 90258 | RemainingDistriFromCorpus |
| Total Corpus | 331036 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 66339 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 264697 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 50008 | ExcessFromYear4 |
| Excess From Year3 | 38986 | ExcessFromYear3 |
| Excess From Year2 | 33619 | ExcessFromYear2 |
| Excess From Year1 | 51826 | ExcessFromYear1 |
| Excess From Current Year | 90258 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| MAKE-A-WISH FOUNDATION OF CENTRAL C | |||||||
| 83 E SHAW AVE STE 202 | FRESNO | CA | 93710 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $600 |
| YOSEMITE FOUNDATION | |||||||
| 101 MONTGOMERY ST STE 1700 | SAN FRANCISCO | CA | 94104 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $2,500 |
| STANISLAUS COMMUNITY FOUNDATION | |||||||
| 1226 ELEVENTH ST | MODESTO | CA | 95354 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $2,500 |
| PARENT RESOURCE CENTER | |||||||
| PO BOX 582893 | MODESTO | CA | 95358 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $2,000 |
| MODESTO YOUTH SOCCER ASSOC INC | |||||||
| PO BOX 577229 | MODESTO | CA | 95357 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $1,000 |
| MODESTO CHAMBER OF COMMERCE | |||||||
| 1114 J STREET | MODESTO | CA | 95354 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $1,000 |
| MERCY MEDICAL CENTER FOUNDATION | |||||||
| 2740 M STREET | MERCED | CA | 95340 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $1,000 |
| MERCED THEATRE FOUNDATION INC | |||||||
| PO BOX 716 | MERCED | CA | 95341 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $31,200 |
| MERCED COUNTY ARTS COUNCIL INC | |||||||
| 645 W MAIN ST | MERCED | CA | 95340 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $1,000 |
| BUILDING DREAMS FOUNDATION | |||||||
| PO BOX 2188 | MANTECA | CA | 95336 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $5,000 |
| HERITAGE FOUNDATION | |||||||
| 2805 MILO WAY | LAS VEGAS | NV | 89102 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $1,000 |
| GLAUCOMA RESEARCH FOUNDATION | |||||||
| 251 POST ST STE 600 | SAN FRANCISCO | CA | 94108 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $1,000 |
| FRESH LIFELINES FOR YOUTH | |||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $10,000 |
| COSTA FAMILY FOUNDATION | |||||||
| 4285 SPYRES WAY | MODESTO | CA | 95356 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $2,500 |
| COMMUNITY HOSPICE FOUNDATION | |||||||
| 4368 SPYRES WAY | MODESTO | CA | 95356 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $2,000 |
| BLESSINGS IN A BACKPACK INC | |||||||
| 4121 SHELBYVILL ROAD | LOUISVILLE | KY | 40207 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $2,500 |
| STATE THEATRE OF MODESTO | |||||||
| 1307 J STREET | MODESTO | CA | 95354 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION. | $2,500 |
| UNIVERSITY OF THE PACIFIC | |||||||
| 3601 PACIFIC AVENUE | STOCKTON | CA | 95211 | 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. | $2,000 |
| PLANT A SEED FOUNDATION | |||||||
| PO BOX 1039 | MODESTO | CA | 95353 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION. | $500 |
| HOWARD TRAINING CENTER | |||||||
| 1424 STONUM ROAD | MODESTO | CA | 95351 | NONE | PRIVATE | UNRESTRICTED USE BY EXEMPT ORGANIZATION. | $1,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 4031 TECHNOLOGY DRIVE | MODESTO | CA | 95356 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $1,500 |
| BOYS GIRLS CLUB OF MERCED | |||||||
| 315 W 15TH | MERCED | CA | 95340 | NONE | PUBLIC | UNRESTRICTED USE OF EXEMPT ORGANIZATION. | $2,820 |
| SIERRA VISTA CHILD FAMILY SERVICES | |||||||
| 100 POPLAR AVENUE | MODESTO | CA | 95354 | NONE | PRIVATE | 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 | $6,000 |
| HOSPICE | |||||||
| 601 MCHENRY AVE | MODESTO | CA | 95350 | NONE | PRIV | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $1,000 |
| 4 VARIOUS NOMINAL DONATIONS 500 OR | |||||||
| 3700 FINCH RD | MODESTO | CA | 95357 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORGANIZATIONS | $1,200 |
| UC REGENTS | |||||||
| PO BOX 2039 | MERCED | CA | 95344 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $5,000 |
| THE CHILDREN'S CRISIS CENTER | |||||||
| PO BOX 1062 | MODESTO | CA | 95353 | NONE | PRIV | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $1,200 |
| SALVATION ARMY | |||||||
| 1440 W 12TH | MERCED | CA | 95340 | NONE | PUBLIC | UNRESTRICTED USE BY EXEMPT ORGANIZATION | $1,500 |
| MERCY HOSPITAL FOUNDATION | |||||||
| 3317 M STREET | MERCED | CA | 95340 | NONE | PRIV | PURCHASE MEDICAL EQUIPMENT FOR LOCAL HOSPITAL | $20,000 |
| A HELPING HAND AT CHRISTMAS | |||||||
| 23 W ALEXANDER AVE PMB 68 | MERCED | CA | 95348 | NONE | N/A | UNRESTRICTED USE OF EXEMPT ORGANIZATION | $2,500 |
| GALLO ARTS CENTER | |||||||
| PO BOX 1579 | MODESTO | CA | 95353 | NONE | N/A | UNRESTRICTED USE OF EXEMPT ORGANIZATION. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 122520 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $79 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,956 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,035 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3035 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Stewart Charitable Lead Trust | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 California St Ste 1800 | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 99435 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NEAL L COVERT, CPA | Category |
| Amount | $1,650 | Amount |
| Net Investment Income | 1650 | NetInvestmentIncome |
| Adjusted Net Income | 1650 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GIANELLI & ASSOCIATES | Category |
| Amount | $467 | Amount |
| Net Investment Income | 467 | NetInvestmentIncome |
| Adjusted Net Income | 467 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| REGISTRATION FEES | 50 | 50 | 50 |
| CA FILING FEE | 10 | 10 | 10 |
| BANK FEES | 35 | 35 | 35 |
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