STEWART FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
STEWART FAMILY FOUNDATION (EIN 77-0512105)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-16
IRS object ID
201111369349100541
Schema version
2010v3.2
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)
Timestamp2011-05-16T08:23:29-07:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1COVERT SALES & CRAIG LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1102 West Alexander AvenueAddressLine1
CityMercedCity
StateCAState
ZIP Code95348ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN770512105EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Stewart Family FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSTEWNameControl
Phone2095229011Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13700 Finch RoadAddressLine1
CityModestoCity
StateCAState
ZIP Code95357ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRobert R StewartName
TitleSecretaryTitle
Date Signed2011-05-16DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameNeal L CovertName
Phone2097770115Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY649351FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss99435ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss562InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm562InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm562InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss3247DividendsRevAndExpnss
Dividends Net Invst Incm3247DividendsNetInvstIncm
Dividends Adj Net Incm3247DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss-464NetGainSaleAssetsRevAndExpnss
Total Revenue And Expenses102780TotalRevenueAndExpenses
Total Net Investment Income3809TotalNetInvestmentIncome
Total Adjusted Net Income3809TotalAdjustedNetIncome
Accounting Fees Rev And Expnss1500AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1500AccountingFeesNetInvstIncm
Deprec And Depletion Rev And Expnss0DeprecAndDepletionRevAndExpnss
Other Expenses Rev And Expnss60OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm60OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss1560TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1560TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss64500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps64500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss66060TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1560TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps64500TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses36720ExcessOfRevenueOverExpenses
Net Investment Income2249NetInvestmentIncome
Adjusted Net Income3809AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY347789SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY381726SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV381726SavingsAndTempCashInvstEOYFMV
Investments Other BOY284649InvestmentsOtherBOY
Investments Other EOY287432InvestmentsOtherEOY
Investments Other EOYFMV267625InvestmentsOtherEOYFMV
Total Assets BOY632438TotalAssetsBOY
Total Assets EOY669158TotalAssetsEOY
Total Assets EOYFMV649351TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY632438UnrestrictedBOY
Unrestricted EOY669158UnrestrictedEOY
Total Net Assets BOY632438TotalNetAssetsBOY
Total Net Assets EOY669158TotalNetAssetsEOY
Total Liabilities Net Assets BOY632438TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY669158TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY632438TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses36720ExcessOfRevenueOverExpenses
Subtotal669158Subtotal
Total Net Assets Fund Balances EOY669158TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income-464CapitalGainNetIncome

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax45InvestmentIncomeExciseTax
Subtotal45Subtotal
Tax Based On Investment Income45TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment286EstTaxPaymentsAndOverpayment
Total Credits And Payments286TotalCreditsAndPayments
Overpayment241Overpayment
Amount Credited To Next Year241AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1Robert StewartBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number2095229011BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line13700 Finch RoadAddressLine1
CityModestoCity
StateCAState
ZIP Code95357ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Robert R Stewart
3700 Finch RoadModestoCA95357Secretary0.000
Andrea J Stewart
3700 Finch RoadModestoCA95357CFO0.000
Donald J Stewart Jr
3700 Finch RoadModestoCA95357Vice President0.000
Jana E Stewart-Cezar
3700 Finch RoadModestoCA95357Vice President0.000
Melinda Stewart Wilbur
3700 Finch RoadModestoCA95357President0.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities263176AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances364758AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets627934TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets627934AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable9419CashDeemedCharitable
Net Noncharitable Assets618515NetNoncharitableAssets
Minimum Investment Return30926MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return30926MinimumInvestmentReturn
Tax Based On Investment Income45TaxBasedOnInvestmentIncome
Total Tax45TotalTax
Distributable Amount Before Adj30881DistributableAmountBeforeAdj
Distributable Amount Before Ded30881DistributableAmountBeforeDed
Distributable Amount As Adjusted30881DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions64500ExpensesAndContributions
Qualifying Distributions64500QualifyingDistributions
Adj Qualifying Distributions64500AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted30881DistributableAmountAsAdjusted
Excess Distri Carryover Year591427ExcessDistriCarryoverYear5
Excess Distri Carryover Year434553ExcessDistriCarryoverYear4
Excess Distri Carryover Year366339ExcessDistriCarryoverYear3
Excess Distri Carryover Year250008ExcessDistriCarryoverYear2
Excess Distri Carryover Year138986ExcessDistriCarryoverYear1
Total Excess Distri Carryover281313TotalExcessDistriCarryover
Qualifying Distributions64500QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year30881AppliedToCurrentYear
Remaining Distri From Corpus33619RemainingDistriFromCorpus
Total Corpus314932TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year591427ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year223505ExcessDistriCyovToNextYear
Excess From Year434553ExcessFromYear4
Excess From Year366339ExcessFromYear3
Excess From Year250008ExcessFromYear2
Excess From Year138986ExcessFromYear1
Excess From Current Year33619ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
Parent Resource Center
918 Sierra Dr 3rd FloorModestoCA95351NONEPUBLICBUILDING FUND$5,000
SIERRA VISTA CHILD FAMILY SERVICES
100 POPLAR AVENUEMODESTOCA95354NONEPRIVATEUNRESTRICTED USE BY EXEMPT ORGANIZATION$2,250
SOCIETY FOR HANDICAPPED CHILDREN
1129 8TH ST STE 101MODESTOCA95354NONEPUBLICUNRESTRICTED USE BY EXEMPT ORGANIZATION$1,000
SOROPTIMIST INTL OF THE AMERICAS
16614 AVENUE 320VISALIACA93292NONEPUBLICUNRESTRICTED USE OF EXEMPT ORGANIZATION$1,000
DEL RIO FOUNDATION
811 W GARDENA BLVDGARDENACA90247NONEPRIVUNRESTRICTED USE OF EXEMPT ORGANIZATION$1,000
CENTER FOR HUMAN SERVICES
1700 MCHENRY VILLAGEMODESTOCA95350NONEPRIVUNRESTRICTED USE BY EXEMPT ORGANIZATION$1,000
MERCED THEATRE FOUNDATION
PO BOX 716MERCEDCA95341NONEPRIVUNRESTRICTED USE BY EXEMPT ORGANIZATION$15,000
HOSPICE
601 MCHENRY AVEMODESTOCA95350NONEPRIVUNRESTRICTED USE BY EXEMPT ORGANIZATION$1,000
3 VARIOUS NOMINAL DONATIONS 500 OR
3700 FINCH RDMODESTOCA95357NONEPUBLICUNRESTRICTED USE BY EXEMPT ORGANIZATIONS$1,250
UC REGENTS
PO BOX 2039MERCEDCA95344NONEPUBLICUNRESTRICTED USE BY EXEMPT ORGANIZATION$5,000
THE CHILDREN'S CRISIS CENTER
PO BOX 1062MODESTOCA95353NONEPRIVUNRESTRICTED USE BY EXEMPT ORGANIZATION$2,500
SALVATION ARMY
1440 W 12THMERCEDCA95340NONEPUBLICUNRESTRICTED USE BY EXEMPT ORGANIZATION$1,000
MERCY HOSPITAL FOUNDATION
3317 M STREETMERCEDCA95340NONEPRIVPURCHASE MEDICAL EQUIPMENT FOR LOCAL HOSPITAL$20,000
A HELPING HAND AT CHRISTMAS
23 W ALEXANDER AVE PMB 68MERCEDCA95348NONEN/AUNRESTRICTED USE OF EXEMPT ORGANIZATION$2,500
GALLO ARTS CENTER
PO BOX 1579MODESTOCA95353NONEN/AUNRESTRICTED USE OF EXEMPT ORGANIZATION.$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year64500TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$562ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3,247ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income-464RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$3,809ExclusionAmount
Related Or Exempt Function Income-464RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA3345TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualStewart Charitable Lead TrustContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1580 California St Ste 1800AddressLine1
CitySan FranciscoCity
StateCAState
ZIP Code94104ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions99435AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryNEAL L COVERT, CPACategory
Amount$1,500Amount
Net Investment Income1500NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
REGISTRATION FEES5050
CA FILING FEE1010

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