2011-05-16T10:00:18-05:00 2010-06-30 CHERRY BEKAERT & HOLLAND LLP 200 SOUTH 10TH STREET SUITE 900 RICHMOND VA 23219 990 2009-07-01 510251819 THE STEWARD SCHOOL FOUNDATION STEW 8047403394 11600 GAYTON ROAD RICHMOND VA 23238 LISA S DWELLE 8047403394 2011-05-16 1 John Denison 8046734224 2011-05-16 2009 2016-02-24 21:20:13Z LISA S DWELLE 11600 GAYTON ROAD RICHMOND VA 23238 935897 0 X WWW.STEWARDSCHOOL.ORG X 1980 VA THE FOUNDATION IS ORGANIZED TO PROMOTE THE WELFARE AND DEVELOPMENT OF THE STEWARD SCHOOL. ALL ALLOCATIONS TO THE SCHOOL WERE FOR THIS PURPOSE. 16 16 0 16 0 0 3991550 795405 0 227605 140492 0 4219155 935897 4522968 2115770 0 0 0 0 23270 80223 4546238 2195993 -327083 -1260096 12950852 12687837 2035019 2024617 10915833 10663220 THE FOUNDATION IS ORGANIZED TO PROMOTE THE WELFARE AND DEVELOPMENT OF THE STEWARD SCHOOL. ALL ALLOCATIONS TO THE SCHOOL WERE FOR THIS PURPOSE. 0 0 2127645 2115770 THE FOUNDATION IS ORGANIZED TO PROMOTE THE WELFARE AND DEVELOPMENT OF THE STEWARD SCHOOL. ALL ALLOCATIONS TO THE SCHOOL WERE FOR THIS PURPOSE. 2127645 1 1 0 0 0 0 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 1 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 16 16 0 0 0 0 0 0 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 X CHARLES L MENGES 2.00 X X 0 0 0 MARTIN BRILL 1.00 X 0 0 0 HORACE GRAY 1.00 X 0 0 0 STEVE HENDERSON 2.00 X 0 0 0 S ANDERSON HUGHES 1.00 X 0 0 0 GARY LECLAIR 1.00 X 0 0 0 MICHELE MCKINNON 1.00 X X 0 0 0 JOHN NOLDE 1.00 X 0 0 0 MORTON NORMAN 1.00 X 0 0 0 MARK O'NEIL 1.00 X 0 0 0 DENNIS PRYOR 1.00 X 0 0 0 KEVIN STRECKER 1.00 X X 0 0 0 KIRK TATTERSALL 1.00 X 0 0 0 JERRY WAUFORD 1.00 X 0 0 0 JOHN WOODFIN 1.00 X 0 0 0 DAVID WRIGHT 1.00 X 0 0 0 LISA DWELLE 1.00 X 0 94890 3640 0 94890 3640 0 0 0 0 0 795405 75094 795405 140492 140492 935897 0 0 140492 2115770 2115770 MISCELLANEOUS 80223 11875 68348 2195993 2127645 68348 0 4718932 1715457 2378542 2014881 5853378 8957499 12950852 12687837 2035019 2024617 2035019 2024617 X -419545 76953 3301741 2552630 8033637 8033637 10915833 10663220 12950852 12687837 X 0 1 1 X 0 X X 0 0 0 THE STEWARD SCHOOL CORPORATION 540914765 2 1 1 1 2115770 1 2115770 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7537115 1110617 233254 8414478 7417016 1931166 -1583632 227435 7537115 0.00000 1.00000 0.00000 0 0 0 THE RICHMOND FUND 8957499 F 8957499 DUE TO THE STEWARD SCHOOL 2024617 2024617 Part V, Line 4: Description of Intended Use of Endowment Funds: THE SCHOOL'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: Description of Uncertain Tax Positions Under FIN 48: THE STEWARD SCHOOL FOUNDATION QUALIFIES FOR EXEMPTION FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(c)(3). SIMILAR EXEMPTIONS HAVE BEEN GRANTED FROM STATE INCOME TAXES. THE SCHOOL'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, 2010 AND, ACCORDINGLY, NO LIABILITY IS ACCRUED. 1 THE STEWARD SCHOOL CORPORATION 11600 GAYTON ROAD RICHMOND VA 23238 540914765 501(C)(3) 2115770 CAPITAL EXPANSION AND SUPPORT OPERATIONS AT THE STEWARD SCHOOL. 1 0 Other Information: Part IV: 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. X 11 75094 CURRENT MARKET VALUE 0 1 0 Form 990, Part VI, Section B, line 11 COPY OF MAJORITY OF THE FORM 990 PROVIDED TO THE CHAIR AND VICE CHAIR OF THE FOUNDATION. 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, AND THERE MAY BE FULL DISCLOSURE IF THE TRUSTEE WOULD BENEFIT FINANCIALLY FROM THE EVENT. Form 990, Part VI, Section C, line 19 THE FOUNDATION DOES NOT PROVIDE ACCESS TO ITS GOVERNING DOCUMENTS. THE FOUNDATION DOES ALLOW PUBLIC ACCESS TO ITS 990 UPON REQUEST. Form 990, Part XI, Line 2c: There is an Audit Committee that selects the auditors. The Audit Committee meets with the auditors prior to the start of the audit to discuss scope and timing. The Audit Committee meets with the auditors at the completion of the audit to review the draft financial statements and required communications. THE STEWARD SCHOOL CORPORATION 11600 GAYTON ROAD RICHMOND VA 23238 540914765 K-12 SCHOOL VA 501(c)(3) Line 2 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 THE STEWARD SCHOOL CORPORATION B 2115770 tHE STEWARD SCHOOL CORPORATION N 98530