STEWARTS FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STEWARTS FOUNDATION (EIN 52-2373263)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202541349349302979
- Schema version
- 2024v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T08:03:59-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463435031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BATTAGLIA & ASSOCIATES CPA'S PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 ROUTE 236 | AddressLine1Txt |
| City | HALFMOON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522373263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWART'S FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEW | BusinessNameControlTxt |
| Phone | 5185811201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 435 | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN SHAW | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5185811201 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph D Battaglia CPA | PreparerPersonNm |
| PTIN | P00019159 | PTIN |
| Phone | 5186647063 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RYAN SHAW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 435 | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,057,859 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO COLLECT DONATIONS AT INDIVIDUAL STEWARTS SHOPS AND USE FUNDS TO SUPPORT 501(C)(3) CHARITABLE ORGANIZATIONS AND TO PROMOTE AND FOSTER THE TAX EXEMPT PURPOSES | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,035,448 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,981,245 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $45,669 | PYInvestmentIncomeAmt |
| CY Investment Income | $103,742 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,081,117 | PYTotalRevenueAmt |
| CY Total Revenue | $2,084,987 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,033,400 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,054,179 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,615 | PYOtherExpensesAmt |
| CY Other Expenses | $7,090 | CYOtherExpensesAmt |
| PY Total Expenses | $2,040,015 | PYTotalExpensesAmt |
| CY Total Expenses | $2,061,269 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $41,102 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $23,718 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,057,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,080,719 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,057,001 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,080,719 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO COLLECT DONATIONS AT INDIVIDUAL STEWARTS SHOPS AND USE FUNDS TO SUPPORT 501(C)(3) CHARITABLE ORGANIZATIONS AND TO PROMOTE AND FOSTER THE TAX EXEMPT PURPOSES | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,054,179 | ExpenseAmt |
| Grant | $2,054,179 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FOR 2024 THE FOUNDATION COLLECTED $886,298 FROM INDIVIDUALS MAKING CONTRIBUTIONS AT VARIOUS STEWARTS SHOPS. THESE FUNDS WERE MATCHED BY THE STEWARTS CORPORATION AND DISTRIBUTED TO VARIOUS TAX-EXEMPT ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $2,054,179 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN SHAW | PersonNm |
| Phone | 5185811201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 435 | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SUSAN L DAKE | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RYAN SHAW | ||||||
| SECRETARY AND TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DYLAN CHAPPELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,981,245 | AllOtherContributionsAmt |
| Noncash Contributions | $1,087,872 | NoncashContributionsAmt |
| Total Contributions | $1,981,245 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,111 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $100,111 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,976,503 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,972,872 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,631 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,631 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,631 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,084,987 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $103,742 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,054,179 | TotalAmt |
| Program Services | $2,054,179 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,800 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $6,800 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BANK SERVICE CHARGES | $15 | $0 | $15 | $0 |
| FILING FEE | $275 | $0 | $275 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,061,269 | TotalAmt |
| Program Services | $2,054,179 | ProgramServicesAmt |
| Management And General | $7,090 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,565 | BOYAmt |
| EOY | $11,060 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,444,287 | BOYAmt |
| EOY | $1,300,525 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,601,149 | BOYAmt |
| EOY | $1,744,589 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $24,545 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,057,001 | BOYAmt |
| EOY | $3,080,719 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,364,916 | BOYAmt |
| EOY | $2,179,985 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $692,085 | BOYAmt |
| EOY | $900,734 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,057,001 | BOYAmt |
| EOY | $3,080,719 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,057,001 | BOYAmt |
| EOY | $3,080,719 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $23,718 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,880,798 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,014,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,032,544 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,035,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,981,245 | CurrentTaxYearAmt |
| Total | $9,944,046 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,880,798 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,014,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,032,544 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,035,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,981,245 | CurrentTaxYearAmt |
| Total | $9,944,046 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,860,599 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,083,447 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,301 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,111 | CurrentTaxYearAmt |
| Total | $215,096 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,159,142 | TotalSupportAmt |
| Public Support CY170 | 0.50040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.51440 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $692,085 | BeginningYearBalanceAmt |
| Contributions | $208,649 | ContributionsAmt |
| End Year Balance | $900,734 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $717,117 | BeginningYearBalanceAmt |
| Other Expenditures | $25,032 | OtherExpendituresAmt |
| End Year Balance | $692,085 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $725,472 | BeginningYearBalanceAmt |
| Other Expenditures | $8,355 | OtherExpendituresAmt |
| End Year Balance | $717,117 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $728,705 | BeginningYearBalanceAmt |
| Other Expenditures | $3,233 | OtherExpendituresAmt |
| End Year Balance | $725,472 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $732,220 | BeginningYearBalanceAmt |
| Other Expenditures | $3,515 | OtherExpendituresAmt |
| End Year Balance | $728,705 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| Book Value | $24,545 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $24,545 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $2,084,987 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $2,084,987 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,084,987 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,061,269 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,061,269 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,061,269 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| American Red Cross of NENY | ||||||
| 33 Everett Road | Albany | NY | 12205 | 141338306 | $19,500 | CHARITABLE |
| Captain Community Human Services Inc | ||||||
| 5 Municipal Plaza | Clifton Park | NY | 12065 | 141637304 | $10,000 | CHARITABLE |
| Catholic Charities of Saratoga County | ||||||
| 142 Regent Street | Saratoga Springs | NY | 12866 | 141578051 | $8,000 | CHARITABLE |
| Center for Disability Services | ||||||
| 314 South Manning Blvd | Albany | NY | 12208 | 141425851 | $9,000 | CHARITABLE |
| Children's Home of Jefferson County | ||||||
| 1704 State Street | Watertown | NY | 13601 | 150532089 | $6,500 | CHARITABLE |
| Clinton County Christmas Bureau | ||||||
| PO Box 1253 | Plattsburgh | NY | 12901 | 562300125 | $7,000 | CHARITABLE |
| Families in Need of Assistance Inc | ||||||
| 69 BROOKLINE AVENUE | Albany | NY | 12203 | 141755079 | $6,000 | CHARITABLE |
| Girl Scouts of NENY | ||||||
| 8 Mountain View Ave | Albany | NY | 12205 | 141438466 | $7,500 | CHARITABLE |
| Girls Inc of the Greater Capital Region | ||||||
| 962 Albany St | Schenectady | NY | 12307 | 141434157 | $8,000 | CHARITABLE |
| Glens Falls Area Youth Center | ||||||
| PO Box 469 | Glens Falls | NY | 12801 | 141505150 | $7,000 | CHARITABLE |
| Historic Hudson Valley Radio | ||||||
| PO Box 4364 | Kingston | NY | 12401 | 237085346 | $7,000 | CHARITABLE |
| Junior Achievement of NENY | ||||||
| 45 Hudson Avenue Unit 1487 | Albany | NY | 12201 | 141429763 | $6,000 | CHARITABLE |
| Little Falls Youth & Family Center (YMCA) | ||||||
| 15 Jackson Street | Little Falls | NY | 13365 | 150532273 | $5,500 | CHARITABLE |
| Mechanicville Area Community Services Center | ||||||
| 6 South Main Street | Mechanicville | NY | 12118 | 141536118 | $8,200 | CHARITABLE |
| RMHC of the Capital Region | ||||||
| 139 South Lake Avenue | Albany | NY | 12208 | 222356004 | $5,500 | CHARITABLE |
| Saratoga Regional YMCA | ||||||
| 290 West Avenue | Saratoga Springs | NY | 12866 | 141427442 | $7,500 | CHARITABLE |
| Saratoga Springs Recreation Department | ||||||
| 15 Vanderbilt Avenue | Saratoga Springs | NY | 12866 | 146002423 | $5,500 | CHARITABLE |
| Sycamore Collaborative | ||||||
| PO Box 1049 | Schenectady | NY | 12301 | 141548263 | $9,250 | CHARITABLE |
| St Johnsville Youth Center | ||||||
| PO Box 274 | Saint Johnsville | NY | 13452 | 510163771 | $6,500 | CHARITABLE |
| St Peter's Hospital Foundation | ||||||
| 317 South Manning Blvd | Albany | NY | 12208 | 222262982 | $12,000 | CHARITABLE |
| The Boys & Girls Club of Schenectady | ||||||
| 400 Craig Street | Schenectady | NY | 12307 | 141364595 | $9,000 | CHARITABLE |
| Food Pantries for the Capital District Inc | ||||||
| 32 Essex Street | Albany | NY | 12206 | 141752164 | $10,000 | CHARITABLE |
| Things of My Very Own Inc | ||||||
| 243-249 GREEN STREET | Schenectady | NY | 12305 | 900370316 | $7,500 | CHARITABLE |
| Troy Youth Association | ||||||
| PO Box 867 | Troy | NY | 12180 | 222203966 | $7,500 | CHARITABLE |
| Twin Rivers Council BSA | ||||||
| 253 Washington Ave Ext | Albany | NY | 12205 | 141340028 | $6,000 | CHARITABLE |
| Vanderheyden | ||||||
| 614 Cooper Hill Road | Wynantskill | NY | 12198 | 141338575 | $5,500 | CHARITABLE |
| Wellspring | ||||||
| 480 Broadway LL20 | Saratoga Springs | NY | 12866 | 141644567 | $8,000 | CHARITABLE |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4355 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,087,872 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET QUOTATION | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. |
| Pt VI, Line 18 | FORM 990 AND FORM 1023 ARE AVAILABLE BY WRITTEN REQUEST. |
| Pt VI, Line 19 | GOVERNING DOCUMENTS ARE AVAILABLE BY WRITTEN REQUEST. |
| Pt VI, Line 2 | BOARD MEMBERS ARE ALSO EMPLOYEES OF STEWARTS SHOPS. |
| Pt VI, Line 8a | BOARD MINUTES ARE WRITTEN AND SUBSEQUENTLY APPROVED FOR |
| Pt VI, Line 8b | EACH MEETING. |