STRATEGY STUDIO / PUBLIC DATA EXPLORER

STEWARTS FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
STEWARTS FOUNDATION (EIN 52-2373263)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-04-05
IRS object ID
201220969349300407
Schema version
2011v1.2
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)
Timestamp2012-04-05T09:22:25-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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
TitleCFOTitle
Phone5185811201Phone
Date Signed2012-04-03DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKENNETH B CLAFLIN CPAName
Phone5187863550Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

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 Receipts1794380GrossReceipts
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 Body3NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year1341854ContributionsGrantsPriorYear
Contributions Grants Current Year1594048ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-155357InvestmentIncomePriorYear
Investment Income Current Year4474InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year1186497TotalRevenuePriorYear
Total Revenue Current Year1598522TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1423066GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1420994GrantsAndSimilarAmntsCY
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 Year1423066TotalExpensesPriorYear
Total Expenses Current Year1420994TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-236569RevenuesLessExpensesPriorYear
Revenues Less Expenses CY177528RevenuesLessExpensesCY
Total Assets BOY1354911TotalAssetsBOY
Total Assets EOY1532439TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1354911NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1532439NetAssetsOrFundBalancesEOY
Mission DescriptionTO COLLECT DONATIONS AT INDIVDUALMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense1420994Expense
Grants1420994Grants
DescriptionFOR 2011 THE FOUNDATION COLLECTED $698,190 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 Expense1420994TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
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 Members3NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
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 (3 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
SUSAN L DAKE
PRESIDENT2.00XX000
DAVID A FARR
TREASURER1.00XX000
JOAN MAXAM
SECRETARY1.00XX000
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions1594048AllOtherContributions
Total Contributions1594048TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column3904TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities196428Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities195858Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities570Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column570TotalRevenueColumn
Related Or Exempt Function Income570RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1598522TotalRevenueColumn
Related Or Exempt Function Income4474RelatedOrExemptFunctionIncome

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1420994Total
Program Services1420994ProgramServices

Other Expenses OtherExpenses

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

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1420994Total
Program Services1420994ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY600BOY
EOY800EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1201396BOY
EOY1388737EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY152915BOY
EOY142902EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1354911BOY
EOY1532439EOY

Total Liabilities TotalLiabilities

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

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1354911BOY
EOY1532439EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1354911BOY
EOY1532439EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1354911BOY
EOY1532439EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses177528ReconcilationRevenueExpenses
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
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 Years1459170CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1340247CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1329648CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1341854CurrentTaxYearMinus1Year
Current Tax Year1594048CurrentTaxYear
Total7064967Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1459170CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1340247CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1329648CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1341854CurrentTaxYearMinus1Year
Current Tax Year1594048CurrentTaxYear
Total7064967Total
FieldValueIRS element (for citing)
Public Support Total1707064967PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years65816CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years-21786CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years9005CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4766CurrentTaxYearMinus1Year
Current Tax Year4474CurrentTaxYear
Total62275Total
FieldValueIRS element (for citing)
Total Support7127242TotalSupport
Public Support Pertcentage1700.99130PublicSupportPertcentage170
Public Support Pertcent Prior Year0.98750PublicSupportPertcentPriorYear
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)
Total Revenue1598522TotalRevenue
Total Expenses1420994TotalExpenses
Excess Or Deficit For Year177528ExcessOrDeficitForYear
Excess Or Deficit Per FS177528ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1598522TotRevenueEtcAuditedFinclStmt
Revenue Subtotal1598522RevenueSubtotal
Total Revenue Per Form9901598522TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1420994TotExpensesEtcAuditedFinclStmt
Expenses Subtotal1420994ExpensesSubtotal
Total Expenses Per Form9901420994TotalExpensesPerForm990

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 RDALBANYNY12205141338306501(c)318000Charitable
BOY SCOUTS TWIN RIVERS COUNCIL
253 WASHINGTON AVENUE EXTALBANYNY12205141340028501(c)315500Charitable
CAPTAIN YOUTH AND FAMILY SERVICES
5 MUNICIPAL PLAZACLIFTON PARKNY12065141637304501(c)36500Charitable
CENTER FOR DISABILITY SERVICES
314 SOUTH MANNING BLVDALBANYNY12208141425851501(c)38000Charitable
CLINTON COUNTY CHRISTMAS BUREAU
PO BOX 1253PLATTSBURGHNY12901562300125501(c)36500Charitable
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)314000Charitable
FAMILY YMCA OF THE GLENS FALLS AREA
600 GLEN STGLENS FALLSNY12801141340008501(c)36000Charitable
GIRLS INCORPORATED GREATER CAPITAL REGION
962 ALBANY STSCHENECTADYNY12307141434157501(c)36500Charitable
GIRL SCOUTS OF NENY
8 MOUNTAIN VIEW AVEALBANYNY12205141438466501(c)35500Charitable
NORTHEAST PARENT AND CHILD SOCIETY
530 FRANKLIN STSCHENECTADYNY12307141646198501(c)37500Charitable
SALVATION ARMY SARATOGA SPRINGS
27 WOODLAWN AVESARATOGA SPRINGSNY12866160743180501(c)35500Charitable
SCHENECTADY INNER CITY MINISTRY
930 ALBANY STSCHENECTADYNY12307141548263501(c)35500Charitable
STILLWATER AREA COMMUNITY SERVICES CENTER
19 PALMES STSTILLWATERNY12170141742181501(c)36500Charitable
ST PETER'S HOSPITAL FOUNDATION
319 SOUTH MANNING BLVDALBANYNY12208222262982501(c)350000Charitable
TROY YOUTH ASSOCIATION
PO BOX 867TROYNY12180222203966501(c)36000Charitable
VANDERHEYDEN HALL INC
PO BOX 219 RTE 355WYNANSKILLNY12198141338575501(c)35500Charitable
WGHQ HAPPY CHRISTMAS FUND
PO BOX 4364KINGSTONNY12401237085346501(c)37500Charitable
WILDWOOD FOUNDATION
2995 CURRY RD EXTALBANYNY12205222132752501(c)310000Charitable
YMCA WATERTOWN
119 WASHINGTON STREETWATERTOWNNY13601150559207501(c)310000Charitable
YMCA SARATOGA
PO BOX 4610SARATOGA SPRINGSNY12866141427442501(c)36750Charitable

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 11aFORM 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.