STEWART CELLERS FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- STEWART CELLERS FOUNDATION INC (EIN 83-0336987)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-20
- IRS object ID
- 201221729349100212
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-20T12:28:59-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dooley and Jelly CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 293 South Main Street | AddressLine1 |
| City | Buffalo | City |
| State | WY | State |
| ZIP Code | 828341826 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830336987 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWART CELLERS FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STEW | NameControl |
| Phone | 3074682702 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 373 | AddressLine1 |
| City | Upton | City |
| State | WY | State |
| ZIP Code | 82730 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Diana I White | Name |
| Title | Trustee | Title |
| Date Signed | 2012-06-20 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tracey Jelly | Name |
| Phone | 3076845519 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 1295950 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 461110 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 6821 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6821 | InterestOnSavingsNetInvstIncm |
| Other Income Rev And Expnss | 36288 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 36288 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 504219 | TotalRevenueAndExpenses |
| Total Net Investment Income | 43109 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 88 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 88 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 2280 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 2280 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 885 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 885 | AccountingFeesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 5443 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 5443 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 4310 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4207 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 103 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 13006 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9650 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3356 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 7500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 7500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 20506 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9650 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 10856 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 483713 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 33459 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 100 | CashBOY |
| Savings And Temp Cash Invst BOY | 812137 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1100337 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1100337 | SavingsAndTempCashInvstEOYFMV |
| Other Assets EOY | 195613 | OtherAssetsEOY |
| Other Assets EOYFMV | 195613 | OtherAssetsEOYFMV |
| Total Assets BOY | 812237 | TotalAssetsBOY |
| Total Assets EOY | 1295950 | TotalAssetsEOY |
| Total Assets EOYFMV | 1295950 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 812237 | CapitalStockBOY |
| Capital Stock EOY | 1295950 | CapitalStockEOY |
| Total Net Assets BOY | 812237 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1295950 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 812237 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1295950 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 812237 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 483713 | ExcessOfRevenueOverExpenses |
| Subtotal | 1295950 | Subtotal |
| Total Net Assets Fund Balances EOY | 1295950 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 9460 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 334876 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.02825 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.02825 | TotalDistributionRatio |
| Average Distribution Ratio | 0.02825 | AverageDistributionRatio |
| Net Noncharitable Assets | 1257314 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 35518 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 335 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 35853 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 10856 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 669 | InvestmentIncomeExciseTax |
| Subtotal | 669 | Subtotal |
| Tax Based On Investment Income | 669 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 16 | PenaltyForUnderpayment |
| Tax Due | 685 | TaxDue |
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 | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | WY | StatesFiledWith |
| 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 | Diana L White | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3074682702 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 373 | AddressLine1 |
| City | Upton | City |
| State | WY | State |
| ZIP Code | 82730 | 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|
| Liane Sewell | |||||||
| PO Box 358 | Upton | WY | 82730 | Trustee | 0.25 | 0 | |
| Judy Ludeman | |||||||
| PO Box 286 | Upton | WY | 82730 | Trustee | 0.25 | 0 | |
| Diana White | |||||||
| PO Box 373 | Upton | WY | 82730 | Trustee | 0.25 | 0 | 88 |
| 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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1078126 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 198335 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1276461 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1276461 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 19147 | CashDeemedCharitable |
| Net Noncharitable Assets | 1257314 | NetNoncharitableAssets |
| Minimum Investment Return | 62866 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 62866 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 669 | TaxBasedOnInvestmentIncome |
| Total Tax | 669 | TotalTax |
| Distributable Amount Before Adj | 62197 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 62197 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 62197 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 10856 | ExpensesAndContributions |
| Qualifying Distributions | 10856 | QualifyingDistributions |
| Adj Qualifying Distributions | 10856 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 62197 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 7284 | UndistributedIncomePriorYear |
| Qualifying Distributions | 10856 | QualifyingDistributions |
| Applied To Year1 | 7284 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3572 | AppliedToCurrentYear |
| Undistributed Income CY | 58625 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | Hoofprints of the Past Museum | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 344 Nolan Ave | AddressLine1 |
| City | Kaycee | City |
| State | WY | State |
| ZIP Code | 82639 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | none | RecipientRelationship |
| Recipient Foundation Status | NonProfit | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | Operating Expenses | PurposeOfGrantOrContribution |
| Amount | $7,500 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 7500 | 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 | $6,821 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $36,288 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $43,109 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 43109 | 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 | Albert Stewart Cellers Trust | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 N Main St | AddressLine1 |
| City | Buffalo | City |
| State | WY | State |
| ZIP Code | 82834 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 461110 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | Mineral ownership | NoncashPropertyDescription |
| Fair Market Value | 201056 | FairMarketValue |
| Date Received | 2011-01-01 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $885 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 885 | DisbursementsCharitablePrps |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $2,280 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2280 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Mineral Interest | Description |
| EOY Book Value | 195613 | EOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Royalty Expenses | 4207 | 4207 | |
| FILING FEES | 25 | 25 | |
| BANK FEES | 78 | 78 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 36288 | RevenueAndExpensesPerBooks |
| Net Investment Income | 36288 | NetInvestmentIncome |