Sam And Diane Stewart Family Foundation

Salt Lake Cty, UT
Tax-exempt since May 2004
EIN: 20-6090860

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

−$75.2k (2023)

Expenses

$839k (2023)

Total Assets

$1.92M (2023)

Total Liabilities

$167 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

-$75,164

Expenses

$838,947

Net Income

-$914,111

Net Assets

$1,920,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,920
Dividends	$64,252
Sales of Assets	-$143,336
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$818,120	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,921,140
Total Liabilities	$167
Net Assets	$1,920,973

Compensation

Key Employees and Officers	Compensation	Other
Diane P Stewart (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$312,876

Expenses

$669,468

Net Income

-$356,592

Net Assets

$2,835,084

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,574	1.1%
Dividends	$102,545	32.8%
Sales of Assets	$206,757	66.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$656,000	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,835,208
Total Liabilities	$124
Net Assets	$2,835,084

Compensation

Key Employees and Officers	Compensation	Other
Diane P Stewart (Trustee)	$0	$0

990-PF

Filed on Sept. 29, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$751,239

Expenses

$761,174

Net Income

-$9,935

Net Assets

$3,191,676

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47	0.0%
Dividends	$198,131	26.4%
Sales of Assets	$553,061	73.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$735,000	96.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,198,077
Total Liabilities	$6,401
Net Assets	$3,191,676

Compensation

Key Employees and Officers	Compensation	Other
Samuel S Stewart Jr (Trustee)	$0	$0
Diane P Stewart (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

-$411,403

Expenses

$609,052

Net Income

-$1,020,455

Net Assets

$3,201,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$205
Dividends	$109,433
Sales of Assets	$0
Other Income	$27

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$583,973	95.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,201,611
Total Liabilities	$1
Net Assets	$3,201,610

Compensation

Key Employees and Officers	Compensation	Other
Samuel S Stewart Jr (Trustee)	$0	$0
Diane P Stewart (Trustee)	$0	$0

990-PF

Filed on Oct. 21, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$260,495

Expenses

$586,261

Net Income

-$325,766

Net Assets

$4,222,065

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,698	0.7%
Dividends	$173,165	66.5%
Sales of Assets	$83,995	32.2%
Other Income	$1,637	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$571,441	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,222,066
Total Liabilities	$1
Net Assets	$4,222,065

Compensation

Key Employees and Officers	Compensation	Other
Samuel S Stewart Jr (Trustee)	$0	$0
Diane P Stewart (Trustee)	$0	$0

990-PF

Filed on Sept. 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$386,225

Expenses

$311,912

Net Income

$74,313

Net Assets

$4,511,133

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,411	1.4%
Dividends	$101,494	26.3%
Sales of Assets	$270,720	70.1%
Other Income	$8,600	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$293,000	93.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,511,365
Total Liabilities	$232
Net Assets	$4,511,133

Compensation

Key Employees and Officers	Compensation	Other
Samuel S Stewart Jr (Trustee)	$0	$0
Diane P Stewart (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$341,776

Expenses

$141,827

Net Income

$199,949

Net Assets

$4,436,820

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,267	0.4%
Dividends	$84,659	24.8%
Sales of Assets	$239,935	70.2%
Other Income	$15,915	4.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,000	88.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,437,806
Total Liabilities	$986
Net Assets	$4,436,820

Compensation

Key Employees and Officers	Compensation	Other
Samuel S Stewart Jr (Trustee)	$0	$0
Diane P Stewart (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$342,098

Expenses

$404,348

Net Income

-$62,250

Net Assets

$4,227,254

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400,000	> 100%
Interest Revenue	$47	0.0%
Dividends	$137,941	40.3%
Sales of Assets	-$201,794
Other Income	$5,904	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$397,799	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,227,254
Total Liabilities	$0
Net Assets	$4,227,254

Compensation

Key Employees and Officers	Compensation	Other
Samuel S Stewart Jr (Trustee)	$0	$0
Diane P Stewart (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$416,280

Expenses

$473,094

Net Income

-$56,814

Net Assets

$4,369,439

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$318,499	76.5%
Sales of Assets	$74,415	17.9%
Other Income	$23,366	5.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$431,607	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,369,439
Total Liabilities	$0
Net Assets	$4,369,439

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$713,398

Expenses

$874,974

Net Income

-$161,576

Net Assets

$4,426,253

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$312,617	43.8%
Sales of Assets	$337,311	47.3%
Other Income	$63,470	8.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$836,188	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,426,253
Total Liabilities	$0
Net Assets	$4,426,253

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$1,080,021

Expenses

$824,769

Net Income

$255,252

Net Assets

$4,587,829

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$283,638	26.3%
Sales of Assets	$694,074	64.3%
Other Income	$102,307	9.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$724,793	87.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,587,829
Total Liabilities	$0
Net Assets	$4,587,829

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$587,442

Expenses

$451,140

Net Income

$136,302

Net Assets

$4,332,577

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$246,107	41.9%
Sales of Assets	$218,731	37.2%
Other Income	$122,589	20.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$367,166	81.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,332,577
Total Liabilities	$0
Net Assets	$4,332,577

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$490,675

Expenses

$209,252

Net Income

$281,423

Net Assets

$4,196,275

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$255,032	52.0%
Sales of Assets	$186,653	38.0%
Other Income	$48,980	10.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$178,294	85.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,196,275
Total Liabilities	$0
Net Assets	$4,196,275

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Sam And Diane Stewart Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue −$75.2k (2023)

Expenses $839k (2023)

Total Assets $1.92M (2023)

Total Liabilities $167 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

−$75.2k (2023)

Expenses

$839k (2023)

Total Assets

$1.92M (2023)

Total Liabilities

$167 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003