Civic Intelligence

The Todd & Lisa Stuart Foundation Inc

990PF • Fiscal year 2013 • EIN 13-4023827

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 08, 2013

Organization Profile
1404 White StreetSuite33040
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

55th percentile

2.8%

Faster asset growth than 55% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$739,523

Up $20,312 (+2.8%) from 2012

Net Assets

$739,523

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$47,731

Up $21,898 (+85%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $785,536Liabilities 2011: $02011Assets 2012: $719,211Liabilities 2012: $02012Assets 2013: $739,523Liabilities 2013: $0Net Assets 2013: $739,5232013Assets 2014: $756,467Liabilities 2014: $0Net Assets 2014: $756,4672014Assets 2015: $630,879Liabilities 2015: $0Net Assets 2015: $630,8792015Assets 2016: $575,764Liabilities 2016: $0Net Assets 2016: $575,7642016Assets 2017: $537,464Liabilities 2017: $0Net Assets 2017: $537,4642017Assets 2018: $507,266Liabilities 2018: $0Net Assets 2018: $507,2662018Assets 2019: $474,276Liabilities 2019: $0Net Assets 2019: $474,2762019Assets 2020: $355,681Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $208,231Liabilities 2022: $0Net Assets 2022: $208,2312022Assets 2023: $169,601Liabilities 2023: $0Net Assets 2023: $169,6012023Assets 2024: $93,019Liabilities 2024: $0Net Assets 2024: $93,0192024Assets 2025: $44,540Liabilities 2025: $0Net Assets 2025: $44,5402025

Highlighted filing

2013

Assets$739,523
Liabilities$0
Net Assets$739,523
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2011: $15,872Expenses 2011: $30,306Net Income 2011: -$14,4342011Revenue 2012: -$65,548Expenses 2012: $25,833Net Income 2012: -$91,3812012Expenses 2013: $47,7312013Revenue 2014: $45,742Expenses 2014: $29,798Net Income 2014: $15,9442014Revenue 2015: -$71,566Expenses 2015: $65,258Net Income 2015: -$136,8242015Revenue 2016: $21,287Expenses 2016: $76,402Net Income 2016: -$55,1152016Revenue 2017: $16,611Expenses 2017: $54,911Net Income 2017: -$38,3002017Revenue 2018: $3,282Expenses 2018: $33,480Net Income 2018: -$30,1982018Revenue 2019: $7,328Expenses 2019: $40,318Net Income 2019: -$32,9902019Revenue 2020: $5,080Expenses 2020: $123,675Net Income 2020: -$118,5952020Revenue 2021: $3,911Expenses 2021: $40,787Net Income 2021: -$36,8762021Revenue 2022: $4,114Expenses 2022: $114,689Net Income 2022: -$110,5752022Revenue 2023: $18,820Expenses 2023: $57,450Net Income 2023: -$38,6302023Revenue 2024: -$60,133Expenses 2024: $16,449Net Income 2024: -$76,5822024Revenue 2025: $60,006Expenses 2025: $108,485Net Income 2025: -$48,4792025

Highlighted filing

2013

Revenue-
Expenses$47,731
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 8, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD A STUARTPresident-$0--
GREGG L STUARTVice President-$0--
LISA B STUARTSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNAMES SCHEDULE AVAILABLETHRE PURPOSE OF THE ABOVE CONTRIBUTIONS IS TO AID EACH DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTION.STATUS: 501(C)(3)KEY WEST, FL, US$27,700
Filing and Contact Details

Filer

EIN
13-4023827
Raw XML Appendix287 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0116571
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0JP MORGAN CHASE
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0405768
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0WESLEY CAPITAL
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0405768
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount013777
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount029866
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses068043
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss020031
IRS990PF/BalanceSheets/CapitalStockBOY01464381
IRS990PF/BalanceSheets/CapitalStockEOY01464381
IRS990PF/BalanceSheets/CashBOY051684
IRS990PF/BalanceSheets/CashEOY023531
IRS990PF/BalanceSheets/CashEOYFMV023531
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0310224
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0-745170
IRS990PF/BalanceSheets/RetainedEarningsEOY0-724858
IRS990PF/BalanceSheets/TotalAssetsBOY0719211
IRS990PF/BalanceSheets/TotalAssetsEOY0739523
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0545870
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0719211
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0719211
IRS990PF/BalanceSheets/TotalNetAssetsEOY0739523
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome029866
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses020312
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0739523
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0719211
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0739523
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted07146
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj07146
IRS990PF/DistributableAmount/DistributableAmountBeforeDed07146
IRS990PF/DistributableAmount/MinimumInvestmentReturn07450
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0304
IRS990PF/DistributableAmount/TotalTax0304
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0304
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0304
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0304
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0233
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments071
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0545870
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0151260
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances043556
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0107704
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02269
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn07450
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0148991
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0151260
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0TODD A STUART
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1GREGG L STUART
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LISA B STUART
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101404 WHITE STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111404 WHITE STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine121404 WHITE STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0KEY WEST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1KEY WEST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2KEY WEST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode033040
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode133040
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode233040
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct06258
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets05954
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.039962
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.01648
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.02101
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.062862
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.082983
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.016475
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0148991
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10491494
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20574502
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30134023
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50827030
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0304
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear108100
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2012070
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear308425
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5013625
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.19981
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions028896
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions029200
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0304
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions029200
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10TODD A STUART
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03053044340
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101404 WHITE ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0KEY WEST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0330400093
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
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IRS990PF/StatementsRegardingActy4720/RelyingCurrNoticeDisasterAsst20X
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvestments/Description10NOT APPLICABLE
IRS990PF/SupplementaryInformation/ContributingManager0TODD A STUART
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount027700
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0THRE PURPOSE OF THE ABOVE CONTRIBUTIONS IS TO AID EACH DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTION.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10NAMES SCHEDULE AVAILABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0STATUS: 501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0RELATIONSHIP: NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101404 WHITE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0KEY WEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode033040
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NOT APPLICABLE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear027700
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear04693
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IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted07146
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
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IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome013561
IRS990PF/UndistributedIncome/QualifyingDistributions029200
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount1013561
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears013561
IRS990PF/UndistributedIncome/UndistributedIncomeCY02453
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear024507
OtherExpensesSchedule/OtherExpenses/Description0PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpenses/Description1WESLEY MANAGEMENT FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome048
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome111609
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks048
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks111609
OtherIncomeSchedule2/OtherIncome/Description0THRU WESLEY CAPITAL LP EIN 20-1261928
OtherIncomeSchedule2/OtherIncome/Description1UNREALIZED LOSSES THRU WESLEY PARTNERS
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome04156
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks04156
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks120244
TaxesSchedule/Taxes/Amount0142
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX
TaxesSchedule/Taxes/Category1FOREIGN TAX WITHHELD
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0134023827
ReturnHeader/Filer/InCareOfName0% TODD A STUART
ReturnHeader/Filer/Name/BusinessNameLine10THE TODD A STUART FOUNDATION INC
ReturnHeader/Filer/NameControl0TODD
ReturnHeader/Filer/Phone03053044340
ReturnHeader/Filer/USAddress/AddressLine101404 WHITE STREET
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0KEY WEST
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033040
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-08
ReturnHeader/Officer/Name0TODD STUART
ReturnHeader/Officer/Phone03043054340
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10IAT RE LTD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1048 WALL STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode010005
ReturnHeader/Preparer/Name0MICHAEL PICKETT
ReturnHeader/Preparer/Phone02123895835
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-08T10:11:09-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$739,523
Liabilities
$0
Net assets
$739,523
Revenue
-
Expenses
$47,731
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.60$1.08$0.48
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.60$0.16$0.77
2023Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.19$0.57$0.39
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.04$1.15$1.11
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$0.41$0.37
2020Detailed filing. Detailed filing data is available for this year.$3.56$0.00$0.00$0.05$1.24$1.19
2019Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.07$0.40$0.33
2018Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.03$0.33$0.30
2017Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.17$0.55$0.38
2016Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.21$0.76$0.55
2015Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.72$0.65$1.37
2014Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$0.46$0.30$0.16
2013Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.48
2012Summary only. Only limited summary data is available for this year.$7.19$0.00$0.66$0.26$0.91
2011Summary only. Only limited summary data is available for this year.$7.86$0.00$0.16$0.30$0.14