Civic Intelligence

Stewart Foundation

990PF • Fiscal year 2023 • EIN 13-6162897

Oct 01, 2022 to Sep 30, 2023 • Filed on Jun 09, 2024

Organization Profile
181 South AvenueNew Canaan, CT 06840

(203) 966-4146

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

100th percentile

9075%

Higher net margin than 100% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

10th percentile

-18%

Faster asset growth than 10% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$509,336

Down $111,640 (-18%) from 2022

Net Assets

Down

$509,336

Down $111,640 (-18%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$1,184

Down $45,208 (-103%) from 2022

Expenses

Up

$106,259

Up $22,546 (+27%) from 2022

Net Income

Down

-$107,443

Down $67,754 (-171%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$800K$600K$400K$200K$0Assets 2011: $615,979Liabilities 2011: $02011Assets 2012: $580,740Liabilities 2012: $02012Assets 2013: $706,569Liabilities 2013: $02013Assets 2014: $680,938Liabilities 2014: $02014Assets 2015: $752,407Liabilities 2015: $02015Assets 2017: $764,124Liabilities 2017: $0Net Assets 2017: $764,1242017Assets 2018: $746,130Liabilities 2018: $0Net Assets 2018: $746,1302018Assets 2019: $762,658Liabilities 2019: $0Net Assets 2019: $762,6582019Assets 2020: $787,469Liabilities 2020: $0Net Assets 2020: $787,4692020Assets 2021: $654,137Liabilities 2021: $0Net Assets 2021: $654,1372021Assets 2022: $620,976Liabilities 2022: $0Net Assets 2022: $620,9762022Assets 2023: $509,336Liabilities 2023: $0Net Assets 2023: $509,3362023Assets 2024: $619,136Liabilities 2024: $0Net Assets 2024: $619,1362024

Highlighted filing

2023

Assets$509,336
Liabilities$0
Net Assets$509,336
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2011: $105,405Expenses 2011: $44,026Net Income 2011: $61,3792011Revenue 2012: $57,376Expenses 2012: $49,329Net Income 2012: $8,0472012Revenue 2013: $121,044Expenses 2013: $97,169Net Income 2013: $23,8752013Revenue 2014: $92,659Expenses 2014: $49,960Net Income 2014: $42,6992014Revenue 2015: $102,003Expenses 2015: $57,810Net Income 2015: $44,1932015Revenue 2017: $86,772Expenses 2017: $57,707Net Income 2017: $29,0652017Revenue 2018: $32,716Expenses 2018: $65,423Net Income 2018: -$32,7072018Revenue 2019: $33,174Expenses 2019: $87,189Net Income 2019: -$54,0152019Revenue 2020: $68,518Expenses 2020: $76,208Net Income 2020: -$7,6902020Revenue 2021: $29,106Expenses 2021: $79,359Net Income 2021: -$50,2532021Revenue 2022: $44,024Expenses 2022: $83,713Net Income 2022: -$39,6892022Revenue 2023: -$1,184Expenses 2023: $106,259Net Income 2023: -$107,4432023Revenue 2024: $28,512Expenses 2024: $84,551Net Income 2024: -$56,0392024

Highlighted filing

2023

Revenue-$1,184
Expenses$106,259
Net Income-$107,443
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jun 9, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA STEWARTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Stewart Foundation
EIN
13-6162897
Phone
2039664146
Address
181 SOUTH AVENUE, NEW CANAAN, CT 06840

Signing Officer

Name
Barbara Stewart
Title
Trustee
Signed
2024-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Haims & Buzzeo Co Pc
Address
666 SUMMER ST, STAMFORD, CT 06901
Preparer
Michael Buzzeo
Phone
2033245117
Raw XML Appendix361 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/InvestmentsCorporateStockGrp/EOYBookValueAmt0374368
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CONTRIBUTIONS WILL BE PRIMARILY MADE TO THOSE SECTION 501(C)(3) ORGANIZATIONS THAT ARE ENGAGED IN THE DEVELOPMENT PROMOTION & PRESERVSATION & INTEREST IN CULTURAL - OR HISTORICAL ACTIVITIES, CONVERSATION & PRESERVATION OF OPEN SPACE & NATURAL RESOURCES & PROGRAMS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SECTION 501(C) 93) ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SECTION 501 (C) (3) ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SECTION 501 (C) (3) ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SECTION 501 (C) (3) ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SECTION 501 (C) (3) ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FAIRFIELD CO HOSPICE HOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JOSLIN DIABETES CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MEALS ON WHEEELS OF NEW C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NEW CANAAN AMBULANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SMILE TRAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7STAYING PUT IN NEW CANAAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8NORWALK HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PRIVATE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 DEN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1ONE JOSLIN PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23 FARM ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3182 SOUTH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt414 BYINGTON PL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5633 3RD AVE9TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6165 SOUTH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt758 PINE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt838 MAPLE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STAMFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW CANAAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NORWALK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEW CANAAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NEW CANAAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NORWALK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006903
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd406850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd606840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd706840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd806850
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt098500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt028626
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028626
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt041749
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt072500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0184123
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt069874
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt041749
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt072500
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt098500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt069874
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0184123
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0114249
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-4197
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN(LOSS) ON MARKETABLE SECURITES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06004
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
TaxesSchedule/TaxesDetail/Amt0625
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA STEWART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEWART FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEW
ReturnHeader/Filer/EIN0136162897
ReturnHeader/Filer/PhoneNum02039664146
ReturnHeader/Filer/USAddress/AddressLine1Txt0181 SOUTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0NEW CANAAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006840
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061135365
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAIMS & BUZZEO CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0666 SUMMER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STAMFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006901
ReturnHeader/PreparerPersonGrp/PhoneNum02033245117
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL BUZZEO
ReturnHeader/ReturnTs02024-06-17T16:06:52-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEWART
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$509,336
Liabilities
$0
Net assets
$509,336
Revenue
-$1,184
Expenses
$106,259
Net income
-$107,443
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.29$0.85$0.56
2023Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.01$1.06$1.07
2022Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.44$0.84$0.40
2021Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.29$0.79$0.50
2020Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.69$0.76$0.08
2019Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.33$0.87$0.54
2018Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$0.33$0.65$0.33
2017Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.87$0.58$0.29
2015Summary only. Only limited summary data is available for this year.$7.52$0.00$1.02$0.58$0.44
2014Summary only. Only limited summary data is available for this year.$6.81$0.00$0.93$0.50$0.43
2013Summary only. Only limited summary data is available for this year.$7.07$0.00$1.21$0.97$0.24
2012Summary only. Only limited summary data is available for this year.$5.81$0.00$0.57$0.49$0.08
2011Summary only. Only limited summary data is available for this year.$6.16$0.00$1.05$0.44$0.61