Civic Intelligence

Stuart Family Charitable Trust

EIN 26-6160713 • Rancho Santa Fe, CA

PO Box 3Rancho Santa Fe, CA 92067
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

86th percentile

31%

Faster asset growth than 86% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

495%

Faster revenue growth than 97% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$522,221

Down $28,189 (-5.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$522,221

Down $28,189 (-5.1%) from 2021

Revenue

Down

$24,194

Down $33,776 (-58%) from 2021

Expenses

Up

$52,383

Up $7,530 (+17%) from 2021

Net Income

Down

-$28,189

Down $41,306 (-315%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2014: $531,729Liabilities 2014: $0Net Assets 2014: $531,7292014Assets 2015: $527,018Liabilities 2015: $0Net Assets 2015: $527,0182015Assets 2016: $501,459Liabilities 2016: $0Net Assets 2016: $501,4592016Assets 2017: $502,127Liabilities 2017: $0Net Assets 2017: $502,1272017Assets 2018: $515,744Liabilities 2018: $0Net Assets 2018: $515,7442018Assets 2019: $522,865Liabilities 2019: $0Net Assets 2019: $522,8652019Assets 2020: $537,293Liabilities 2020: $0Net Assets 2020: $537,2932020Assets 2021: $550,410Liabilities 2021: $0Net Assets 2021: $550,4102021Assets 2022: $522,221Liabilities 2022: $0Net Assets 2022: $522,2212022

Highlighted filing

2022

Assets$522,221
Liabilities$0
Net Assets$522,221

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2014: $37,064Expenses 2014: $47,447Net Income 2014: -$10,3832014Revenue 2015: $33,740Expenses 2015: $38,451Net Income 2015: -$4,7112015Revenue 2016: $21,729Expenses 2016: $47,288Net Income 2016: -$25,5592016Revenue 2017: $19,784Expenses 2017: $19,116Net Income 2017: $6682017Revenue 2018: $21,365Expenses 2018: $7,748Net Income 2018: $13,6172018Revenue 2019: $41,170Expenses 2019: $34,049Net Income 2019: $7,1212019Revenue 2020: $39,805Expenses 2020: $25,377Net Income 2020: $14,4282020Revenue 2021: $57,970Expenses 2021: $44,853Net Income 2021: $13,1172021Revenue 2022: $24,194Expenses 2022: $52,383Net Income 2022: -$28,1892022

Highlighted filing

2022

Revenue$24,194
Expenses$52,383
Net Income-$28,189

Filings

Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 29, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES M STUARTTrustee-$0--
CANDACE P STUARTTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLITTLE HOOVES RESCUE INCORPORATEDGENERALPCENCINITAS, CA, US$28,500
Paid GrantCOMMUNITIES IN SCHOOLS OF LOS ANGELES INCGENERALPCLOS ANGELES, CA, US$7,000
Paid GrantBRIDGE OF HOPE SD INCGENERALPCSAN DIEGO, CA, US$2,000
Filing and Contact Details

Filer

Filer Name
Stuart Family Charitable Trust
EIN
26-6160713
Phone
8585589200
Address
PO BOX 3, RANCHO SANTA FE, CA 92067

Signing Officer

Name
James M Stuart
Title
Trustee
Phone
8585589200
Signed
2022-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Lindsay & Brownell Llp
Address
4225 EXECUTIVE SQUARE SUITE 1150, LA JOLLA, CA 92037
Preparer
Michelle a Myhra
Phone
8585589200
Raw XML Appendix311 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES M STUART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CANDACE P STUART
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt035890
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04792
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048176
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040682
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012286
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04792
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0GOLDMAN SACHS #727 INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt27
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03552
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt127
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03552
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt127
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt27
TaxesSchedule/TaxesDetail/Amt0242
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ATTORNEY GENERAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt125
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES M STUART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08585589200
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STUART FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STUA
ReturnHeader/Filer/EIN0266160713
ReturnHeader/Filer/PhoneNum08585589200
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3
ReturnHeader/Filer/USAddress/CityNm0RANCHO SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092067
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330885895
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDSAY & BROWNELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04225 EXECUTIVE SQUARE SUITE 1150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA JOLLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092037
ReturnHeader/PreparerPersonGrp/PhoneNum08585589200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE A MYHRA
ReturnHeader/ReturnTs02022-05-16T16:34:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STUART
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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