Civic Intelligence

The Martha and Alexis Stewart Charitable Foundation

EIN 57-1167957 • Katonah, NY

CO M Stewart 48 Girdle Ridge RoadKatonah, NY 10536
Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-1272%

Higher net margin than 2% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Asset Growth

6th percentile

-22%

Faster asset growth than 6% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-88%

Faster revenue growth than 5% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$4,180,393

Down $1,196,000 (-22%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$4,180,393

Down $1,196,000 (-22%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin2nd percentile

Revenue

Down

$76,322

Down $564,031 (-88%) from 2023

Expenses

Up

$1,047,301

Up $1,004,789 (+2364%) from 2023

Net Income

Down

-$970,979

Down $1,568,820 (-262%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

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

$30M$20M$10M$0Assets 2010: $24,584,663Liabilities 2010: $0Net Assets 2010: $24,584,6632010Assets 2011: $24,603,674Liabilities 2011: $12011Assets 2012: $24,659,340Liabilities 2012: $12012Assets 2013: $24,682,950Liabilities 2013: $0Net Assets 2013: $24,682,9502013Assets 2014: $24,885,326Liabilities 2014: $0Net Assets 2014: $24,885,3262014Assets 2015: $28,918,961Liabilities 2015: $0Net Assets 2015: $28,918,9612015Assets 2016: $28,805,968Liabilities 2016: $0Net Assets 2016: $28,805,9682016Assets 2017: $28,749,034Liabilities 2017: $0Net Assets 2017: $28,749,0342017Assets 2018: $29,214,403Liabilities 2018: $0Net Assets 2018: $29,214,4032018Assets 2019: $29,032,662Liabilities 2019: $0Net Assets 2019: $29,032,6622019Assets 2020: $28,806,171Liabilities 2020: $0Net Assets 2020: $28,806,1712020Assets 2021: $4,810,899Liabilities 2021: $0Net Assets 2021: $4,810,8992021Assets 2022: $4,778,552Liabilities 2022: $0Net Assets 2022: $4,778,5522022Assets 2023: $5,376,393Liabilities 2023: $0Net Assets 2023: $5,376,3932023Assets 2024: $4,180,393Liabilities 2024: $0Net Assets 2024: $4,180,3932024

Highlighted filing

2024

Assets$4,180,393
Liabilities$0
Net Assets$4,180,393
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

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

$10M$0-$10M-$20M-$30MExpenses 2010: $2,5232010Revenue 2011: $1,019,693Expenses 2011: $1,000,682Net Income 2011: $19,0112011Revenue 2012: $56,405Expenses 2012: $739Net Income 2012: $55,6662012Revenue 2013: $54,895Expenses 2013: $31,285Net Income 2013: $23,6102013Revenue 2014: $206,937Expenses 2014: $4,561Net Income 2014: $202,3762014Revenue 2015: $4,042,547Expenses 2015: $8,913Net Income 2015: $4,033,6342015Revenue 2016: $65,892Expenses 2016: $644,076Net Income 2016: -$578,1842016Revenue 2017: -$33,847Expenses 2017: $56,338Net Income 2017: -$90,1852017Revenue 2018: $560,611Expenses 2018: $163,938Net Income 2018: $396,6732018Revenue 2019: $43,017Expenses 2019: $1,252,653Net Income 2019: -$1,209,6362019Revenue 2020: $16,788Expenses 2020: $886,069Net Income 2020: -$869,2812020Revenue 2021: -$23,490,188Expenses 2021: $395,772Net Income 2021: -$23,885,9602021Revenue 2022: $20,396Expenses 2022: $52,643Net Income 2022: -$32,2472022Revenue 2023: $640,353Expenses 2023: $42,512Net Income 2023: $597,8412023Revenue 2024: $76,322Expenses 2024: $1,047,301Net Income 2024: -$970,9792024

Highlighted filing

2024

Revenue$76,322
Expenses$1,047,301
Net Income-$970,979
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,180,393
Liabilities
$0
Net assets
$4,180,393
Revenue
$76,322
Expenses
$1,047,301
Net income
-$970,979
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.08$1.05$0.97
2023Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.64$0.04$0.60
2022Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.02$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$23.5$0.40$23.9
2020Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$0.02$0.89$0.87
2019Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$0.04$1.25$1.21
2018Detailed filing. Detailed filing data is available for this year.$29.2$0.00$29.2$0.56$0.16$0.40
2017Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$0.03$0.06$0.09
2016Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$0.07$0.64$0.58
2015Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$4.04$0.01$4.03
2014Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$0.21$0.00$0.20
2013Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$0.05$0.03$0.02
2012Summary only. Only limited summary data is available for this year.$24.7$0.00$0.06$0.00$0.06
2011Summary only. Only limited summary data is available for this year.$24.6$0.00$1.02$1.00$0.02
2010Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA STEWARTTrustee-$0--
ALEXIS G STEWARTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Martha & Alexis Stewart Charitable
EIN
57-1167957
Phone
9147679753
Address
CO M STEWART 48 GIRDLE RIDGE ROAD, KATONAH, NY 10536

Signing Officer

Name
Martha Stewart
Title
Trustee
Phone
2032926482
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
151 WEST 42ND STREET 19TH FLOOR, NEW YORK, NY 10036
Preparer
Lynne Johnson
Phone
2123721000
Raw XML Appendix360 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HOSPITAL FOR SPECIAL SURGERY FUND INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ICHAN SCHOOL OF MEDICINE AT MOUNT SINAI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7NORTHERN WESTCHESTER HOSPITAL ASSOCIATION CO NORTHWELL HEALTH INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8YOGA GIVES BACK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7972 BRUSH HOLLOW RD 5TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8400 SOUTH BURNSIDE AVENUE 11B
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA STEWART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02032926482
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARTHA & ALEXIS STEWART CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
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ReturnHeader/Filer/EIN0571167957
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ReturnHeader/Filer/USAddress/AddressLine1Txt0CO M STEWART 48 GIRDLE RIDGE ROAD
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0151 WEST 42ND STREET 19TH FLOOR
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ReturnHeader/PreparerPersonGrp/PhoneNum02123721000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNNE JOHNSON
ReturnHeader/ReturnTs02025-05-05T16:34:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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