Return of Organization Exempt From Income Tax UMt3NO 1545-UO47 Form 990 Under section 501 ( c), 527 , or 4947 ( a)(1) of the Internal Revenue Code ( except black lung 2007 Department of the Treasury benefit trust or private foundation ) Open to Public Intern al Revenue Service ► The organization may have to use a copy of this return to satisfy state reporting requirements Inspection A For the 2007 calendar year, or tax year beginnin C Name of organization B Check if Please applicable use IRS and end D Employer identification number Address plabel nnt or or chan ge pnnt STEWART'S FOUNDATION 52-2373263 chan ge Dina Name Stype ee Number and street (or P 0 box it mail is not delivered to street address) Room/ suite E Telephone number =rettum Spearic O BOX 435 518-581-1201 Termin- Instruc- atlon bons City or town, state or country, and ZIP + 4 F Accounting method W Cash Accrual fy) ► ^^^mded SARATOGA SPRINGS , NY 12866 = °the`, =Application • Section 501 ( c)(3) organizations and 4947 ( a)(1) nonexempt charitable trusts H and I are not pending must attach a completed Schedule A (Form 990 or 990 -EZ) apphcab/e to section 527 organizations. H(a) Is this a group return for affiliates9 =Yes 0 No G Website : H(b) It 'Yes,' enter number of affiliates 10, N/A J Organization type (check onlyone) ► OX 501(c) ( 3 ) I ( i nsert no) 0 4947(a)(1) or 0 527 H(c) Are all affiliates included? N/A =Yes =No K Check here ► L] If the organization is not a 509(a)(3) supporting organization and its gross (If "No," attach a list ) H(d) Is this a separate return filed by an or- receipts are normally not more than $25,000 A return is not required, but it the organization g anization covered b y a g roup rulin g 9 =Yes 0 No chooses to file a return, be sure to file a complete return I Grou Exem p tion Number ► N/A M Check ► = If the organization is not required to attach L Gross receipts Add lines 6b, 8b, 9b, and 10b to line 12 ► 3 , 005 , 235. Sch B (Form 990, 990-EZ, or 990-PF) P Revenue . Expenses . and Chances in Net Assets or Fund Balances 1 Contributions , gifts, grants, and similar amounts received a Contributions to donor advised funds 1 a b Direct public support ( not included on line 1 a ) 1 b 612 , 585. c Indirect public support ( not included on line 1a ) 1c 846,585. d Government contributions ( grants ) ( not included on line 1a) 1 it e Total ( add lines la through ld ) (cash $ 612 , 58 5. noncash $ 846 , 585. ) 1 e 1 , 459,170. 2 Program service revenue including government fees and contracts (from Part VII, lin e 93) 2 3 Membership dues and assessments 3 4 Interest on savings and temporary cash investments 4 5 Dividends and interest from securities 5 29 , 942. 6 a Gross rents 6a b Less rental expenses 6b • c Net rental income or ( loss) Subtract line 6b from line 6a 6c 7 Other investment income (describe ► 7 8 a Gross amount from sales of assets other ( A ) Securities ( B ) Other cc than inventory 1 516 12 3 . Ba b Less cost or other basis and sales expenses 1,480 , 249. 8b o c Gain or (loss )( attach schedule ) 35 , 874. 8c it Net gain or ( loss) Combine line 8c, columns ( A) and (B) STMT 1 sit 35,874. 9 Special events and activities ( attach schedule ) If any amount is from gaming , check here ► a Gross revenue ( not including = of contnbubons reported on line lb) 9a b Less direct expenses other than fundraising expenses 9b c Net income or (loss) from special events Subtract line 9b from line 9a 9c 10 a Gross sales of inventory, less returns and allowances 10a b Less cost of goods sold 10b c Gross profit or (loss ) from sales of inventory (attach schedule ) Subtract line 10b fro m line 10a 10c 11 Other revenue (from Part VII , line 103) 11 12 Total revenue Add lines le , 23 4 5 6c 7 8d 9c , 10c and 11 12 1,524 , 986. 13 Program services (from line 44 , column ( B)) 13 1 ,468,760. 14 Management and general ( from line 44 , column ( C)) 14 885. % 15 Fundraising (from line 44 , column (D)) 15 W 16 .Payment_ s_to aff rates seh le) 16 17 _ Tota ex ense . A I ne an 4 column A 17 1 , 469 , 645. 18 cess or ( deficit) for the year Sj ract line 17 from line 12 18 55 , 341. Z 19 t as^ S,or t at e^ fling of year ( from line 73 , column (A)) 19 1,770, 495. 20 her^chaJ inges-in net asse ss or f d balances ( attach explanation) an 20 0. 21 p n! ott PI asse t5.oLlundbalances .at.8 f year Combine lines 18, 19, and 20 21 1 , 825 , 836 . ^2aoot n ^1.t^ r- 4a . p c oz LL 12-27-U7 I ^nr^ `y ^@y^ qyr uju rapc^wy^n f1 GYYYUu.. L41 RYNYO , acc uic acpalaic mauucuutia. 1 Form 990(2007 D
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Return of Organization Exempt From Income Tax UMt3NO 1545-UO47Form 990 Under section 501 ( c), 527 , or 4947 ( a)(1) of the Internal Revenue Code ( except black lung 2007Department of the Treasury
benefit trust or private foundation )Open to Public
Intern al Revenue Service ► The organization may have to use a copy of this return to satisfy state reporting requirements Inspection
A For the 2007 calendar year, or tax year beginnin
C Name of organizationB Check if Pleaseapplicableuse IRS
and end
D Employer identification number
Address plabelnntororchan
ge pnnt STEWART'S FOUNDATION 52-2373263chan ge
DinaName Stype
eeNumber and street (or P 0 box it mail is not delivered to street address) Room/suite E Telephone number
=rettum Spearic O BOX 435 518-581-1201Termin- Instruc-
atlon bons City or town, state or country, and ZIP + 4 F Accounting method W Cash Accrual
fy) ►^^^mded SARATOGA SPRINGS , NY 12866 = °the`,=Application • Section 501 ( c)(3) organizations and 4947 ( a)(1) nonexempt charitable trusts H and I are notpending
must attach a completed Schedule A (Form 990 or 990 -EZ)apphcab/e to section 527 organizations.
H(a) Is this a group return for affiliates9 =Yes 0No
G Website : H(b) It 'Yes,' enter number of affiliates 10, N/A
J Organization type (check onlyone) ► OX 501(c) ( 3 ) I ( i nsert no) 0 4947(a)(1) or 0 527 H(c) Are all affiliates included? N/A =Yes =No
K Check here ► L] If the organization is not a 509(a)(3) supporting organization and its gross(If "No," attach a list )
H(d) Is this a separate return filed by an or-receipts are normally not more than $25,000 A return is not required, but it the organization g anization covered by a g roup rulin g 9 =Yes 0 Nochooses to file a return, be sure to file a complete return I Grou Exem ption Number ► N/A
M Check ►= If the organization is not required to attach
L Gross receipts Add lines 6b, 8b, 9b, and 10b to line 12 ► 3 , 005 , 235. Sch B (Form 990, 990-EZ, or 990-PF)
P Revenue . Expenses . and Chances in Net Assets or Fund Balances1 Contributions , gifts, grants, and similar amounts received
a Contributions to donor advised funds 1 a
b Direct public support ( not included on line 1 a ) 1 b 612 , 585.
c Indirect public support ( not included on line 1a ) 1 c 846,585.d Government contributions ( grants ) ( not included on line 1a) 1 it
e Total ( add lines la through ld ) (cash $ 612 , 5 8 5. noncash $ 846 , 585. ) 1 e 1 , 459,170.2 Program service revenue including government fees and contracts (from Part VII, lin e 93) 2
3 Membership dues and assessments 3
4 Interest on savings and temporary cash investments 4
5 Dividends and interest from securities 5 29 , 942.
6 a Gross rents 6a
b Less rental expenses 6b
• c Net rental income or ( loss) Subtract line 6b from line 6a 6c
7 Other investment income (describe ► 7
8 a Gross amount from sales of assets other ( A ) Securities ( B ) Other
cc than inventory 1 516 12 3 . Bab Less cost or other basis and sales expenses 1,480 , 249. 8b
o c Gain or (loss ) ( attach schedule ) 35 , 874. 8cit Net gain or ( loss) Combine line 8c, columns (A) and (B) STMT 1 sit 35,874.
9 Special events and activities ( attach schedule ) If any amount is from gaming , check here ►a Gross revenue ( not including = of contnbubons reported on line lb) 9a
b Less direct expenses other than fundraising expenses 9b
c Net income or (loss) from special events Subtract line 9b from line 9a 9c
10 a Gross sales of inventory, less returns and allowances 10a
b Less cost of goods sold 10b
c Gross profit or (loss ) from sales of inventory (attach schedule ) Subtract line 10b fro m line 10a 10c
11 Other revenue (from Part VII , line 103) 11
12 Total revenue Add lines le , 2 3 4 5 6c 7 8d 9c , 10c and 11 12 1,524 , 986.
13 Program services (from line 44 , column ( B)) 13 1 ,468,760.14 Management and general (from line 44 , column ( C)) 14 885.
% 15 Fundraising (from line 44 , column (D)) 15
W 16 .Payment_s_to aff rates seh le) 16
17
_
Tota ex ense . A I ne an 4 column A 17 1 , 469 , 645.
18 cess or ( deficit) for the year Sj ract line 17 from line 12 18 55 , 341.Z 19 t as^ S,or t at e^ fling of year (from line 73 , column (A)) 19 1,770, 495.
20 her^chaJ inges-in net asse ss or f d balances ( attach explanation)an 20 0.
21
p n!
ottPI asset5.oLlundbalances.at.8 f year Combine lines 18, 19, and 20 21 1 , 825 , 836 .^2aoot n ^1.t^ r- 4a . p
c
oz
LL
12-27-U7 I ^nr^ `y ^@y^ qyr uju rapc^wy^n f1 GYYYUu.. L41 RYNYO , acc uic acpalaic mauucuutia.
1Form 990(2007 D
Form 990 2007 STEWART' S FOUNDATION 52-2373 263 Page 2Pal'tt H Statement of All organizations must complete column (A) Columns ( B), (C), and ( D) are required for section 501(c)(3)
Functional Expenses and (4 ) organizations and section 4947(a)(1) nonexempt charitable trusts but optional for others
Do not include amounts reported on line6b, 8b, 9b, 1Ob, or 16 of Part I.
(A) Total ( B) Programservices
(C) Managementand general
(D) Fundraising
22a Grants paid from donor advised funds
(attach schedule)
(cash $ 0 • noncash $ 0
If this amount includes foreign grants , check here ► 2a
22b Other grants and allocations (attach schedule
(cash $ 14 6 8 7 6 0 . noncash $ 0If this amount includes foreign grants, check here ► 22b 1, 468,760. 1,468,760.
STATEMENT 2
23 Specific assistance to individuals (attach
schedule) 23
24 Benefits paid to or for members (attach
schedule) 24
25a Compensation of current officers, directors, key
employees, etc listed in Part V-A 25a 0. 0. 0. 0.
b Compensation of former officers, directors, key
employees, etc listed in Part V-B 25b 0. 0. 0 . 0.
c Compensation and other distributions, not included
above, to disqualified persons (as defined under
section 4958(f)(1)) and persons described in
section 4958( c)(3)(B) 5c
26 Salaries and wages of employees not
included on lines 25a, b, and c 26
27 Pension plan contributions not included on
lines 25a, b, and c 27
28 Employee benefits not included on lines
25a - 27 28
29 Payroll taxes 29
30 Professional fundraising fees 30
31 Accounting fees 31
32 Legal fees 32
33 Supplies 33
34 Telephone 34
35 Postage and shipping 35
36 Occupancy 3637 Equipment rental and maintenance 37
38 Printing and publications 38
39 Travel 39
40 Conferences, conventions, and meetings 40
41 Interest 41
42 Depreciation, depletion, etc. (attach schedule) 42
43 Other expenses not covered above (itemize):a BANK SERVICE CHARGES 43a 749. 749.b FOREIGN TAXES PAID 43b 136. 136.c 43cd 43d
e 43e
f 43f
g 4344 Total functional expenses Add lines 22a through
43g (Organizations completing columns ( 8)-(D),
carry these totals to line s 13 -15) 44 1,469 , 645. 1 , 468 , 760. 885. 0.Joint Costs . Check ► U if you are following SOP 98-2
Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services ►0 Yes No
It 'Yes,' enter ( i) the aggregate amount of these joint costs $ N /A , (ii) the amount allocated to Program services $ N/A
( Iii) the amount allocated to Management and general $ N/A , and ( iv) the amount allocated to Fundraising $ N/A
12-2707 Form 990 (2007)
Form 990 2007 STEWART'S FOUNDATION 52-2373263 Page 3pa1't Ill Statement of Program Service Accomplishments (see the Instructions.)
Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization.
How the public perceives an organization in such cases may be determined by the information presented on its return. Therefore, please make sure the
return is complete and accurate and fully describes, in Part III, the organization's programs and accomplishments
What is the organization's primary exempt purpose? ► SEE STATEMENT 3 Program ServiceExpenses
All organizations must describe their exempt purpose achievements in a clear and concise manner . State the number of
clients served , publications issued , etc. Discuss achievements that are not measurable . (Section 501 (c)(3) and (4)
organizations and 4947(a)(1) nonexempt chantable trusts must also enter the amount of grants and allocations to others.)
(Required for 501 (c)(3)and ( 4) orgs , and
4947(a)(1) trusts, butoptional for others )
a FOR 2007 THE FOUNDATION COLLECTED $612 , 585 FROM INDIVIDUALSMAKING CONTRIBUTIONS AT VARIOUS STEWART'S SHOPS. THESE FUNDSWERE MATCHED BY THE STEWART'S CORPORATION AND DISTRIBUTED TOVARIOUS 501 ( C )( 3 ) TAX-EXEMPT ORGANIZATIONS.
( Grants and allocations $ If this amount includes foreig n grants , check here ► Ej 1,468 , 760.b
Grants and allocations $ If this amount includes foreig n g rants , check here ► 0C
Grants and allocations $ If this amount includes foreign g rants , check here ►d
Grants and allocations $ If this amount includes foreign rants check here ►e Other program services (attach schedule)
Grants and allocations If this amount includes foreign rants check here ►f Total of Program Service Expenses (should equal line 44, column (B), Program services) ► 1,468176-0.
Form 990 (2007)
72302112-27-07
Form 990 2007 STEWART'S FOUNDATION 52-2373263 Page 4
Part iV Balance Sheets (See the instructions.)
Note : Where recquired, attached schedules and amounts within the description column (A) (B)shpuld be for end-of-year amounts only Beginning of year End of year
c Organizations that do not follow SFAS 117, check here ► andLLF complete lines 70 through 74.
° 70 Capital stock, trust principal, or current funds 70
71 Paid-in or capital surplus, or land, building, and equipment fund 71
4 72 Retained earnings, endowment, accumulated income, or other funds 72
5 73 Total net assets or fund balances . Add lines 67 through 69 or lines 70 through 72
(Column (A) must equal line 19 and column (B) must equal line 21) 1 , 770 , 495. 73 1 8 2 5 8 3 6 .74 Total liabilities and net assets/fund balances . Add lines 66 and 73 1 , 770 , 495. 74 1 , 825 , 836.
Form 990 (2007)
72303112-27-07
Form 990 (2007) STEWART'S FOUNDATION 52-2373263 Page 5Part 1V-A Reconciliation of Revenue per Audited Financial Statements With Revenue per Return (Seethe
mstrucbons )
a Total revenue, gains , and other support per audited financial statements a 1 , 524 , 986 .b Amounts included on line a but not on Part I, line 12:
1 Net unrealized gains on investments
2 Donated services and use of facilities
3 Recoveries of prior year grants
4 Other (specify):
Add lines b1 through b4 0.c Subtract line b from line a c 1 , 524 , 986.d Amounts included on Part I, line 12, but not on line a:
1 Investment expenses not included on Part I, line 6b d1
2 Other (specify): d2
Add lines d1 and d2 d 0.
e Total revenue Part I line 12 ) . Add lines c and d ► e 1 , 5 2 4 , 986.Part JV-B Reconciliation of Expenses per Audited Financial Statements With Expenses per Returna Total expenses and losses per audited financial statements a 1,469 , 645.b Amounts included on line a but not on Part I, line 17:
1 Donated services and use of facilities b1
2 Prior year adjustments reported on Part I, line 20 b2
3 Losses reported on Part I, line 20 b3
4 Other (specify): b4
Add lines b1 through b4 b 0.
c Subtract line b from line a c 1 , 469 , 645.d Amounts included on Part I, line 17, but not on line a:
1 Investment expenses not included on Part I, line 6b dl
2 Other (specify) d2
Add lines d1 and d2 d 0.
e Total expenses Part I line 17) . Add lines c and d ► e 1 4 6 9 6 4 5.Part V-A ] Current Officers, Directors, Trustees , and Key Employees (List each person who was an officer, director, trustee,
or key employee at any time during the year even if they were not compensated.) (See the instructions.)
(A) Name and address(B) Title and average hours
per week devoted toposition
(C) Compensation(If not paid, enter
-D -.
( D)Contnbutions to
panlsy& a ben tcompensation plans
(E) Expenseaccount and
other allowances
SUSAN L. DAKE---B-OX---4 -3 5
-------------------------PO-----------------------------SARATOGA SPRINGS NY 12866
RESIDENT
.00 . . .DAVID A. FARR
BOX---4 -3 5
-------------------------PO--------------------------------SARATOGA SPRINGS NY 12866
TREASURER
.00 . . .JOAN MAXAM--B--OX--4-35-------------------------PO--------------------------------SARATOGA SPRINGS NY 12866
Form 990 (2007) STEWART'S FOUNDATION 52-2373263 Paae6[ Part V-A Current Officers, Directors , Trustees, and Key Employees (continued) Yes No75 a Enter the total number of officers, directors, and trustees permitted to vote on organization business at board
meetings ► 3
b Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employeeslisted in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A,Part II-A or II-B, related to each other through family or business relationships? If 'Yes," attach a statement that identifiesthe individuals and explains the relationship(s) 75b X
c Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employeeslisted in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A,Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to theorganization? See the instructions for the definition of 'related organization.' 75c X
If "Yes," attach a statement that includes the information described in the instructions.
d Does the organization have a written conflict of interest policy? 75d X
Part V-8 Former Officers, Directors , Trustees , and Key Employees That Received Compensation or OtherBenefits (If any former officer, director, trustee, or key employee received compensation or other benefits (described below) duringthe year, list that person below and enter the amount of compensation or other benefits in the appropriate column. See the instructions )
(A ) Name and addressNONE
( B ) Loans and Advances(C) Compensation
(If not paid,
enter -0-)
(0) contnbut ons toemployee benefitplans deferred
compensation pans
(E) Expenseaccount and
other allowances
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
Part V1 Other Information (See the instructions.) Yes No76 Did the organization make a change in its activities or methods of conducting activities? If 'Yes,' attach a detailed
statement of each change 75 X
77 Were any changes made in the organizing or governing documents but not reported to the IRS? 77 X
If 'Yes," attach a conformed copy of the changes.
78 a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? 78a X
b If 'Yes,' has it filed a tax return on Form 990-T for this year? N/A 78b
79 Was there a liquidation, dissolution, termination, or substantial contraction during the year? If "Yes," attach a statement 79 X80 a Is the organization related (other than by association with a statewide or nationwide organization) through common
membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization? 80a Xb If "Yes," enter the name of the organization' N/A
and check whether it is = exempt or = nonexempt81 a Enter direct and indirect political expenditures. (See line 81 instructions .) 81 a 0.
b Did the or anization file Form 1120-POL for this year? 1b X
Form 990 (2007)
723161 /12-27-07
Form 990 2007 STEWART' S FOUNDATION 52-2373263 Page 7Pa VN Other Information (continued) Yes No
82 a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge or at substantially
less than fair rental value? 82a X
b if 'Yes,' you may indicate the value of these items here. Do not include this
amount as revenue in Part I or as an expense in Part II.
(See instructions in Part III.) 82b N/A
63 a Did the organization comply with the public inspection requirements for returns and exemption applications? 83a X
b Did the organization comply with the disclosure requirements relating to quid pro quo contributions? 83b X
84 a Did the organization solicit any contributions or gifts that were not tax deductible? 84a X
b If "Yes,' did the organization include with every solicitation an express statement that such contributions or gifts were not
tax deductible? N/A 84b
85 a 501(c)(4), (5), or (6) Were substantially all dues nondeductible by members? N/A 85a
b Did the organization make only in-house lobbying expenditures of $2,000 or less? N/A 85b
If 'Yes' was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a
waiver for proxy tax owed for the prior year.
c [Dues, assessments, and similar amounts from members 85c N/A
it Section 162(e) lobbying and political expenditures 85d N/A
e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices 85e N/A
I Taxable amount of lobbying and political expenditures (line 85d less 85e) 85f N/A
g Does the organization elect to pay the section 6033(e) tax on the amount on line 85f? N/A 85h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f
to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the
following tax year? N/A 85h
86 501(c)(7) organizations Enter: a Initiation fees and capital contributions included on
line 12 86a N/A
b Gross receipts, included on line 12, for public use of club facilities 86b N/A
87 501(c)(12) organizations Enter: a Gross income from members or shareholders 87a N/A
b Gross income from other sources. (Do not net amounts due or paid to other sources
against amounts due or received from them.) 87b N/A
88 a At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership,
or an entity disregarded as separate from the organization under Regulations sections 301.7701.2 and 301.7701.3'?
If 'Yes,' complete Part IX 88a X
b At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of
section 512(b)(13)? If "Yes,' complete Part XI ► 88b X
89 a 501(c)(3) organizations Enter: Amount of tax imposed on the organization during the year under-
b 501(c)(3) and 501(c)(4) organizations Did the organization engage in any section 4958 excess benefit
transaction during the year or did it become aware of an excess benefit transaction from a prior year"
If 'Yes,' attach a statement explaining each transaction 89b X
c Enter: Amount of tax imposed on the organization managers or disqualified persons during the year under
sections 4912, 4955, and 4958 ► 0.
it Enter: Amount of tax on line 89c, above, reimbursed by the organization ► 0.
e All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? 89e X
f All organizations Did the organization acquire a direct or indirect interest in any applicable insurance contract? 89f X
g For supporting organizations and sponsoring organizations maintaining donor advised funds Did the supporting organization,
or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year? 89 X
90 a List the states with which a copy of this return is filed
b Number of employees employed in the pay period that includes March 12, 2007 90b 0
91 a The books are in care of ► DAVID A. FARR Telephone no ► 518-58 1-1 201
Locatedat ► PO BOX 435, SARATOGA SPRINGS, NY ZIP+4 ► 1 286 6b At any time during the calendar year, did the organization have an interest in or a signature or other authority over Yes No
a financial account in a foreign country (such as a bank account, securities account, or other financial account)? 91 b X
If 'Yes,' enter the name of the foreign country ► N/A
See the instructions for exceptions and filing requirements for Form TO F 90-22.1, Report of Foreign Bank
and Financial Accounts
Form 990 (2007)
723162 / 12-27-07
7
Form 990 (2007) S TEWART ' S FOUNDATION 52-2373263P,
,8
Part Vt Other Information (continued) TV-.. „c At any time during the calendar year, did the organization maintain an office outside of the United States? L 91C I X
If 'Yes,' enter the name of the foreign country ► N/A
92 Section 4947(a)(1) nonexempt charitable trusts filing Form 990 In lieu of Form 1041 - Check here ► 0and enter the amount of tax-exem pt interest received or accrued durin g the tax year ► 92 N/A
Part Vii Analysis of Income - Producing Activities (See the Instructions)
Note:
Indic
Enter gross amounts unless otherwise Unrelated business income Excluded by section 512, 513, or 514 (E)
93
a
b
G
d
e
t
994
95 I
96
97 Pet rental income or (loss) from real estate:
a
b
98
99
100
101
102
103
a
b
c
d
e
104 Subtotal
105 Total (add line 104, columns ( B), (D), and (E)) 11110. 65 , 816 .Note : Line 105 plus line le, Part 1, should equal the amount on line 12, Part I.
Part V111 Relationship of Activities to the Accomplishment of Exempt Purposes (Seethe instructions.)Line No . Explain how each activity for which income is reported in column ( E) of Part VII contributed importantly to the accomplishment of the organization's
exempt purposes (other than by providing funds for such purposes)
Part IX Information Regarding Taxable Subsidiaries and Disregarded Entities (See the instructions.)
Name , address , and EIN of corporation ,p artnershi p , or disregarded entity
Percentage ofownershi p interest
Nature of activities Total income End-of-yearassets
N/A %%
Part X Information Renardina Transfers Associated with Personal Rpnefit Contracts r.c. thn Inelnirt ,ne
(a) Did the organization , during the year , receive any funds , directly or indirectly , to pay premiums on a personal benefit contract? Yes No(b) Did the organization , during the year , pay premiums , directly or indirectly , on a personal benefit contract? Yes 0 NoNote: If "Yes " to (b), file Form 8870 and Form 4720 (see instructions).
Form 990 (2007)
72316312-27-07
ated
rogram service revenue:
ABusinesscode
(B)Amount (C)-Sion
code
(D)Amount
Related or exemptfunction income
Medicare/Medicaid payments
ees and contracts from government agencies
Membership dues and assessments
nterest on savings and temporary cash investments
ividends and interest from securities 14 29,942.et rental income or (loss) from real estate:
ebt•financed property______________________
ot debt-financed property
et rental income or (loss) from personal property
ther investment income
ain or (loss) from sales of assets
ether than inventory 35 , 874.et income or (loss) from special events
.
ross profit or (loss) from sales of inventory
ther revenue:
(add columns (B), (D), and (E)) 0 . 65 , 816.
P
F
D
d
n
N
O
G
N
G
O
0 .
8
Form 990 (2007) STEWART'S FOUNDATION 52-2373263 Page 9part XI Information Regarding Transfers To and From Controlled Entities . Complete only if the organization is a
controlling organization as defined in section 512(b)(13). N/A
Yes No106 Did the reporting organization make any transfers to a controlled entity as defined in section 512(b)(13) of the Code? If 'Yes,'
com plete the schedule below for each controlled entity .
(A)Name , address, of each
controlled entfty
(B)Employer
IdentificationNumber
(C)Description of
transfer
(D)Amount oftransfer
a---------------------------------
---------------------------------
b---------------------------------
- --------------------------------
c--------------------------------
---------------------------------
Totals
Yes No107 Did the reporting organization receive any transfers from a controlled entity as defined in section 512(b)(13) of the Code? If "Yes,"
complete the schedule below for each controlled entity .
Yes No108 Did the organization have a binding written contract in effect on August 17, 2006, covering the interest, rents, royalties, and
annuities described in question 107 above?inuerand cc
Pleaseh6S-.9n Signature of officer
s or perjury, i ueciare roar i nave examines mis return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct,Declaration of preparer (other than officer) is based on all Information of which preparer has any knowledge
1-1
HereDAVID FARR, TREASURERType or print name and title
PaidPreparer's'signature 14vwPreparer's Firm's name (or BST ADV SOBS, LLC
Use Onlysyours Ifelf-employed ), ' 26 COMPUTER DRIVE WESTZIPaddress, and
ALBANY , NEW YORK 12205
Date
SSN or PTIN (See Gen Inst
723164/12-27-07
SCHEDULE A Organization Exempt Under Section 501(c)(3)(Form 990 or 990-EZ) ( Except Private Foundation ) and Section 501(e), 501(f), 501(k),
501(n ), or 4947( a)(1) Nonexempt Charitable Trust
Department of the Treasury Supplementary Information-(See separate instructions.)Internal Revenue Service ► MUST be completed by t he above organizations and attached to their Form 990 or 990-EZ
OMB No 1545-0047
2007Name of the organization Employer Identification number
STEWART'S FOUNDATION 52 2373263Part I Compensation of the Five Highest Paid Employees Other Than Officers, Directors , and Trustees
(See page 1 of the instructions List each one If there are none. enter'None'1
(a) Name and address of each employee paidmore than $50,000
[ fl'art;11-A I Compensation of the Five Highest Paid Independent Contractors for Professional Services(See page 2 of the instructions List each one (whether individuals or firms) If there are none, enter 'None')
(a) Name and address of each independent contractor paid more than $50,000 I (b) Type of service I (c) Compensation
N--O-NE-----------------------------------------
Total number of others receiving over
$50,000 for professional services ► 0
Part II- B Compensation of the Five Highest Paid Independent Contractors for Other Services(List each contractor who performed services other than professional services, whether individuals orfirms If there are none, enter 'None' See page 2 of the instructions )
(a) Name and address of each independent contractor paid more than $50,000
--------------------------------------------NONE
(b) Type of service I (c) Compensation
Total number of other contractors receiving over$50,000 for other service s ► 0
723101/12-27-07 LHA For Paperwork Reduction Act Notice , see the Instructions for Form 990 and Form 990-EZ Schedule A (Form 990 or 990 - EZ) 200710
Schedule A (Form 990 or 990-EZ) 2007 STEWART ' S FOUNDATION 52-2373263 Page 2
Pa't 41 St?tements About Activities (See page 2 of the instructions) Yes No
1 During the year, has the organization attempted to influence national, state, or local legislation, including any attempt to influence
public opinion on a legislative matter or referendum? If "Yes,' enter the total expenses paid or incurred in connection with the
lobbying activities ► $ $ (Must equal amounts on line 38, Part VI-A, or
line i of Part VI-B) 1 X
Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI-A Other organizations
checking 'Yes" must complete Part VI-B AND attach a statement giving a detailed description of the lobbying activities
2 During the year, has the organization, either directly or indirectly, engaged in any of the following acts with any substantial contributors,trustees, directors, officers, creators, key employees, or members of their families, or with any taxable organization with which any suchperson is affiliated as an officer, director, trustee, majority owner, or principal beneficiary? (If the answer to any question is "Yes,"attach a detailed statement explaining the transactions)
a Sale, exchange, or leasing of property? a X
b Lending of money or other extension of credit9 2b X
c Furnishing of goods, services, or facilities' 2c X
d Payment of compensation (or payment or reimbursement of expenses if more than $1,000)? 2d X
e Transfer of any part of its income or assets? 2e X
3 a Did the organization make grants for scholarships, fellowships, student loans, etc ? (If 'Yes,' attach an explanation of how
the organization determines that recipients quality to receive payments ) 3a X
b Did the organization have a section 403(b) annuity plan for its employees? 3b X
c Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space,
the environment, historic land areas or historic structures? If "Yes," attach a detailed statement 3c X
d Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services? 3d X
4 a Did the organization maintain any donor advised funds? If "Yes," complete lines 4b through 4g If "No," complete lines 4f
and 4g 4a Xb Did the organization make any taxable distributions under section 4966' N/A 4b
c Did the organization make a distribution to a donor, donor advisor, or related person? N/A 4c
d Enter the total number of donor advised funds owned at the end of the tax year ► 0
e Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year ► 0 .
f Enter the total number of separate funds or accounts owned at the end of the year (excluding donor advised funds included online 4d) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts ► 0 .
g Enter the aggregate value of assets in all funds or accounts included on line 4f at the end of the tax year ► 0 .
Schedule A ( Form 990 or 990 -EZ) 2007
72311112-27-07
1 1
Schedule A (Form 990 or 990-EZ) 2007 STEWART' S FOUNDATION 52-2373263 Page 3
Ti-it 1V Reason for Non-Private Foundation Status (See pages 4 through 8 of the instructions)
I certify that the organization is not a private foundation because it is (Please check only ONE applicable box )
5 A church, convention of churches, or association of churches Section 170(b)(1)(A)(1)
6 A school section 170(b)(1)(A)(ii) (Also complete Part V )
7 0 A hospital or a cooperative hospital service organization Section 170(b)(1)(A)(iii)
8 A federal, state, or local government or governmental unit Section 170(b)(1)(A)(v)
9 A medical research organization operated in conjunction with a hospital Section 170(b)(1)(A)(ui) Enter the hospital ' s name, city,
and state ►10 An organization operated for the benefit of a college or university owned or operated by a governmental unit Section 170(b)(1)(A)(iv)
(Also complete the Support Schedule in Part IV-A )
11a EXI An organization that normally receives a substantial part of its support from a governmental unit or from the general public
Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A )
11b A community trust Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A )
12 An organization that normally receives ( 1) more than 331/3% of its support from contributions, membership fees, and grossreceipts from activities related to its charitable, etc , functions - subject to certain exceptions, and (2 ) no more than 33113% ofits support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquiredby the organization after June 30, 1975 See section 509(a)(2) (Also complete the Support Schedule in Part IV-A )
13 An organization that is not controlled by any disqualified persons ( other than foundation managers ) and otherwise meets the requirements of section
509(a )( 3) Check the box that describes the type of supporting organization
= Type I [] Type II = Type III-Functionally Integrated Type III-Other
Provide the following information about the supported organizations . (See page 8 of the instructions )
(a)
Name(s) of supported organization(s)
(b)
EmployerIdentificationnumber (EIN)
(c)
Type of organization(described in lines5 through 12 above
or IRC section)
(d)
Is the supportedorganization listed in
the supportingorganization's
governing documents?
(e)
Amount ofsupport
Yes No
Total
14 Q An organization organized and operated to test for public safety Section 509(a )( 4) (See page 8 of the instructions )
Schedule A (Form 990 or 990 - EZ) 2007
72312112-27-07
12
Schedule A (Form 990 or 990-EZ) 2007 STEWART ' S FOUNDATION 52-2373263 Page 4
Pert 1V Support Schedule (Complete only if you checked a box on line 10, 11, or 12 .) Use cash method of accounting.Note : You may use the worksheet in the instructions for converting from the accrual to the cash method of accountina.
Calendar year ( or fiscal yearbeglnning. m) ► (a) 2006 (b) 2005 ( c) 2004 ( d) 2003 ( e) Total15 Gifts , grants , and contributions
received eelline2gcludeunusual 1 1 -43-9 , 412. 1 , 162 , 636. 1 , 315 , 755. 1 , 553 , 046. 5,470 849.16 Membershi p tees received
17 Gross receipts from admissions,merchandise sold or servicesperformed , or furnishing offacilities in any activity that isrelated to the organization'scharitable , etc , purpose
18 Gross income from interest , divid-ends , amounts received from pay-ments on securities loans ( section512(a)(5 ) rents , royalties , incomefrom simi l ar sources , and unrelatedbusiness taxable income (lesssection 511 taxes ) from businesses
activities not included in line 1820 Tax revenues levied for the
organization ' s benefit and eitherpaid to it or expended on its behalf
21 The value of services or facilitiesfurnished to the organization by agovernmental unit without chargeDo not include the value of servicesor facilities generally furnished tothe public without charge
22 Other income Attach a scheduleDo not include gain or (loss) fromsale of capital assets
23 Total of lines 15 through 22 1 , 469 , 391. 1 173, 828. 1, 323, 340. 1 , 553 , 501. 5 , 520 , 060.24 Line 23 minus line 17 1 , 469 , 391 . 1r173 828. 1 11` 323 1` 340
*1 553 501. 5,520,060.
25 Enter 1 % of line 23 14,694 . 11 , 738. 13.233. 15,535.26 Organizations described on lines 10 or 11: a Enter 2% of amount in column (e), line 24 ► 26a 110,401.
b Prepare a list for your records to show the name of and amount contributed by each person (other than a governmentalunit or publicly supported organization ) whose total gifts for 2003 through 2006 exceeded the amount shown in line 26aDo not file this list with your return . Enter the total of all these excess amounts ► 26b 3 214 , 640.
c Total support for section 509 ( a)(1) test Enter line 24, column ( e) ► 26c 5 ; 520,060.d Add Amounts from column ( e) for lines 18 49,211. 19
22 26b 3, 214, 640. ► 26d 3 , 263 , 851.e Public support ( line 26c minus line 26d total ) ► 26e 2 , 256 , 209.1 Public su pp ort p ercenta g e ( line 26e ( numerator ) divided by line 26c ( denominator )) ► 26f 40.8729%
27 Organizations described on line 12 a For amounts included in lines 15, 16, and 17 that were received from a 'disqualified person," prepare a list for yourrecords to show the name of, and total amounts received in each year from, each "disqualified person ° Do not file this list with your return . Enter the sum ofsuch amounts for each year N/A
(2006) (2005) (2004) (2003)b For any amount included in line 17 that was received from each person (other than "disqualified persons"), prepare a list for your records to show the name of,
and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000 (Include in the list organizationsdescribed in lines 5 through 11 b, as well as individuals ) Do not file this list with your return After computing the difference between the amount received andthe larger amount described in (1) or (2), enter the sum of these differences (the excess amounts) for each year N/A
(2006) (2005) (2004) (2003)c Add Amounts from column (e) for lines 15 16
17 20 21 ► 27c N/Ad Add Line 27a total and line 27b total ► 27d N/Ae Public support (line 27c total minus line 27d total) ► 27e N/Af Total support for section 509(a)(2) test Enter amount on line 23, column (e) ► 27f N/A
g Publ i c support percentage ( line 27e ( numerator ) divided by line 27f (denominator)) ► 27 N/A %h Investment Income p ercenta g e ( line 18 , column ( e ) ( numerator ) divided by line 27f ( denominator )) ► 27h N/A %
28 Unusual Grants : For an organization described in line 10, 11, or 12 that received any unusual grants during 2003 through 2006, prepare a list for your records toshow, for each year, the name of the contributor, the date and amount of the grant, and a brief description of the nature of the grant Do not file this list with yourreturn . Do not include these grants in line 15
723131 12-27-07 NONE Schedule A (Form 990 or 990-EZ) 2007
13
Schedule A ( Form 990 or 990-EZ ) 2007 STEWART' S FOUNDAT ION 52-2373 263 Page 5pat y Private School Questionnaire ( See page 9 of the instructions) N/A
(T'o be completed ONLY by schools that checked the box on line 6 in Part IV)
29 Does the organization have a racially nondiscriminatory policy toward students by statement in its charter , bylaws , other governingYes No
instrument , or in a resolution of its governing body? 29
30 Does the organization include a statement of its racially nondiscriminatory policy toward students in all its brochures , catalogues,
and other written communications with the public dealing with student admissions, programs , and scholarships? 30
31 Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the period of
solicitation for students , or during the registration period if it has no solicitation program, in a way that makes the policy known
to all parts of the general community it serves? 31
If'Yes * please describe , it 'No," please explain ( If you need more space, attach a separate statement )
32 Does the organization maintain the following
a Records indicating the racial composition of the student body, faculty, and administrative staff? 32ab Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory basis? 32bc Copies of all catalogues, brochures, announcements, and other written communications to the public dealing with student
admissions, programs, and scholarships? 32c
d Copies of all material used by the organization or on its behalf to solicit contributions 32dIf you answered'No'to any of the above, please explain (If you need more space, attach a separate statement
33 Does the organization discriminate by race in any way with respect to
a Students' rights or privileges? 33ab Admissions policies9 33bc Employment of faculty or administrative staff9 33cd Scholarships or other financial assistance9 33de Educational policies9 33et Use of facilities? 33fg Athletic programs' 33h Other extracurricular activities? 33h
If you answered 'Yes' to any of the above, please explain (If you need more space, attach a separate statement )
34 a Does the organization receive any financial aid or assistance from a governmental agency? 34ab Has the organization ' s right to such aid ever been revoked or suspended? 34b
If you answered 'Yes' to either 34a or b, please explain using an attached statement35 Does the organization certify that it has complied with the applicable requirements of sections 4 01 through 4 05 of Rev Proc 75-50,
1975-2 C B 587, covering racial nondiscri mi nation? If °No,' attach an explanation 35
Schedule A (Form 990 or 990 -EZ) 2007
72314112-27-07
14
Schedule A ( Form 990or990-EZ)2007 STEWART'S FOUNDATION 52-2373263 Pag e 6Part VI-A Lobbying Expenditures by Electing Public Charities ( See page 11 of the instructions) N/A
To be completed ONLY by an eligible organization that filed Form 5768)
Check 101• a 0 if the ora anization belon a s to an affiliated o rou n Check ► b Ii if you checked "a" and 'limited control ' rovisions a pply
Limits on Lobbying Expenditures (a)Affiliated group
(b)To be completed for all
(The term 'expenditures' means amounts paid or incurred totals electing organizations
N/A36 Total lobbying expenditures to influence public opinion (grassroots lobbying) 36
37 Total lobbying expenditures to influence a legislative body (direct lobbying) 37
38 Total lobbying expenditures (add lines 36 and 37) 38
39 Other exempt purpose expenditures 39
40 Total exempt purpose expenditures (add lines 38 and 39) 40
41 Lobbying nontaxable amount Enter the amount from the following table -
If the amount on line 40 is • The lobbying nontaxable amount is -
Not over $500,000 20% of the amount on line 40
Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000
Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000 41
Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000
Over $17,000,000 $1,000,000
42 Grassroots nontaxable amount (enter 25% of line 41) 42
43 Subtract line 42 from line 36 Enter -0- if line 42 is more than line 36 43
44 Subtract line 41 from line 38 Enter -0- if line 41 is more than line 38 44
Caution If there is an amount on either line 43 or line 44, you must file Form 4720
4-Year Averaging Period Under Section 501(h)(Some organizations that made a section 501(h) election do not have to complete all of the five columns
below See the instructions for lines 45 through 50 on page 13 of the instructions )
Lobbying Expenditures During 4 -Year Averaging PeriodN/A
Calendar year ( or (a) (b ) ( c) (d) (e)fiscal year beginning in) 2007 2006 2005 2004 Total
45 Lobbying nontaxable
amount 0.46 Lobbying ceiling amount
( 150% of line 45 ( e )) 0.
47 Total lobbying
expenditures 0.48 Grassroots nontaxable
amount 0.49 Grassroots ceiling amount
( 150% of line 48 ( e )) 0.
50 Grassroots lobbying
ex penditures 0.Park VI-B Lobbying Activity by Nonelecting Public Charities
(For reporting only by organizations that did not complete Part VI-A) (See page 14 of the instructions N/A
During the year, did the organization attempt to influence national, state or local legislation, including any attempt toYes I No I Amountinfluence public opinion on a legislative matter or referendum, through the use of
a Volunteers
b Paid staff or management (Include compensation in expenses reported on lines c through h.)
c Media advertisements
d Mailings to members, legislators, or the public
e Publications, or published or broadcast statements
f Grants to other organizations for lobbying purposes
g Direct contact with legislators, their staffs, government officials, or a legislative body
h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means
I Total lobbying expenditures (Add lines c through h ) 0.If 'Yes' to any of the above, also attach a statement giving a detailed description of the lobbying activities
72315112-27-07 Schedule A (Form 990 or 990-EZ) 2007
15
Schedul e A (Form 990 or 990-EZ ) 2007 STEWART ' S FOUNDATION 52-2373263 Page 7
Part VII Information Regarding Transfers To and Transactions and Relationships With NoncharitableExempt Organizations (See page 14 of the instructions)
51 Did-the reporting organization directly or indirectly engage in any of the following with any other organization described in section
501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
a Transfers from the reporting organization to a noncharitable exempt organization of Yes No
(i) Cash(ii) Other assets
Other transactions
(i) Sales or exchanges of assets with a nonchantable exempt organization
(ii) Purchases of assets from a nonchantable exempt organization
(iii) Rental of facilities, equipment, or other assets
(iv) Reimbursement arrangements
(v) Loans or loan guarantees
(vi) Performance of services or membership or fundraising solicitations
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
If the answer to any of the above is "Yes," complete the following schedule Column (b) should always show the fair market value of the
goods, other assets, or services given by the reporting organization If the organization received less than fair market value in any
transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received
51a(i) X
a(ii) X
b(I) X
b(ii) X
b(iii) X
b(iv) X
b(v) X
b(vi) X
C X
N/A
( a)o
I (b) c (d)Line n Amount involved Name of nonchantable exempt organization Description of transfers, transactions, and sharing arrangements
16
52 a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501(c) of the
Code (other than section 501(c)(3)) or in section 527" ► 0 Yes 0 No
STEWART'S FOUNDATION 52-2373263
FORM 990 GAIN (LOSS) FROM PUBLICLY TRADED SECURITIES STATEMENT 1
DESCRIPTION
SALE OF MANULIFE FINANCIALSTOCKREDEMPTIONS OF CERTIFICATESOF DEPOSIT
TO FORM 990, PART I, LINE 8
NET GAINOR (LOSS)
GROSS COST OR EXPENSESALES PRICE OTHER BASIS OF SALE
391,141. 355,267. 0.
1,124,982. 1,124,982. 0.
1,516,123. 1,480,249. 0.
35,874.
0.
35,874.
FORM 990 CASH GRANTS AND ALLOCATIONS STATEMENT 2TO OTHERS
CLASS OF ACTIVITY/ DONEE'S NAME AND ADDRESS AMOUNT
1,468,760.VARIOUS - PER ATTACHED
TOTAL INCLUDED ON FORM 990, PART II, LINE 22B 1,468,760.
FORM 990 STATEMENT OF ORGANIZATION'S PRIMARY EXEMPT PURPOSE STATEMENT 3PART III
EXPLANATION
THE FOUNDATION CONDUCTS FUNDRAISING EFFORTS DURING THE HOLIDAY SEASON WHICHENABLES INDIVIDUALS TO MAKE CONTRIBUTIONS WHICH ARE MATCHED BY THESTEWART'S CORPORATION. ALL FUNDS COLLECTED ARE DISTRIBUTED THROUGHOUT THEYEAR TO VARIOUS 501(C)(3) TAX-EXEMPT ENTITIES IN THE STEWART'S CORPORATIONMARKETING AREA.
20 STATEMENT(S) 1, 2, 3
STEWART'S FOUNDATION EIN 52-2373263
LIST OF GRANTS - FORM 990, PART II, LINE 22B
03/06/07 21st Century Community Learning Center 750.00
03/08/07 Abstinence Education Council 250.00
03/12/07 Accord Chamber of Commerce 100.00
03/06/07 Adaptive Sports Foundation 500.00
03/13/07 Adirondack Business & School Partnership 500.00
03/05/07 Adirondack Community Action Programs 500.00
03/05/07 Adirondack Day Care Center, Inc. 250.00
03/05/07 Adirondack Experience Inc. 1,000.00
03/13/07 Adirondack Girl Scout Council 2,000 00
03/22/07 Adirondack Girl Scouts Troop 494 50.00
03/22/07 Adirondack Girl Scouts Troop 90 100.00
03/06/07 Adirondack Lakes Center for the Arts 500.00
02/21/07 Adirondack Medical Center 5,000.00
03/06/07 Adirondack Mennonite Heritage Association 250.00
03/05/07 Adirondack Park Institute Inc 500.00
03/13/07 Adirondack Samaritan Counseling 1,000.00
03/12/07 Afterschool Peer tutoring Program 450.00
03/12/07 AIM Services, Inc. 2,000.00
03/12/07 Albany Autism Society of America 1,000.00
03/04/07 Albany Booster Drama Club 1,000.00
03/07/07 Albany Correctional for Childrens Benefit 2,000.00
03/07/07 Albany Cougars Special Hockey Club 500.00
03/04/07 Albany County Opportunity 1,500.00
03/04/07 Albany Friendship Circle Chabad Center 1,500 00
03/04/07 Albany Fund for Education 500.00
03/04/07 Albany Jewish Community Center 750.00
04/17/07 Albany Medical Center 7,500.00
03/04/07 Albany Police Athletic League 2,000.00
03/04/07 Albany Prep Charter School 500.00
03/04/07 Albany Therapeutic Riding Center 750.00
03/04/07 Albany YMCA 3,500.00
03/12/07 Alcohol & Substance Abuse Prevention Council 250.00
03/06/07 Alcohol & Substance, Harrel, Fult & Mont Co 1,500.00
03/07/07 Alight Care Center 1,000.00
03/14/07 Alight Pregnancy Center 250.00
03/04/07 Alpha Pregnancy Care Center 1,000.00
03/12/07 Alternate Living Group 2,500.00
03/12/07 American Assoc. of University Women 700.00
03/04/07 American Cancer Society 250.00
03/12/07 American Cancer Society 2,500.00
03/04/07 American Diabetes Association 1,500 00
03/04/07 American Heart Assc. Cardiac Kids Connection 350.00
03/06/07 American Legion Post 1392 250.00
03/05/07 American Red Cross of Dutchess County 3,500.00
03/04/07 American Red Cross of NENY 2,500.00
03/13/07 American Red Cross, Adirondack Saratoga Chapt 5,000.00
STEWART'S FOUNDATION EIN 52-2373263
LIST OF GRANTS - FORM 990, PART H, LINE 22B
03/06/07 American Red Cross, Utica Chapter 1,000.00
03/12/07 American Youth Soccer Organiztion,Sharon Spgs 250.00
03/07/07 Assoc. for Community & Family Enrichment 750.00
03/13/07 Association for the Hearing Impaired 2,000 00
03/19/07 Ausable Valley Habitat for Humanity, Keene 1,500.00
03/14/07 AVCS National Honor Scoiety 200.00
03/07/07 Averill Park Jr Warriors Pop Warner Football 250.00
03/05/07 B.P.O.E. #1508 1,000.00
03/12/07 Ballard Elementary HAS 500.00
03/12/07 Ballston Area Community Center 6,000.00
03/06/07 Bameveld Free Library Association 500.00
03/14/07 Bart J. Ruggiere Adaptive Sports Ctr 750.00
03/13/07 Battenkill Conservancy, NY 500.00
03/06/07 Beaver Camp 2,000.00
03/19/07 Beekman Library 500.00
03/07/07 Believer's Chapel North, Mexico 500.00
03/19/07 Bennington Coalition for the Homeless 1,250.00
03/14/07 Bennington Elementary 350 00
03/14/07 Bennington Youth Center 200.00
03/14/07 Berkshire Farm Center & Services for Youth 750.00
03/07/07 Berlin Free Town Library 500.00
03/07/07 Bethany Hospitality Center, Inc. 1,750.00
03/07/07 Bethel Baptist Church 1,000.00
03/12/07 Bethesda House 2,000.00
03/04/07 Bethlehem Festival Fund 700.00
03/04/07 Bethlehem YMCA 1,500.00
03/04/07 Bethlehem Youth Court 1,000.00
03/08/07 Big Brother & Big Sisters of Orange County 3,000.00
03/04/07 Big Brothers & Big Sisters- Capital Region 2,000.00
03/06/07 Big Brothers & Big Sisters, Oneida County 1,500.00
03/12/07 Big Brothers & Big Sisters, Ulster Co. 1,500.00
03/05/07 Big Brothers Big Sisters of Dutchess County 2,000.00
03/06/07 Big Brothers/Big Sisters of Fulton County 2,500.00
03/13/07 Big Brothers/Big Sisters, Glens Falls 2,000.00
STEWART'S FOUNDATION EIN 52-2373263
LIST OF GRANTS - FORM 990, PART II, LINE 22B
03/13/07 Big Cross Street School PTA 2,000 00
03/12/07 Birthright, Inc 800.00
03/12/07 Black Watch Premier Soccer Club 550 00
03/08/07 Blooming Grove Day Care Center 250.00
03/13/07 Books in Kids Hands 250.00
03/06/07 Boonville Kiwams Christmas for the Needy 1,500.00
03/12/07 Boy Scout Troop #116 100.00
03/06/07 Boy Scout Troop #31 100.00
03/14/07 Boy Scout Troop #355 100.00
03/12/07 Boy Scout Troop #51 100 00
03/15/07 Boy Scout Troop #83, Whitehall 100.00
03/14/07 Boy Scout Troop 102 100.00
03/12/07 Boy Scout Troop 16, Stone Ridge 100.00
03/12/07 Boy Scout Troop 18, Middle Grove 250.00
03/06/07 Boy Scout Troop 23, Watertown 100.00
03/13/07 Boy Scout Troop 27, Greenwich 100.00
03/06/07 Boy Scout Troop 39 100.00
03/06/07 Boy Scout Troop 4 100.00
03/04/07 Boy Scout Troop 46 Slmgerlands 100.00
03/12/07 Boy Scout Troop 58, Fulton 200.00
03/04/07 Boy Scout Troop 610, Watervliet 100 00
03/07/07 Boy Scout Troop 611, Troy 100.00
03/04/07 Boy Scout Troop 62 100.00
03/06/07 Boy Scout Troop 66, Theresa 100.00
03/12/07 Boy Scout Troop 77 100.00
03/19/07 Boy Scout Troop 9 100.00
03/05/07 Boy Scouts of America, Troop #2 100.00
03/04/07 Boy Scouts of Cohoes, #670 100.00
03/14/07 Boy Scouts, Germantown, Troop #122 100.00
03/04/07 Boy Scouts, Menands, Troop #99 100.00
03/23/07 Boy Scouts, Twin Rivers Council 5,000.00
09/07/07 Boy Scouts, Twin Rivers Council 5,000.00
03/13/07 Boy Scouts, Twin Rivers Council 6,000.00
03/12/07 Boys & Girls Club of Rutland County 1,500.00
03/12/07 Boys & Girls Clubs of Schenectady 8,000.00
03/07/07 Boys & Girls Clubs of Southern Rensselaer Co. 3,000.00
03/04/07 Boys and Girls Club of Albany 4,000.00
03/04/07 Brain Injury Association of New York State 750.00
03/19/07 Bread of Life Food Pantry & Neighborhood Ctr. 1,000.00
03/12/07 Bridging People & Places, Inc. 1,800.00
03/04/07 Brighter Choice Charter School for Boys 500.00
03/12/07 BROC- Community Action in Southwestern VT 1,250.00
03/12/07 Brookside Historical Society 1,000.00
03/13/07 Brownie Troop #435, Whitehall 100 00
03/13/07 Brownie Troop #65, Argyle 150 00
03/07/07 Brunswick Babe Ruth 500 00
STEWART'S FOUNDATION EIN 52-2373263
LIST OF GRANTS - FORM 990, PART H, LINE 22B
03/14/07 Burdett Commons, Inc. 750.00
02/01/07 Burnt Hills Ballston Lake Central School 250.00
03/12/07 Burnt Hills Ballston Lake Central School 4,000.00
03/12/07 CA Lynch Hose Company #2 100 00
03/06/07 Cadette Troop 154 100.00
03/13/07 Caldwell Presbyterian Church 300.0003/13/07 Cambridge Distnct United Fund 500.0003/13/07 Cambridge Parent Teacher Partnership 1,000.00
03/13/07 Cambridge Pee Wee Football 250.00
03/13/07 Cambridge Youth Lacrosse 250.00
08/07/07 Camp Cedar Hill 500.00
03/07/07 Canajoharie Library and Art Gallery 500.00
03/16/07 Canton Neighborhood Center CDP 500.00
03/04/07 CapDist African American Coalition on AIDS 250.00
03/04/07 Capital Area Speech Center 750.00
03/04/07 Capital City Rescue Mission 1,500.00
03/04/07 Capital District CASA(Mediation Matters Inc) 1,000.00
03/04/07 Capital Distnct Habitat for Humanity 500.0003/12/07 Capital District YMCA, Sch'dy Branch 4,000.00
03/04/07 Capital Region Youth Tenms Foundation 3,000.00
03/04/07 Capital Youth Hockey Association 1,000.00
03/12/07 CAPTAIN Youth & Family Services 6,700.00
03/05/07 Cardinal Hayes Home 2,000.0003/05/07 Care Net Pregnancy Program 2,500.00
03/14/07 CareNet Pregnancy Care 500.00
03/06/07 Caroga Lake Volleyball Club 350 0003/23/07 Carthage Area Hospital 2,500.00
03/06/07 Carthage AYSO 300.00
03/06/07 Carthage Basketball Club - Carthage Central 150 00
03/12/07 Carver Youth Services Program 1,500.00
03/05/07 CASA of Essex County 300.0003/07/07 CASA of Fulton & Montgomery Counties 600 0003/07/07 Castleton Elementary School 504.00
03/07/07 Castleton Public Library 750.0003/05/07 Catherine Street Community Center 2,125.00
03/04/07 Catholic Charities Caregivers Support Service 500.00
03/04/07 Catholic Chanties of Albany and Rensselaer 3,500.0003/14/07 Catholic Charities of Columbia & Green Co. 4,000.0003/05/07 Catholic Chanties of Franklin County 3,500.00
03/06/07 Catholic Charities of Fulton & Montgomery Co 4,000.00
03/12/07 Catholic Charities of Saratoga County 5,000.00
03/12/07 Catholic Charities of Schenectady County 1,600.00
03/12/07 Catholic Charities of Schoharie County 3,500.00
03/06/07 Catholic Charities Runaway Program 1,500.00
03/12/07 Catholic Chanties, St. Lawerence County 2,000.00
03/06/07 Catholic Charities, Watertown 4,000.00
STEWART'S FOUNDATION EIN 52-2373263
LIST OF GRANTS - FORM 990, PART II, LINE 22B
03/12/07 Catie Hoch Foundation 1,500 00
03/12/07 Catskill Ballet Theatre 350.00
03/06/07 Catskill Little League 1,500.00
03/06/07 Catskill Public Library 750.00
03/12/07 Center for Creative Education 750.00
03/04/07 Center for Disability Services 8,500.00
03/14/07 Center for Restorative Justice 800.00
03/06/07 Central Asoc for Blind & Visually Impaired 480.00
03/06/07 Central NY 32 Degree Masonic Learning Ctr 250.00
03/07/07 CEO Head Start, Hoosick Falls 400 00
03/12/07 Cerebral Palsy Association of the N. Country 1,048.00
03/05/07 Challenge Fast Pitch, East Fishkill 300 00
03/05/07 Challenge Liberty Softball 250 0003/12/07 Channel Z Productions 750.00
03/12/07 Chanty Resource Center 2,000.00
03/12/07 Charlton School 2,000.00
03/05/07 Chateaugay Memorial Library 750.00
03/05/07 Chateaugay Troop 4118 100.00
03/14/07 Chatham Kid's Club 750.00
03/14/07 Chatham Public Library 500.00
03/14/07 Chazy Central Rural School 1,000.00
03/14/07 Chazy Public Library 300.00
03/14/07 Chazy Youth Hockey-Scott's Memorial Rink 1,500.00
03/08/07 Cheer Quest Parents Assoc 200 00
03/13/07 Cheerful Cricket Nursery School 250.00
03/05/07 Child Abuse Prevention Center, Poughkeepsie 1,500.00
03/12/07 Children of Our Comm.Open to Achievement 1,000.00
03/19/07 Children's Christmas Express 750.0003/13/07 Children's Comrmttee of Warren County 800.00
03/04/07 Children's Corner Day Care Center 250 00
03/06/07 Children's Home of Jefferson County 3,500.00
03/12/07 Children's Home of Kingston 2,000.00
03/12/07 Childrens Museum of Saratoga 1,750.00
03/07/07 Children's Museum of Science, Junior Museum 1,500.00
U.S. STATE AND TOTAL GOV'TDESCRIPTION COST/FMV GOVERNMENT LOCAL GOV'T SECURITIES
BONDS COST 300,003. 300,003.
TOTAL TO FORM 990, LINE 54A, COL B 300,003. 300,003.
FORM 990 OTHER SECURITIES STATEMENT 6
SECURITY DESCRIPTION
CERTIFICATES OF DEPOSIT
TO FORM 990, LINE 54B, COL B
OTHERCOST/FMV SECURITIES
290,009.
290,009.
21 STATEMENT(S) 4, 5, 6
4
Form 8868 Application for Extension of Time To File an(Rev April 2008) Exempt Organization Return OMB No. 1545.1709
Department of athi TreasuryInlanel Revenw Service
►Re a separate application for each return.
• If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box ►• If you are filing for an Additional (Not Automatic) 3-Month Extension , complete only Part II (on page 2 of this form).
Do not complete Part II unless you have already been granted an automatic 3-month extension on a previously filed Form 8868.
Part I Automatic 3-Month Extension of Time. Only submit original (no copies needed).
A corporation required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete
Part I only ........... ... ........ ...................... . ........ - . 0" o
All other corporations (mcluding 1120-C filers), partnerships. REMICs, and trusts must use Form 7004 to request an extension of timeto file Income tax returns.
Electronic Filing (e-file). Generally, you can electronically file Form 8868 If you want a 3-month automatic extension of time to file one of the returnsnoted below (6 months for a corporation required to file Form 990-T). However, you cannot file Form 8868 electronically if (1) you want the additional(not automatic) 3-month extension or (2) you file Forms 990-BL, 6069. or 8870, group returns, or a composite or consolidated Form 990-T. Instead,you must submit the fully completed and signed page 2 (Part II) of Form 8868. For more details on the electronic filing of this form, visitwww.rs gov/efde and click on a-file for Charities & Nonprofits.
Type or Name of Exempt Organization Employer identification number
print
STEWART 'S FOUNDATION 52-2373263by the
due dalle forF ile f
Number. street , and room or suite no. if a P.O. box , see instructions.filtrigyourrm.r, Se
aPO BOX 435
reuan Se
mouua+iots City, town or post office, state , and ZIP code For a foreign address, see instructions.
SARATOGA SPRINGS , NY 12866
Check type of return to be filed (file a separate application for each return):
® Form 990 Form 990-T (corporation ) 0 Form 4720
Q Form 990-BL El Form 990-T (sec . 401(a) or 408(a) trust) El Form 5227
Q Form 990-EZ Q Form 990-T (trust other than above) Q Form 6069
Q Form 990-PF Q Form 1041A Form 8870
• The books are in the care of ► DAVID A. FARR
Telephone No. 110- 518 -581-1201 FAX No. ►• If the organization does not have an office or place of business in the United States, check this box.
• If this is for a Group Return , enter the organ ization ' s four digit Group Exemption Number (GEN) . If this is for the whole group, check this
box ► Q . If it is for part of the group , check this box ►Q and attach a fist with the names and EINs of all members the extension will cover.
I I request an automatic 3-month (6-months for a corporation required to file Form 990-T) extension of time until
AUGUST 15, 2008 , to file the exempt organization return for the organ ization named above. The extension
is for the organization's return for.
2007 or►Q tax year beginning , and ending
2 If this tax year is for less than 12 months , check reason : 0 Initial return Final return 0 Change in accounting period
3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated
tax a credit.
c Balance Due. Subtract fine 3b from line 3a. Include your payment with this form, or, d required,
deposit with FTD coupon or, I required , by using EFTPS (Electronic Federal Tax Payment System).
Caution. If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-EO for payment instructions.
LHA For Privacy Act and Paperwork Reduction Act Notice, see instructions. Form 8868 (Rev. 4-2008)