Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE STUART FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)107 HICKORY CREEK DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BRANDON, FL33511
A Employer identification number

20-3218089
B Telephone number (see instructions)

(407) 420-9005
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,235,923
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 288 288  
4 Dividends and interest from securities... 18,058 18,058  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 207,232
b Gross sales price for all assets on line 6a 2,529,147
7 Capital gain net income (from Part IV, line 2)... 207,232
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 225,578 225,578  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,200 600   600
c Other professional fees (attach schedule).... 3,387 3,387    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 465      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,052 3,987   600
25 Contributions, gifts, grants paid....... 160,000 160,000
26 Total expenses and disbursements. Add lines 24 and 25 165,052 3,987   160,600
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 60,526
b Net investment income (if negative, enter -0-) 221,591
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 73,666 343,269 343,269
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,048,904 Click to see attachment639,827 692,892
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment200,000 199,762
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,122,570 1,183,096 1,235,923
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,122,570 1,183,096
30 Total net assets or fund balances (see instructions)..... 1,122,570 1,183,096
31 Total liabilities and net assets/fund balances (see instructions). 1,122,570 1,183,096
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,122,570
2
Enter amount from Part I, line 27a .....................
2
60,526
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,183,096
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,183,096
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a MASTERCARD INC CLASS A P 2018-12-03 2018-12-21
b SALESFORCE COM P 2018-04-18 2018-12-17
c BOEING CO P 2017-06-20 2018-12-14
d CENTENE CORP P 2018-11-07 2018-12-06
e ADOBE INC P 2017-12-07 2018-11-14
BOEING CO P 2017-01-25 2018-10-29
SUNTRUST BANKS INC P 2016-11-14 2018-10-23
ARISTA NETWORKS INC P 2018-04-10 2018-10-05
J B HUNT TRANSPORT P 2018-04-03 2018-08-29
JPMORGAN CHASE & CO MEDI P 2018-01-10 2018-07-12
TAYLOR MORRISON HOME CLASS A P 2016-02-12 2018-04-02
ISHARES US UTILITIES ETF P 2017-06-20 2018-03-09
COMCAST CORPORATION CLAS S A P 2016-10-18 2018-02-09
MICROSOFT CORP P 2017-10-27 2018-12-21
SALESFORCE COM P 2018-02-21 2018-12-17
VISA INC CLASS A P 2017-09-14 2018-12-14
CENTENE CORP P 2018-04-18 2018-12-06
ADOBE INC P 2017-11-01 2018-11-14
SERVICE NOW INC P 2018-08-17 2018-10-26
SUNTRUST BANKS INC P 2016-11-30 2018-10-23
ARISTA NETWORKS INC P 2018-04-05 2018-10-05
SMITH A O P 2016-10-18 2018-08-13
LAM RESEARCH CORP P 2018-02-12 2018-07-02
TAYLOR MORRISON HOME CLA SS A P 2016-02-16 2018-04-02
CIGNA CORP P 2018-01-03 2018-03-08
ISHARES US UTILITIES ETF P 2017-06-02 2018-01-09
MASTERCARD INC CLASS A P 2018-07-26 2018-12-21
SALESFORCE COM P 2018-11-28 2018-12-17
VISA INC CLASS A P 2017-08-15 2018-12-14
FEDEX CORP P 2018-11-01 2018-11-20
ADOBE INC P 2017-06-22 2018-11-14
SERVICE NOW INC P 2018-08-02 2018-10-26
SUNTRUST BANKS INC P 2018-08-17 2018-10-23
ARISTA NETWORKS INC P 2018-04-18 2018-10-05
SMITH A O P 2017-12-07 2018-08-13
LAM RESEARCH CORP P 2018-02-26 2018-07-02
POWERSHARES NASDAQ INTERNET ETF P 2016-03-01 2018-04-02
KB HOME P 2017-01-24 2018-02-28
WASTE MANAGEMENT INC P 2011-09-27 2018-01-03
GARTNER INC P 2018-11-29 2018-12-21
VISA INC CLASS A P 2017-09-14 2018-12-17
COSTCO WHOLESALE CO P 2018-08-22 2018-12-14
MASTERCARD INC CLASS A P 2018-07-12 2018-11-20
INVESCO NASDAQ INTERNET ETF P 2018-04-27 2018-11-12
SHERWIN WILLIAMS CO P 2018-04-11 2018-10-25
SUNTRUST BANKS INC P 2016-12-05 2018-10-23
INVESCO NASDAQ INTERNET ETF P 2016-03-30 2018-10-04
SMITH A O P 2016-09-28 2018-08-13
CONSTELLATION BRAND CLASS A P 2016-05-09 2018-06-29
JOHNSON & JOHNSON P 2017-10-18 2018-04-02
KB HOME P 2016-12-12 2018-02-28
WASTE MANAGEMENT INC P 2011-09-27 2018-01-03
INTUIT INC P 2017-02-24 2018-12-21
VISA INC CLASS A P 2018-04-10 2018-12-17
COSTCO WHOLESALE CO P 2018-11-28 2018-12-14
ISHARES DOW JONES US ETF P 2018-11-07 2018-11-20
VISA INC CLASS A P 2017-08-15 2018-11-12
SERVICE NOW INC P 2018-08-02 2018-10-24
CINTAS CORP P 2017-10-10 2018-10-17
INVESCO NASDAQ INTERNET ETF P 2016-08-24 2018-10-04
SMITH A O P 2018-04-18 2018-08-13
PNC FINL SERVICES P 2016-10-27 2018-06-14
STANLEY BLACK & DECK P 2016-01-26 2018-04-02
AETNA INC P 2017-09-14 2018-02-23
MARRIOTT INTL INC CLASS A P 2017-04-26 2018-01-03
GARTNER INC P 2018-12-11 2018-12-21
SALESFORCE COM P 2018-10-31 2018-12-17
COSTCO WHOLESALE CO P 2018-10-31 2018-12-14
FEDEX CORP P 2016-12-01 2018-11-20
INVESCO NASDAQ INTERNET ETF P 2018-05-10 2018-11-12
ILLUMINA INC P 2018-07-09 2018-10-24
BOEING CO P 2017-01-25 2018-10-15
PNC FINL SERVICES P 2016-10-27 2018-09-28
SMITH A O P 2017-06-20 2018-08-13
JPMORGAN CHASE & CO P 2018-01-10 2018-06-14
POWERSHARES NASDAQ INTER NET ETF P 2016-03-30 2018-04-02
AETNA INC P 2017-09-01 2018-02-23
CONSTELLATION BRAND CLASS A P 2016-05-09 2018-01-03
PROSHARES ONLINE RETAIL ETF P 2018-11-28 2018-12-20
ILLUMINA INC P 2018-07-09 2018-12-17
COSTCO WHOLESALE CO P 2018-08-22 2018-12-14
FEDEX CORP P 2018-08-17 2018-11-20
INTUIT INC P 2017-02-24 2018-11-12
SERVICE NOW INC P 2018-07-09 2018-10-24
MICROSOFT CORP P 2017-10-27 2018-10-15
PNC FINL SERVICES P 2016-11-07 2018-09-28
SMITH A O P 2017-01-24 2018-08-13
ARISTA NETWORKS INC P 2018-04-05 2018-05-04
POWERSHARES NASDAQ INTERNET ETF P 2016-03-01 2018-03-28
NEXTERA ENERGY INC P 2014-02-13 2018-02-15
MASTERCARD INC CLASS A P 2018-07-12 2018-12-20
SALESFORCE COM P 2017-12-07 2018-12-17
SKYWEST INC P 2018-09-26 2018-12-13
FEDEX CORP P 2018-04-18 2018-11-20
INVESCO NASDAQ INTERNET ETF P 2018-02-14 2018-11-12
QUEST DIAGNOSTIC INC P 2018-06-11 2018-10-23
ADOBE INC P 2017-06-22 2018-10-10
FEDEX CORP P 2016-11-08 2018-09-28
MARRIOTT INTL INC CLASS A P 2017-06-20 2018-08-07
NORTHROP GRUMMAN CO P 2017-03-22 2018-04-25
CLOROX COMPANY P 2017-12-07 2018-03-21
NEXTERA ENERGY INC P 2013-03-26 2018-02-15
PROSHARES ONLINE RETAIL ETF P 2018-12-11 2018-12-20
UNITEDHEALTH GRP INC P 2018-11-28 2018-12-17
HCA HEALTHCARE INC P 2018-10-17 2018-12-07
NVIDIA CORP P 2018-10-31 2018-11-16
CONOCOPHILLIPS P 2018-09-28 2018-11-08
QUEST DIAGNOSTIC INC P 2018-08-17 2018-10-23
INVESCO NASDAQ INTERNET ETF P 2016-08-24 2018-10-10
PNC FINL SERVICES P 2016-11-10 2018-09-28
MARRIOTT INTL INC CLASS A P 2018-05-21 2018-08-07
STANLEY BLACK & DECK P 2016-01-26 2018-04-20
CLOROX COMPANY P 2016-11-30 2018-03-21
COMCAST CORPORATION CLAS S A P 2016-11-30 2018-02-09
MASTERCARD INC CLASS A P 2018-07-26 2018-12-20
UNITEDHEALTH GRP INC P 2018-10-15 2018-12-17
HCA HEALTHCARE INC P 2018-11-28 2018-12-07
MOLINA HEALTHCARE P 2018-08-17 2018-11-15
CONOCOPHILLIPS P 2018-05-07 2018-11-08
QUEST DIAGNOSTIC INC P 2018-07-10 2018-10-23
INVESCO NASDAQ INTERNET ETF P 2018-02-14 2018-10-10
FEDEX CORP P 2016-12-01 2018-09-28
MARRIOTT INTL INC CLASS A P 2017-05-16 2018-08-07
STANLEY BLACK & DECK P 2017-01-24 2018-04-20
CLOROX COMPANY P 2016-01-22 2018-03-21
3M COMPANY P 2017-06-22 2018-02-09
PROSHARES ONLINE RETAIL ETF P 2018-12-03 2018-12-20
SKYWEST INC P 2018-11-30 2018-12-14
GLOBAL PAYMENTS INC P 2018-10-25 2018-12-07
VISA INC CLASS A P 2017-08-15 2018-11-15
CONOCOPHILLIPS P 2018-05-21 2018-11-08
CINTAS CORP P 2018-02-26 2018-10-23
ILLUMINA INC P 2018-07-09 2018-10-10
J B HUNT TRANSPORT P 2018-05-24 2018-09-20
MARRIOTT INTL INC CLASS A P 2017-05-25 2018-08-07
PNC FINANCIAL SRVCS P 2016-10-27 2018-04-16
CLOROX COMPANY P 2017-01-03 2018-03-21
FEDEX CORPORATION P 2016-11-08 2018-02-09
ILLUMINA INC P 2018-11-28 2018-12-17
SHERWIN WILLIAMS CO P 2018-12-03 2018-12-14
GLOBAL PAYMENTS INC P 2018-11-30 2018-12-07
IDEXX LABS INC P 2018-10-17 2018-11-15
ETFMG PRIME CYBER SEC ET F P 2018-05-10 2018-10-29
CINTAS CORP P 2017-10-10 2018-10-23
ETFMG PRIME CYBER SEC ETF P 2018-03-07 2018-10-10
NORTHROP GRUMMAN CO P 2017-03-22 2018-09-20
NORTHROP GRUMMAN CO P 2017-03-22 2018-07-25
BECTON DICKINSON&CO P 2016-08-11 2018-04-06
KB HOME P 2017-01-24 2018-03-15
3M COMPANY P 2017-07-10 2018-02-09
ILLUMINA INC P 2018-08-02 2018-12-17
SKYWEST INC P 2018-09-26 2018-12-14
CENTENE CORP P 2018-04-05 2018-12-06
IDEXX LABS INC P 2018-10-31 2018-11-15
ETFMG PRIME CYBER SEC ETF P 2018-03-07 2018-10-29
CINTAS CORP P 2018-04-10 2018-10-23
SALESFORCE COM P 2017-12-07 2018-10-10
J B HUNT TRANSPORT P 2018-04-18 2018-09-20
CONSTELLATION BRAND CLASS A P 2016-06-29 2018-07-24
SUNTRUST BANKS INC P 2016-11-14 2018-04-06
CIGNA CORP P 2018-02-14 2018-03-12
COMCAST CORPORATION CLAS S A P 2016-11-10 2018-02-09
PROSHARES ONLINE RETAIL ETF P 2018-11-28 2018-12-17
SHERWIN WILLIAMS CO P 2018-04-11 2018-12-14
TJX COMPANIES INC P 2018-10-31 2018-12-06
MOLINA HEALTHCARE P 2018-08-14 2018-11-15
ETFMG PRIME CYBER SEC ET F P 2018-04-27 2018-10-29
CINTAS CORP P 2017-12-07 2018-10-23
SALESFORCE COM P 2017-11-08 2018-10-10
J B HUNT TRANSPORT P 2018-04-03 2018-09-20
WASTE MANAGEMENT INC P 2011-09-27 2018-07-24
BECTON DICKINSON&CO P 2016-09-15 2018-04-06
ALTRIA GROUP INC P 2010-11-18 2018-03-09
AETNA INC P 2017-09-01 2018-02-09
ILLUMINA INC P 2018-11-07 2018-12-17
BOEING CO P 2017-01-25 2018-12-14
CENTENE CORP P 2018-04-17 2018-12-06
ADOBE INC P 2017-12-07 2018-11-14
ETFMG PRIME CYBER SEC ET F P 2018-05-09 2018-10-29
CENTENE CORP P 2018-04-05 2018-10-23
SERVICE NOW INC P 2018-07-09 2018-10-10
NORTHROP GRUMMAN CO P 2017-05-16 2018-09-20
CONSTELLATION BRAND CLAS S A P 2016-05-09 2018-07-24
MARRIOTT INTL INC CLASS A P 2017-04-26 2018-04-06
ALTRIA GROUP INC P 2013-04-24 2018-03-09
COMCAST CORPORATION CLASS A P 2016-09-28 2018-02-09
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 17,804   20,606 -2,802
b 13,104   12,449 655
c 15,845   10,061 5,784
d 6,613   6,884 -271
e 5,609   4,199 1,410
9,899   5,009 4,890
8,977   7,848 1,129
6,404   6,645 -241
20,629   20,052 577
37,268   38,711 -1,443
13,049   7,240 5,809
24,764   27,203 -2,439
7,531   6,548 983
7,849   6,739 1,110
13,104   11,497 1,607
2,702   2,126 576
13,225   11,254 1,971
11,684   8,790 2,894
8,261   9,048 -787
11,969   10,448 1,521
11,527   12,040 -513
5,696   4,997 699
35,969   35,744 225
13,049   7,553 5,496
18,145   20,537 -2,392
25,890   27,161 -1,271
8,902   10,443 -1,541
13,104   13,481 -377
20,262   15,399 4,863
15,491   15,612 -121
7,011   4,359 2,652
4,957   5,492 -535
5,984   7,363 -1,379
10,246   10,348 -102
5,696   6,154 -458
8,564   9,844 -1,280
1,232   735 497
5,606   3,352 2,254
8,040   3,034 5,006
31,836   38,968 -7,132
10,730   8,503 2,227
6,171   6,884 -713
18,640   20,619 -1,979
11,658   13,115 -1,457
14,572   15,579 -1,007
11,969   10,590 1,379
6,536   3,806 2,730
17,087   14,732 2,355
27,043   20,236 6,807
24,929   28,125 -3,196
5,606   3,463 2,143
699   264 435
14,820   10,181 4,639
13,413   12,071 1,342
14,398   15,834 -1,436
39,565   41,732 -2,167
14,148   10,266 3,882
3,406   3,661 -255
18,671   15,017 3,654
13,073   8,421 4,652
5,696   6,604 -908
7,061   4,749 2,312
29,657   19,299 10,358
17,480   16,318 1,162
13,569   9,625 3,944
6,367   7,255 -888
9,173   9,663 -490
10,284   11,493 -1,209
11,065   9,612 1,453
11,658   13,343 -1,685
11,773   11,536 237
14,251   6,678 7,573
20,617   14,248 6,369
11,391   11,433 -42
5,387   5,530 -143
18,473   11,419 7,054
3,496   3,174 322
11,372   8,104 3,268
8,792   9,982 -1,190
3,084   2,884 200
20,772   22,947 -2,175
6,639   7,384 -745
15,290   8,909 6,381
5,109   5,526 -417
26,857   21,061 5,796
13,745   9,646 4,099
5,696   4,904 792
21,342   24,080 -2,738
23,855   13,972 9,883
5,992   3,721 2,271
12,769   14,433 -1,664
2,621   2,076 545
18,444   23,121 -4,677
8,852   10,272 -1,420
5,829   6,297 -468
28,692   33,613 -4,921
29,286   17,437 11,849
7,202   5,442 1,760
12,552   10,516 2,036
13,013   9,672 3,341
12,427   14,364 -1,937
14,981   7,659 7,322
5,861   6,642 -781
10,398   11,073 -675
29,876   29,999 -123
8,175   10,531 -2,356
6,669   7,854 -1,185
4,782   5,529 -747
12,380   8,421 3,959
13,745   10,353 3,392
12,552   13,881 -1,329
14,819   9,650 5,169
12,427   11,752 675
15,063   13,944 1,119
9,120   10,443 -1,323
41,592   41,909 -317
10,864   11,316 -452
6,168   6,693 -525
26,674   27,375 -701
9,564   11,313 -1,749
6,190   6,297 -107
12,003   9,612 2,391
12,552   10,404 2,148
14,819   12,303 2,516
12,427   12,622 -195
21,997   21,240 757
5,861   6,981 -1,120
4,469   5,669 -1,200
33,190   36,602 -3,412
6,917   5,133 1,784
6,669   7,048 -379
8,773   8,539 234
15,971   14,420 1,551
12,170   12,704 -534
6,276   5,322 954
7,277   4,749 2,528
12,427   12,076 351
27,160   21,767 5,393
9,251   9,678 -427
11,584   12,832 -1,248
5,186   5,533 -347
31,103   36,437 -5,334
3,428   3,819 -391
12,282   10,512 1,770
14,801   14,123 678
5,962   4,836 1,126
17,789   14,508 3,281
21,258   17,678 3,580
16,954   10,057 6,897
17,598   16,877 721
15,418   16,573 -1,155
4,469   5,780 -1,311
6,613   5,363 1,250
7,776   8,605 -829
6,857   7,062 -205
8,773   8,543 230
11,281   8,304 2,977
12,170   12,160 10
21,487   15,915 5,572
16,313   13,081 3,232
17,064   19,464 -2,400
7,531   6,467 1,064
28,495   29,947 -1,452
30,890   31,158 -268
24,771   30,056 -5,285
27,140   29,627 -2,487
10,285   10,934 -649
8,773   7,936 837
14,101   10,393 3,708
15,821   15,334 487
20,543   8,245 12,298
4,252   3,528 724
3,273   1,239 2,034
22,753   20,633 2,120
12,335   13,091 -756
25,352   13,357 11,995
13,225   11,171 2,054
6,076   4,549 1,527
6,857   7,517 -660
32,350   26,814 5,536
20,965   22,104 -1,139
23,847   19,924 3,923
5,372   4,047 1,325
19,448   14,437 5,011
13,093   7,133 5,960
15,063   13,295 1,768
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -2,802
b       655
c       5,784
d       -271
e       1,410
      4,890
      1,129
      -241
      577
      -1,443
      5,809
      -2,439
      983
      1,110
      1,607
      576
      1,971
      2,894
      -787
      1,521
      -513
      699
      225
      5,496
      -2,392
      -1,271
      -1,541
      -377
      4,863
      -121
      2,652
      -535
      -1,379
      -102
      -458
      -1,280
      497
      2,254
      5,006
      -7,132
      2,227
      -713
      -1,979
      -1,457
      -1,007
      1,379
      2,730
      2,355
      6,807
      -3,196
      2,143
      435
      4,639
      1,342
      -1,436
      -2,167
      3,882
      -255
      3,654
      4,652
      -908
      2,312
      10,358
      1,162
      3,944
      -888
      -490
      -1,209
      1,453
      -1,685
      237
      7,573
      6,369
      -42
      -143
      7,054
      322
      3,268
      -1,190
      200
      -2,175
      -745
      6,381
      -417
      5,796
      4,099
      792
      -2,738
      9,883
      2,271
      -1,664
      545
      -4,677
      -1,420
      -468
      -4,921
      11,849
      1,760
      2,036
      3,341
      -1,937
      7,322
      -781
      -675
      -123
      -2,356
      -1,185
      -747
      3,959
      3,392
      -1,329
      5,169
      675
      1,119
      -1,323
      -317
      -452
      -525
      -701
      -1,749
      -107
      2,391
      2,148
      2,516
      -195
      757
      -1,120
      -1,200
      -3,412
      1,784
      -379
      234
      1,551
      -534
      954
      2,528
      351
      5,393
      -427
      -1,248
      -347
      -5,334
      -391
      1,770
      678
      1,126
      3,281
      3,580
      6,897
      721
      -1,155
      -1,311
      1,250
      -829
      -205
      230
      2,977
      10
      5,572
      3,232
      -2,400
      1,064
      -1,452
      -268
      -5,285
      -2,487
      -649
      837
      3,708
      487
      12,298
      724
      2,034
      2,120
      -756
      11,995
      2,054
      1,527
      -660
      5,536
      -1,139
      3,923
      1,325
      5,011
      5,960
      1,768
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 207,232
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 -61,191
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 129,135 1,410,042 0.091582
2016 201,537 1,388,460 0.145151
2015 156,898 1,493,958 0.105022
2014 129,197 1,462,806 0.088321
2013 31,619 1,351,409 0.023397
2
Total of line 1, column (d) .....................
2
0.453473
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.090695
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,411,657
5
Multiply line 4 by line 3......................
5
128,030
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,216
7
Add lines 5 and 6........................
7
130,246
8
Enter qualifying distributions from Part XII, line 4,.............
8
160,600
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,216
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,216
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,216
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,500
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 716
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSTEVE STUART Telephone no.bullet (813) 259-9352

    Located atbullet107 HICKORY CREEK DRIVEBRANDONFL ZIP+4bullet33511
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    GALE STUART VICE PRES
    000.00
    0 0 0
    2602 HARROWDEN DRIVE
    AUSTIN,TX78727
    STEPHEN K STUART PRESIDENT
    000.00
    0 0 0
    107 HICKORY CREEK DRIVE
    BRANDON,FL33511
    TONJA STUART TREASURER
    000.00
    0 0 0
    107 HICKORY CREEK DR
    BRANDON,FL33511
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,312,536
    b
    Average of monthly cash balances.......................
    1b
    120,618
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,433,154
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,433,154
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    21,497
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,411,657
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    70,583
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    70,583
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,216
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,216
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    68,367
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    68,367
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    68,367
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    160,600
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    160,600
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    2,216
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    158,384
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 68,367
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014...... 22,240
    c From 2015...... 83,348
    d From 2016...... 136,992
    e From 2017...... 61,563
    fTotal of lines 3a through e........ 304,143
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 160,600
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2018 distributable amount..... 68,367
    e Remaining amount distributed out of corpus 92,233
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 396,376
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    396,376
    10 Analysis of line 9:
    a Excess from 2014.... 22,240
    b Excess from 2015.... 83,348
    c Excess from 2016.... 136,992
    d Excess from 2017.... 61,563
    e Excess from 2018.... 92,233
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    MOUNTAIN STATES LEGAL FOU
    2596 SOUTH LEWIS WAY
    LAKEWOOD,CO80227
    NONE 509(A)(1) OPERATIONAL SUPPORT 15,000
    FRONT STEPS
    500 E 7TH STREET
    AUSTIN,TX78701
    NONE 509(A)(1) OPERATIONAL SUPPORT 10,000
    THE HOOVER INSTITUTE
    434 GALVEZ MALL
    STANFORD,CA94305
    NONE 509(A)(1) OPERATIONAL SUPPORT 50,000
    MEALS ON WHEELS CENTRAL TEXAS
    3227 E 5TH ST
    AUSTIN,TX78702
    NONE 509(A)(1) OPERATIONAL SUPPORT 15,000
    CRITTER ADOPTION & RESCUE EFFORD
    1528 27TH ST
    RUSKIN,FL33570
    NONE 509(A)(1) OPERATIONAL SUPPORT 5,000
    MISSOURI HISTORY MUSUEM
    5700 LINDELL BLVD
    ST LOUIS,MO63112
    NONE 509(A)(1) OPERATIONAL SUPPORT 30,000
    AMERICAN YOUTH FOUNDATION
    6357 CLAYTON ROAD
    ST LOUIS,MO63117
    NONE 509(A)(1) OPERATIONAL SUPPORT 10,000
    PRELUDE TO A CURE
    5004 E FOWLER AVE
    TAMPA,FL33612
    NONE 509(A)(1) OPERATIONAL SUPPORT 5,000
    GLENKIRK
    3504 COMMERCIAL AVE
    NORTHBROOK,IL60062
    NONE 509(A)(1) OPERATIONAL SUPPORT 10,000
    EDTECH GLOBAL AFRICA
    6 AINSWORTH CRESCENT
    SOMERSET WEST,FL34787
    NONE SA CHARITY TEACHER SUPPORT 10,000
    Total .................................bullet 3a 160,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 288  
    4 Dividends and interest from securities....     14 18,058  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        14 207,232  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   225,578  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    225,578
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    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 foundation. If the foundation 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.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE STUART FOUNDATION INC
    EIN:
    20-3218089
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SBM, CPAS - 990PF PREPARATION 1,200 600   600

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE STUART FOUNDATION INC
    EIN:
    20-3218089
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCKS 639,827 692,892

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE STUART FOUNDATION INC
    EIN:
    20-3218089
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CERTIFICATES OF DEPOSIT AT COST 200,000 199,762

    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE STUART FOUNDATION INC
    EIN:
    20-3218089
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGT FEES 3,387 3,387    


    TY 2018 TaxesSchedule
    Name:
    THE STUART FOUNDATION INC
    EIN:
    20-3218089
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FORM 990 PF 465