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Nonprofit · EIN 20-3218089

STUART FOUNDATION INC

Tax-exempt · BRANDON, FL 33511

Financials

$78K$107K2023$83K$126K2024$175K$125K2025
Revenue Expenses · by fiscal year end
Financials of STUART FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$174,530$125,458$49,072$1,116,498$0$1,116,498
December 31, 2024990-PF$82,824$125,637-$42,813$1,067,426$0$1,067,426
December 31, 2023990-PF$78,112$106,928-$28,816$1,110,239$0$1,110,239
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$11,446
Interest
$11,113
Net gain from sales of assets
$151,971

Expenses

Grants and similar amounts paid
$120,000
Disbursements for charitable purposes
$120,000
Excise tax on investment income
$2,350

Balance sheet and other

Total assets, start of year
$1,067,426
Total assets, end of year
$1,116,498
Total liabilities, end of year
$0
Net assets, end of year
$1,116,498
Fair market value of assets
$1,148,665
Qualifying distributions
$120,000
Net investment income
$174,530

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
GALE STUART
6404 TORREON DRIVE NE, ALBUQUERQUE, NM 87109
VICE PRES0$0
STEPHEN STUART
107 HICKORY CREEK DRIVE, BRANDON, FL 33511
PRESIDENT0$0
TONJA STUART
107 HICKORY CREEK DR, BRANDON, FL 33511
TREASURER0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
GALE STUART
6404 TORREON DRIVE NE, ALBUQUERQUE, NM 87109
VICE PRES0$0
STEPHEN STUART
107 HICKORY CREEK DRIVE, BRANDON, FL 33511
PRESIDENT0$0
TONJA STUART
107 HICKORY CREEK DR, BRANDON, FL 33511
TREASURER0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
GALE STUART
6404 TORREON DRIVE NE, ALBUQUERQUE, NM 87109
VICE PRES0$0
STEPHEN STUART
107 HICKORY CREEK DRIVE, BRANDON, FL 33511
PRESIDENT0$0
TONJA STUART
107 HICKORY CREEK DR, BRANDON, FL 33511
TREASURER0$0

Address and contacts

Address (IRS master file)
107 HICKORY CREEK DR, BRANDON, FL 33511-8011
Signed the 990-PF
STEPHEN STUART, PRESIDENT
Phone
(407) 420-9005
Return prepared by
SBM CERTIFIED PUBLIC ACCOUNTANTS

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-3218089
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,116,498
Income (IRS master file)
$3,726,220

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$174,530$125,458$1,116,498XML
990-PFDecember 2024$82,824$125,637$1,067,426XML
990-PFDecember 2023$78,112$106,928$1,110,239XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3218089).

Questions about STUART FOUNDATION INC

What is the EIN of STUART FOUNDATION INC?
The employer identification number (EIN) of STUART FOUNDATION INC is 20-3218089.
Is STUART FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to STUART FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does STUART FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of STUART FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STUART FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of STUART FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does STUART FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $174,530, expenses of $125,458 and total assets of $1,116,498 at year end.

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