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Stuart Foundation INC EIN 20-3218089

Stuart Foundation INC FY2020 filing

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A private foundation based in Brandon, FL. It reported about $289K in revenue for 2020. For fiscal year 2020 it reported $289K in revenue, $143K in expenses, and $1.3M in net assets.Pt I

Type
Private foundation / grantmaker · Foundations & Grantmakers
Location
Brandon, FL
Filings
5 on file (2020–2020)
Revenue
$289KFY2020
Expenses
$143K
Net assets
$1.3M
People
0
Filings
5
Updates
0
More identity details & actions ⌄
EIN  20-3218089 Private foundation / grantmaker Brandon, FL
Form 990 (PDF)
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →
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Size
$100K–1M
What they do
A private foundation based in Brandon, FL. It reported about $289K in revenue for 2020.
Money in and out
$289K revenue, $143K expenses
Bottom line
—
Grants paid & assets · FY2020
Total revenue
$289K
Pt VIII · Ln 12
Total expenses
$143K
Pt IX · Ln 25
Net assets
$1.3M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $146K
Total assets
1.3M
deployed as grants and operations
Grants paid
138K
in FY2020
Grants made
13grants
total in period
Payout rate
10%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 13 grants · $120K · 2024–2024
Border Tails RescueIL · FY2024$20,000
Experimental Aircraft AssociationFY2024$20,000
Austin Dress for SucessFY2024$10,000
Telecom Pioneers Charitable FundFY2024$10,000
Matthew 25 Mission INCFY2024$10,000
A Kitten Place INCFL · FY2024$10,000
Meals on Wheels Central TexasFY2024$10,000
River Otter Ecology ProjectCA · FY2024$5,000
Tahoe Rim Trail AssociationNV · FY2024$5,000
Every Library InstituteFY2024$5,000
Beyond the Baby BluesIL · FY2024$5,000
Moffitt Cancer Center FndFY2024$5,000
Friends of Sf Animal Care & ControlFY2024$5,000

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV5
Average grantPart XV$9K
Median grantPart XV$10K
Largest grantPart XV$20K
Top cause focusNTEEAnimals (23%)

Summary of the Filing

Part I · fiscal year 2020 · Form 990-PF
Revenue
$289K
FY2020
Expenses
$143K
FY2020
Total assets
$1.3M
FY2020
Total liabilities
$0
FY2020
Total revenue
$289K
Pt VIII · Ln 12
Total expenses
$143K
Pt IX · Ln 25
Net assets
$1.3M
Pt X · Ln 32
Total assetsPt II$1.3M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CStuart Foundation INC
EINHdr · item D20-3218089
Principal addressHdr · item CBrandon, FL
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MFL
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T22)
Ruling yearIRS BMFFeb 2006

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Officers, directors & key employeesPt VII · Sec ANot reported
See Stuart Foundation INC executive salaries →

Statement of Revenue

Part VIII
Investment income100%$289K
Total revenueLn 12$289K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.96 Operating & administrative $0.04
Grants & contributions paid96%$138K
Operating & administrative4%$6K
Total functional expensesLn 25$143K

Balance Sheet

Part X · end of year
CashLn 1$72K
Total assetsLn 16$1.3M
Total liabilitiesLn 26$0
Total net assetsLn 32$1.3M
Months of cash on handcomputed6.0

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $1.3M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $289K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $289K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $289K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $1.3M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $289K · Expenses $143K
+50%
Liabilities-to-Assets
Total liabilities — · Total assets $1.3M
—
Net-asset ratio
Net assets $1.3M · Total assets $1.3M
100%
People & payroll
Highest Reported Total Compensation
Individual — · Reported title — · Highest reported compensation — · Total expenses $143K
No individual compensation reported on this filing
Personnel share
not reported

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown. Peer cohort: .

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$83K revenue · ⤓ 990 PDF
FY2023$78K revenue · ⤓ 990 PDF
FY2022$-96K revenue · ⤓ 990 PDF
FY2021$242K revenue · ⤓ 990 PDF
FY2020$289K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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