J William & Helen D Stuart Foundation

Philadelphia, PA
Tax-exempt since Jan. 1992
EIN: 23-2665110

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$513k (2024)

Expenses

$364k (2024)

Total Assets

$5.28M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2024

Revenue

$513,172

Expenses

$363,555

Net Income

$149,617

Net Assets

$5,278,068

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$156,713	30.5%
Sales of Assets	$356,459	69.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$339,383	93.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,278,068
Total Liabilities	$0
Net Assets	$5,278,068

Compensation

Key Employees and Officers	Compensation	Other
Cheryl O Amick (Trustee)	$0	$0
Roberta L Stuart (Trustee)	$0	$0
William S Amick (Trustee)	$0	$0
Bruce A Rosenfield (Trustee)	$0	$0

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990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2023

Revenue

$370,024

Expenses

$401,039

Net Income

-$31,015

Net Assets

$5,122,546

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,607	14.8%
Sales of Assets	$315,417	85.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$361,775	90.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,122,546
Total Liabilities	$0
Net Assets	$5,122,546

Compensation

Key Employees and Officers	Compensation	Other
Cheryl O Amick (Trustee)	$0	$0
Roberta L Stuart (Trustee)	$0	$0
William S Amick (Trustee)	$0	$0
Bruce A Rosenfield (Trustee)	$0	$0

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990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2022

Revenue

$783,579

Expenses

$376,423

Net Income

$407,156

Net Assets

$5,157,501

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,448	7.1%
Sales of Assets	$728,131	92.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$343,113	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,157,501
Total Liabilities	$0
Net Assets	$5,157,501

Compensation

Key Employees and Officers	Compensation	Other
Cheryl O Amick (Trustee)	$0	$0
Roberta L Stuart (Trustee)	$0	$0
William S Amick (Trustee)	$0	$0

990-PF

Filed on April 17, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$519,295

Expenses

$289,787

Net Income

$229,508

Net Assets

$4,664,795

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$105,170	20.3%
Sales of Assets	$414,125	79.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$248,272	85.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,664,795
Total Liabilities	$0
Net Assets	$4,664,795

Compensation

Key Employees and Officers	Compensation	Other
Cheryl O Amick (Trustee)	$0	$0
Roberta L Stuart (Trustee)	$0	$0
William S Amick (Trustee)	$0	$0

990-PF

Filed on March 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2020

Revenue

$560,580

Expenses

$360,486

Net Income

$200,094

Net Assets

$4,430,876

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$185,021	33.0%
Interest Revenue	$2,520	0.4%
Dividends	$104,971	18.7%
Sales of Assets	$268,068	47.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$337,000	93.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,430,877
Total Liabilities	$1
Net Assets	$4,430,876

Compensation

Key Employees and Officers	Compensation	Other
Robert B Stuart (Trustee)	$0	$0
Roberta L Stuart (Trustee)	$0	$0
William S Amick (Trustee)	$0	$0

990-PF

Filed on March 20, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2019

Revenue

$676,354

Expenses

$315,583

Net Income

$360,771

Net Assets

$4,297,198

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,273	1.4%
Dividends	$131,914	19.5%
Sales of Assets	$534,557	79.0%
Other Income	$610	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$291,322	92.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,297,198
Total Liabilities	$0
Net Assets	$4,297,198

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2015

Revenue

$259,803

Expenses

$265,450

Net Income

-$5,647

Net Assets

$3,754,404

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$419	0.2%
Dividends	$97,381	37.5%
Sales of Assets	$164,242	63.2%
Other Income	-$2,239

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$247,333	93.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,754,404
Total Liabilities	$0
Net Assets	$3,754,404

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2014

Revenue

$425,662

Expenses

$239,738

Net Income

$185,924

Net Assets

$3,755,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,633	0.4%
Dividends	$88,759	20.9%
Sales of Assets	$335,517	78.8%
Other Income	-$247

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$206,900	86.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,755,418
Total Liabilities	$0
Net Assets	$3,755,418

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2013

Revenue

$1,123,897

Expenses

$223,123

Net Income

$900,774

Net Assets

$3,575,046

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$107,278	9.5%
Sales of Assets	$1,016,674	90.5%
Other Income	-$55

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$192,445	86.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,575,046
Total Liabilities	$0
Net Assets	$3,575,046

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2012

Revenue

$697,678

Expenses

$200,208

Net Income

$497,470

Net Assets

$2,571,678

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$117,463	16.8%
Sales of Assets	$580,525	83.2%
Other Income	-$310

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,353	92.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,571,678
Total Liabilities	$0
Net Assets	$2,571,678

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Revenue

$372,172

Expenses

$182,243

Net Income

$189,929

Net Assets

$1,970,379

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,375	0.4%
Interest Revenue	$6	0.0%
Dividends	$112,882	30.3%
Sales of Assets	$257,697	69.2%
Other Income	$212	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,575	90.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,970,379
Total Liabilities	$0
Net Assets	$1,970,379

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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Updated January 26, 2026

J William & Helen D Stuart Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $513k (2024)

Expenses $364k (2024)

Total Assets $5.28M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$513k (2024)

Expenses

$364k (2024)

Total Assets

$5.28M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001