S J & Margaret Gordon Stuart Trust

Chicago, IL
Tax-exempt since May 1979
EIN: 75-6265346

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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.

Category: Human Services — Multipurpose and Other / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Revenue

$775k (2025)

Expenses

$619k (2025)

Total Assets

$10.2M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2011 to 2025

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 June
2025

Revenue

$774,812

Expenses

$619,134

Net Income

$155,678

Net Assets

$10,180,242

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$305,087	39.4%
Sales of Assets	$429,084	55.4%
Other Income	$40,641	5.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$540,614	87.3%
Compensation of Officers*	$104,446	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,180,242
Total Liabilities	$0
Net Assets	$10,180,242

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$104,446	$0

990-PF

Filed on Oct. 8, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$458,827

Expenses

$588,352

Net Income

-$129,525

Net Assets

$10,024,565

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$277,018	60.4%
Sales of Assets	$143,409	31.3%
Other Income	$38,400	8.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$512,544	87.1%
Compensation of Officers*	$97,021	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,024,565
Total Liabilities	$0
Net Assets	$10,024,565

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$97,021	$0

990-PF

Filed on Oct. 9, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$590,556

Expenses

$665,402

Net Income

-$74,846

Net Assets

$10,154,114

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$237,831	40.3%
Sales of Assets	$283,203	48.0%
Other Income	$69,522	11.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$583,311	87.7%
Compensation of Officers*	$91,400	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,154,114
Total Liabilities	$0
Net Assets	$10,154,114

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$91,400	$0

990-PF

Filed on Nov. 3, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$924,405

Expenses

$640,655

Net Income

$283,750

Net Assets

$10,228,845

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$254,691	27.6%
Sales of Assets	$570,569	61.7%
Other Income	$99,145	10.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$551,816	86.1%
Compensation of Officers*	$104,698	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,228,845
Total Liabilities	$0
Net Assets	$10,228,845

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$104,698	$0

990-PF

Filed on Feb. 6, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$617,113

Expenses

$570,693

Net Income

$46,420

Net Assets

$9,945,465

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$198,930	32.2%
Sales of Assets	$400,277	64.9%
Other Income	$17,906	2.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$478,465	83.8%
Compensation of Officers*	$107,898	18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,945,466
Total Liabilities	$1
Net Assets	$9,945,465

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$107,898	$0

990-PF

Filed on Nov. 2, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2020

Revenue

$847,573

Expenses

$546,729

Net Income

$300,844

Net Assets

$9,899,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$234,497	27.7%
Sales of Assets	$574,187	67.7%
Other Income	$38,889	4.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$475,718	87.0%
Compensation of Officers*	$89,941	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,899,048
Total Liabilities	$1
Net Assets	$9,899,047

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$89,941	$0

990-PF

Filed on Nov. 3, 2020

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2019

Revenue

$351,050

Expenses

$299,706

Net Income

$51,344

Net Assets

$9,598,750

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$195,403	55.7%
Sales of Assets	$83,288	23.7%
Other Income	$72,359	20.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$237,739	79.3%
Compensation of Officers*	$78,395	26.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,598,751
Total Liabilities	$1
Net Assets	$9,598,750

Compensation

Key Employees and Officers	Compensation	Other
Jpmorgan Chase Bank Na (Trustee)	$78,395	$0

990-PF

Filed on March 9, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$759,584

Expenses

$752,582

Net Income

$7,002

Net Assets

$9,547,389

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$251,370	33.1%
Sales of Assets	$459,623	60.5%
Other Income	$48,591	6.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$583,419	77.5%
Compensation of Officers*	$73,311	9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,547,389
Total Liabilities	$0
Net Assets	$9,547,389

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$73,311	$0

990-PF

Filed on Nov. 1, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
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 June
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 June
2015

Revenue

$532,838

Expenses

$968,519

Net Income

-$435,681

Net Assets

$3,593,234

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$93,932	17.6%
Sales of Assets	$160,949	30.2%
Other Income	$277,957	52.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$742,973	76.7%
Compensation of Officers*	$231,971	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,593,234
Total Liabilities	$0
Net Assets	$3,593,234

990-PF

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

PDF

Fiscal Year Ending June
2014

Revenue

$452,226

Expenses

$889,900

Net Income

-$437,674

Net Assets

$4,037,033

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,745	13.9%
Sales of Assets	$104,827	23.2%
Other Income	$284,654	62.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$670,024	75.3%
Compensation of Officers*	$216,400	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,037,033
Total Liabilities	$0
Net Assets	$4,037,033

990-PF

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

PDF

Fiscal Year Ending June
2013

Revenue

$517,012

Expenses

$817,144

Net Income

-$300,132

Net Assets

$4,410,032

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,897	12.2%
Sales of Assets	$186,470	36.1%
Other Income	$199,632	38.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$652,051	79.8%
Compensation of Officers*	$144,508	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,410,032
Total Liabilities	$0
Net Assets	$4,410,032

990-PF

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

PDF

Fiscal Year Ending June
2012

Revenue

$405,510

Expenses

$943,698

Net Income

-$538,188

Net Assets

$4,683,677

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$97,519	24.0%
Sales of Assets	$9,626	2.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$719,414	76.2%
Compensation of Officers*	$149,726	15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,683,677
Total Liabilities	$0
Net Assets	$4,683,677

990-PF

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

PDF

Fiscal Year Ending June
2011

Revenue

$656,052

Expenses

$926,403

Net Income

-$270,351

Net Assets

$5,217,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$64	0.0%
Dividends	$132,055	20.1%
Sales of Assets	$176,309	26.9%
Other Income	$319,705	48.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$714,459	77.1%
Compensation of Officers*	$48,368	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,217,273
Total Liabilities	$0
Net Assets	$5,217,273

990-PF

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

PDF

Fiscal Year Ending June
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

Primary tax return for a nonprofit’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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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S J & Margaret Gordon Stuart Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $775k (2025)

Expenses $619k (2025)

Total Assets $10.2M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$775k (2025)

Expenses

$619k (2025)

Total Assets

$10.2M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002