J William & Helen D Stuart Foundation
The J William & Helen D Stuart Foundation is a private foundation based in Philadelphia, Pennsylvania. Its 2025 grants went to charitable organizations working in areas including health care, food assistance, education, children’s services, river conservation, and land preservation.
J William & Helen D Stuart Foundation at a glance
In short: J William & Helen D Stuart Foundation gave $297K across 14 grants in 2025 (avg $21K), mostly in Arizona. 15% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $296,816
- -11.3% vs 2024
- Grants made (2025)
- 14
- +0.0% vs 2024
- Average grant
- $21,201
- -11.3% vs 2024
- Median grant
- $15,000
- Total assets
- $5,350,014
- +1.4% vs 2024
- New grantees (estimate)
- 15% first-time grantees (2 of 13, 2025; small sample)
- Primary geography
- Arizona (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to J William & Helen D Stuart Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 1650 Market Street 1200, Philadelphia, PA 19103
Phone: (215) 575-7095
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who J William & Helen D Stuart Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was El Rio Health Foundation ($65K across 2 grants). Together the top 10 received $285K.
Grant Size Distribution
65 grants across all recorded years
The most common grant size was under $50K: 49 grants of 65 (75%).
Geographic Focus
Where this funder awards grants
The foundation’s 2025 grant dollars went to recipients in Arizona (50%), Pennsylvania (24%), the District of Columbia (17%), Maryland (5%), and New York (3%).
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
States
Cities
Is J William & Helen D Stuart Foundation open to new grantees?
15%
first-time grantees, 2025
In 2025, 2 of 13 grantees (15%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $37K; repeat grants $20K. How we count
Medians: $37K first-time, $15K repeat.
- 85% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 83% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $240K (2021) to $355K (2023). In 2025 it made 14 grants totaling $297K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Gospel Rescue Mission - Tucson Tucson, AZ | general | $50,000 |
| Mercy Health Clinic Philadelphia, PA | general | $50,000 |
| Potomac Riverkeeper Network Washington, DC | general | $50,000 |
| El Rio Health Foundation Tucson, AZ | general | $49,816 |
| Dickinson College Carlisle, PA | general | $20,000 |
| Angel Charity for Children Inc Tuscon, AZ | General | $15,000 |
| Community Food Bank of Southern Arizona Tucson, AZ | general | $15,000 |
| El Rio Health Foundation Tucson, AZ | general | $15,000 |
| Community Farm Share Poolesville, MD | Geneeral | $10,000 |
| Barnesville School Barnesville, MD | general | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,350,014 | $372,290 | $338,776 | $296,816 | 14 | $303,138 | $344,448 | $363,449 |
| 2024 | $5,278,068 | $513,172 | $363,555 | $334,500 | 14 | $339,383 | $489,000 | $346,528 |
| 2023 | $5,122,546 | $370,024 | $401,039 | $354,500 | 15 | $361,775 | $345,244 | $64,072 |
| 2022 | $5,157,501 | $783,579 | $376,423 | $340,000 | 16 | $343,113 | $759,998 | $359,564 |
| 2021 | $4,664,795 | $519,295 | $289,787 | $240,000 | 6 | — | $478,326 | $354,574 |
| 2020 | $4,430,877 | $560,580 | $360,486 | $334,000 | 26 | — | $358,614 | $286,816 |
Under IRS private-foundation payout rules, J William & Helen D Stuart Foundation reported a distributable amount of $363K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s own mission is not stated in the available information. Its grantees’ missions illustrate the kinds of organizations it supports: Potomac Riverkeeper Network works to stop pollution and restore clean water in the Potomac and Shenandoah rivers and their tributaries; Dickinson College provides a liberal arts and sciences education; and Angel Charity for Children seeks to improve the quality of life for children in its community. Lake George Land Conservancy is dedicated to preserving the natural, scenic, and recreational resources of the Lake George Basin, while Rocky Mountain Field Institute conserves and protects public lands in Southern Colorado through trail and restoration projects, environmental education, and research.
Grantmaking
In 2025, the foundation made 14 grants totaling $296,816. Individual grants ranged from $3,000 to $50,000, with a median of $15,000. Notable grants included $50,000 each to Gospel Rescue Mission in Tucson, Mercy Health Clinic in Philadelphia, and Potomac Riverkeeper Network in Washington, DC; $49,816 to El Rio Health Foundation in Tucson; and $20,000 to Dickinson College in Carlisle, Pennsylvania. Other listed 2025 grants included $15,000 each to Angel Charity for Children and Community Food Bank of Southern Arizona, and $5,000 to Lake George Land Conservancy.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Cheryl O Amick, Roberta L Stuart, William S Amick, and Bruce A Rosenfield as trustees.
J William & Helen D Stuart Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Roberta L Stuart
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
William S Amick
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Cheryl O Amick
Trustee
On filings since 2021
0.3 hrs/week
No compensation reported
Bruce A Rosenfield
Trustee
On filings since 2023
0.3 hrs/week
No compensation reported
Former officers (1)
- Former: Robert B. Stuart (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about J William & Helen D Stuart Foundation
How much does J William & Helen D Stuart Foundation give each year?
J William & Helen D Stuart Foundation gave $297K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $335K across 14 grants.
What is J William & Helen D Stuart Foundation's typical grant size?
J William & Helen D Stuart Foundation's median grant in 2025 was $15,000, and its average grant was $21,201, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from J William & Helen D Stuart Foundation that year got $37K on average.
Where does J William & Helen D Stuart Foundation give grants?
J William & Helen D Stuart Foundation gives mostly in Arizona: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Pennsylvania (24%) and District of Columbia (17%). The most frequent recipient cities were Tucson, AZ (5 grants).
Does J William & Helen D Stuart Foundation give general operating support?
Yes: 93% of J William & Helen D Stuart Foundation's 2025 grants with a stated purpose (13 of 14) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are J William & Helen D Stuart Foundation's largest grantees?
J William & Helen D Stuart Foundation's largest 2025 grantees include El Rio Health Foundation ($64,816 across 2 grants), Gospel Rescue Mission - Tucson ($50,000) and Mercy Health Clinic ($50,000), according to its 2025 IRS Form 990-PF. Together they received 56% of its itemized 2025 grant dollars.
How large is J William & Helen D Stuart Foundation?
J William & Helen D Stuart Foundation reported $5.4M in total assets on its 2025 IRS Form 990-PF. It paid out $303K in qualifying distributions that year, against a required minimum of $363K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does J William & Helen D Stuart Foundation fund?
The foundation’s own mission is not stated in the available information. See mission & focus areas ↑
How do I apply for a grant from J William & Helen D Stuart Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is J William & Helen D Stuart Foundation's EIN?
J William & Helen D Stuart Foundation's EIN (Employer Identification Number) is 23-2665110. IRS Form 990 filing data is available on this page for 2020–2025.
Does J William & Helen D Stuart Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 19, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 9, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). J William & Helen D Stuart Foundation funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/j-william-and-helen-d-stuart-foundation-morg_694989cf632a480cbe423480164d2404
BibTeX
@misc{grantable_232665110_2026,
author = {{Grantable}},
title = {{J William \& Helen D Stuart Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/j-william-and-helen-d-stuart-foundation-morg_694989cf632a480cbe423480164d2404},
note = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from J William & Helen D Stuart Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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