J William & Helen D Stuart Foundation

Private foundation · Grantmaker Philadelphia, PA EIN: 23-2665110

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.

Key facts about J William & Helen D Stuart Foundation

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.

EIN
23-2665110
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$296,816
Grants made (2025)
14
Average grant
$21,201
Median grant
$15,000
New grantees (estimate)
15% first-time grantees (2 of 13, 2025)
Total assets
$5,350,014
Primary geography
Arizona (50% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$5.4M

+1.4% YoY

Annual Giving

$297K

-11.3% YoY

Grant Count

14

+0.0% YoY

Avg Grant Size

$21K

-11.3% YoY

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.

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. 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.

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.

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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

11states

Share of all 14 itemized 2025 grant dollars.

Cities

TucsonPhiladelphiaTusconWashingtonBarnesvilleBolton LandingLake GeorgeSarasotaCarlisleColorado SpringsTiconderogaPotomacRoachdaleBethesdaCapitolaCarisleFederal WayIthacaJohnstownNorth Bethesda

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K26 grants20206 grants202116 grants202215 grants202314 grants202414 grants2025

From 2020 to 2025, annual grant giving ranged from $240K (2021) to $355K (2023). In 2025 it made 14 grants totaling $297K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

El Rio Health Foundation: $65K across 2 grantsEl Rio Health Foundation$65K · 2 grantsGospel Rescue Mission - Tucson: $50KGospel Rescue Mission - Tucson$50KMercy Health Clinic: $50KMercy Health Clinic$50KPotomac Riverkeeper Network: $50KPotomac Riverkeeper Network$50KDickinson College: $20KDickinson College$20KAngel Charity for Children Inc: $15KAngel Charity for Children Inc$15KCommunity Food Bank of Southern Arizona: $15KCommunity Food Bank ofSouthern Arizona$15KCommunity Farm Share: $10KCommunity Farm Share$10KBarnesville School: $5KBarnesville School$5KInterfaith Community Services in Pima County: $5KInterfaith Community Servicesin Pima County$5K

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

49<$50K16$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 49 grants of 65 (75%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Gospel Rescue Mission - Tucson Tucson, AZgeneral$50,000
Mercy Health Clinic Philadelphia, PAgeneral$50,000
Potomac Riverkeeper Network Washington, DCgeneral$50,000
El Rio Health Foundation Tucson, AZgeneral$49,816
Dickinson College Carlisle, PAgeneral$20,000
Angel Charity for Children Inc Tuscon, AZGeneral$15,000
Community Food Bank of Southern Arizona Tucson, AZgeneral$15,000
El Rio Health Foundation Tucson, AZgeneral$15,000
Community Farm Share Poolesville, MDGeneeral$10,000
Barnesville School Barnesville, MDgeneral$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Grant total Number of grants
2025 $296,816 14
2024 $334,500 14
2023 $354,500 15
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M202020212022202320242025
Metric202520242023
Total Assets$5,350,014$5,278,068$5,122,546
Revenue$372,290$513,172$370,024
Expenses$338,776$363,555$401,039
Qualifying Distributions$303,138$339,383$361,775
Net Investment Income$344,448$489,000$345,244
Distributable Amount$363,449$346,528$64,072

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 19, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 17, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 9, 2026)
  7. IRS filings on file for fiscal years 2020–2025

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.

Contact

Mailing address: 1650 Market Street 1200, Philadelphia, PA 19103
Phone: (215) 575-7095

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).

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.

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