J William & Helen D Stuart Foundation
The J William & Helen D Stuart Foundation is a private foundation based in Philadelphia, Pennsylvania, established in 1992. As a 501(c)(3) organization, it operates as a grantmaking foundation focused on supporting humanitarian and charitable causes across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.3M
+3.0% YoY
Annual Giving
$335K
-5.6% YoY
Grant Count
14
-6.7% YoY
Avg Grant Size
$24K
+1.1% YoY
Under IRS private-foundation payout rules, J William & Helen D Stuart Foundation reported a distributable amount of $347K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation primarily funds humanitarian efforts, medical research, education, youth development, land preservation, charitable services, oceanography conservation, music education, and medical assistance.
Grantmaking
The foundation demonstrates consistent grantmaking activity with recent grants including:
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking extends across multiple states, with primary activity in Arizona, New York, and Pennsylvania.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year Ending November 2024:
- Total Assets: $5,278,068
- Total Revenues: $513,172
- Total Expenses: $363,555
- Total Liabilities: $0
As of Fiscal Year Ending November 2023:
- Total Assets: $5,122,546
- Total Revenues: $370,000
- Total Expenses: $401,000
The foundation maintains a healthy financial position with no outstanding liabilities.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,278,068 | $5,122,546 | $5,157,501 |
| Revenue | $513,172 | $370,024 | $783,579 |
| Expenses | $363,555 | $401,039 | $376,423 |
| Qualifying Distributions | $339,383 | $361,775 | $343,113 |
| Net Investment Income | $489,000 | $345,244 | $759,998 |
| Distributable Amount | $346,528 | $64,072 | $359,564 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
77 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include El Rio Foundation ($50,000), Gospel Rescue Mission - Tucson ($50,000), Mercy Health Clinic ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BARNESVILLE SCHOOL barnesville, MD | general | $5,000 |
| COMMUNITY FOOD BANK OF SOUTHERN ARIZONA tucson, AZ | general | $15,000 |
| DICKINSON COLLEGE carlisle, PA | general | $20,000 |
| EL RIO FOUNDATION Tucson, AZ | general | $50,000 |
| GOSPEL RESCUE MISSION - TUCSON Tucson, AZ | general | $50,000 |
| INTERFAITH COMMUNITY SERVICES IN PIMA COUNTY tucson, AZ | general | $5,000 |
| LAKE GEORGE ASSOCIATION lake george, NY | general | $4,000 |
| LAKE GEORGE LAND CONSERVANCY bolton landing, NY | general | $5,000 |
| MERCY HEALTH CLINIC Philadelphia, PA | general | $50,000 |
| MOTE MARINE LABORATORY & AQUARIUM Sarasota, FL | general | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Cheryl O Amick | Trustee | 0.25 | — |
| Roberta L Stuart | Trustee | 0.25 | — |
| William S Amick | Trustee | 0.25 | — |
| Bruce A Rosenfield | Trustee | 0.25 | — |
Frequently Asked Questions
What does J William & Helen D Stuart Foundation fund?
The foundation primarily funds humanitarian efforts, medical research, education, youth development, land preservation, charitable services, oceanography conservation, music education, and medical assistance.
How do I apply for a grant from J William & Helen D Stuart Foundation?
The foundation demonstrates consistent grantmaking activity with recent grants including: • Potomac Riverkeeper Network: $50,000 (2024) • El Rio Foundation: $50,000 (2024) • Mote Marine Laboratory and Aquarium: $50,000 (2024) **Grant Characteristics:** • Typical award range: $1,000–$70,000 • Made 26 grants in the most recent reporting year • Average and median grant amounts vary by year
Where does J William & Helen D Stuart Foundation make grants?
The foundation's grantmaking extends across multiple states, with primary activity in Arizona, New York, and Pennsylvania.
What size grants does J William & Helen D Stuart Foundation award?
In 2024, J William & Helen D Stuart Foundation awarded 14 grants totaling $335K — an average of about $24K per grant, based on its IRS Form 990 filings.
How much is J William & Helen D Stuart Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, J William & Helen D Stuart Foundation reported a distributable amount of $347K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in J William & Helen D Stuart Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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