Orval and Susie Stewart Foundation
Orval and Susie Stewart Foundation is a private foundation, based in SAN DIEGO, CA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $342K in total assets. In 2024, it awarded 3 grants totaling $17K. Net investment income was $19K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$342K
-4.5% YoY
Annual Giving
$17K
-8.5% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$6K
+22.0% YoY
Under IRS private-foundation payout rules, Orval and Susie Stewart Foundation reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.
About Orval and Susie Stewart Foundation
Based on IRS filings
Orval and Susie Stewart Foundation is a private foundation, based in SAN DIEGO, CA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $342K in total assets. In 2024, it awarded 3 grants totaling $17K. Net investment income was $19K.
Ready to take the next step with Orval and Susie Stewart Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $342,466 | $358,755 | $370,647 |
| Revenue | $19,190 | $5,355 | $40,574 |
| Expenses | $25,206 | $25,820 | $27,637 |
| Qualifying Distributions | $16,995 | $18,573 | $19,452 |
| Net Investment Income | $19,190 | $14,297 | $40,574 |
| Distributable Amount | $16,424 | $17,130 | $18,565 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
14 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Surf Turf Therapy ($8,300), John Tracy Clinic ($4,795), No Limits ($3,900).
| Recipient | Purpose | Amount |
|---|---|---|
| John Tracy Clinic Los Angeles, CA | Charitable Gift | $4,795 |
| Surf Turf Therapy San Juan Capistrano, CA | Charitable Gift | $8,300 |
| No Limits Wales, ME | Charitable Gifts. | $3,900 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SUSAN STEWART BETTS | President | 1 | — |
| JENNIFER DEMMON | CFO | 1 | — |
| JENNIFER DEMMON | Secretary | 1 | — |
Frequently Asked Questions
How large is Orval and Susie Stewart Foundation?
As of 2024, Orval and Susie Stewart Foundation holds $342K in total assets with $19K in annual revenue. It awarded 3 grants totaling $17K in 2024.
Where does Orval and Susie Stewart Foundation operate?
Orval and Susie Stewart Foundation has awarded grants in California, Maine.
What size grants does Orval and Susie Stewart Foundation award?
In 2024, Orval and Susie Stewart Foundation awarded 3 grants totaling $17K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Orval and Susie Stewart Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Orval and Susie Stewart Foundation reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Orval and Susie Stewart Foundation's EIN?
Orval and Susie Stewart Foundation's EIN (Employer Identification Number) is 33-0171627. IRS Form 990 filing data is available on this page for 2021–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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