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 2025. As of 2025, the organization holds $347K in total assets. In 2025, it awarded 2 grants totaling $7K. Net investment income was $20K.
Orval and Susie Stewart Foundation at a glance
In short: Orval and Susie Stewart Foundation gave $7K across 2 grants in 2025 (avg $4K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,000
- -58.8% vs 2024
- Grants made (2025)
- 2
- -33.3% vs 2024
- Average grant
- $3,500
- -38.2% vs 2024
- Median grant
- $3,500
- Total assets
- $347,119
- +1.4% vs 2024
- Primary geography
- California (79% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Orval and Susie Stewart Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was John Tracy Clinic ($6K). Together the top 2 received $7K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 16 grants of 16 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Orval and Susie Stewart Foundation gives
- Giving fell 64% from 2022 to 2025. Method
- In 2025 it paid out 37% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $7K (2025) to $19K (2022). In 2025 it made 2 grants totaling $7K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| John Tracy Clinic Los Angeles, CA | Charitable Gift | $5,500 |
| No Limits Wales, ME | Charitable Gifts. | $1,500 |
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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 | $347,119 | $19,873 | $13,920 | $7,000 | 2 | $7,000 | $19,873 | $18,921 |
| 2024 | $342,466 | $19,190 | $25,206 | $16,995 | 3 | $16,995 | $19,190 | $16,424 |
| 2023 | $358,755 | $5,355 | $25,820 | $18,573 | 4 | $18,573 | $14,297 | $17,130 |
| 2022 | $370,647 | $40,574 | $27,637 | $19,452 | 4 | $19,452 | $40,574 | $18,565 |
| 2021 | $347,710 | $29,002 | $26,048 | $17,100 | 3 | — | $29,002 | $19,248 |
Under IRS private-foundation payout rules, Orval and Susie Stewart Foundation reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Orval and Susie Stewart Foundation is led by Susan Stewart Betts, President on every filing since 2021; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Susan Stewart Betts
President
On filings since 2021
1 hr/week
No compensation reported
Jennifer Demmon
CFO & Secretary
On filings since 2023
1 hr/week
No compensation reported
Former officers (2)
- Former: Michael Stewart (2021–2022) — Secretary
- Former: Stanton W. Betts (2021–2022) — CFO
Data from IRS Form 990 filings, 2021–2025. "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 Orval and Susie Stewart Foundation
How much does Orval and Susie Stewart Foundation give each year?
Orval and Susie Stewart Foundation gave $7K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 3 grants.
How large is Orval and Susie Stewart Foundation?
Orval and Susie Stewart Foundation reported $347K in total assets on its 2025 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $19K (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.
Where does Orval and Susie Stewart Foundation operate?
Orval and Susie Stewart Foundation has awarded grants in California, Maine.
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 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 11, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS July 22, 2026)
- IRS filings on file for fiscal years 2021–2025
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