S J & Margaret Gordon Stuart Trust
S J & Margaret Gordon Stuart Trust is a private foundation focused on Human Services, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $10.2M in total assets. In 2025, it awarded 2 grants totaling $501K. Net investment income was $704K.
S J & Margaret Gordon Stuart Trust at a glance
In short: S J & Margaret Gordon Stuart Trust gave $501K across 2 grants in 2025 (avg $250K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $500,624
- +5.4% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $250,312
- +5.4% vs 2024
- Median grant
- $250,312
- Total assets
- $10,180,242
- +1.6% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who S J & Margaret Gordon Stuart Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Presbyterian Children's Homes ($250K). Together the top 2 received $501K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $250–500K range: 6 grants of 10 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How S J & Margaret Gordon Stuart Trust gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 93% 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 2019 to 2025, annual grant giving ranged from $206K (2019) to $548K (2023). In 2025 it made 2 grants totaling $501K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Presbyterian Children's Homes Austin, TX | General | $250,312 |
| Cal Farley's Boys Ranch Amarillo, TX | General | $250,312 |
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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 | $10,180,242 | $774,812 | $619,134 | $500,624 | 2 | $540,614 | $703,548 | $581,121 |
| 2024 | $10,024,565 | $458,827 | $588,352 | $474,814 | 2 | $512,544 | $386,183 | $538,354 |
| 2023 | $10,154,114 | $590,556 | $665,402 | $547,888 | 2 | $583,311 | $520,212 | $510,236 |
| 2022 | $10,228,845 | $924,405 | $640,655 | $512,230 | 2 | $551,816 | $842,816 | $587,474 |
| 2021 | $9,945,466 | $617,113 | $570,693 | $436,832 | 2 | — | $540,626 | $553,863 |
| 2019 | $9,598,751 | $351,050 | $299,706 | $206,088 | 2 | — | $274,139 | $469,892 |
Under IRS private-foundation payout rules, S J & Margaret Gordon Stuart Trust reported a distributable amount of $581K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
S J & Margaret Gordon Stuart Trust's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2021
3 hrs/week
$108K (2021) → $104K (2025)
Former officers (1)
- Former: Jpmorgan Chase Bank NA (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $104K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about S J & Margaret Gordon Stuart Trust
How much does S J & Margaret Gordon Stuart Trust give each year?
S J & Margaret Gordon Stuart Trust gave $501K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $475K across 2 grants.
How large is S J & Margaret Gordon Stuart Trust?
S J & Margaret Gordon Stuart Trust reported $10.2M in total assets on its 2025 IRS Form 990-PF. It paid out $541K in qualifying distributions that year, against a required minimum of $581K (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 is S J & Margaret Gordon Stuart Trust?
S J & Margaret Gordon Stuart Trust is a private foundation focused on Human Services, based in Chicago, IL. It holds $10.2M in total assets as of 2025.
Where does S J & Margaret Gordon Stuart Trust operate?
S J & Margaret Gordon Stuart Trust has awarded grants in Texas.
What is S J & Margaret Gordon Stuart Trust's EIN?
S J & Margaret Gordon Stuart Trust's EIN (Employer Identification Number) is 75-6265346. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 9, 2020)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work S J & Margaret Gordon Stuart Trust funds
Human Services Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in S J & Margaret Gordon Stuart Trust's focus areas in our free grants database
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