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 2021 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.
Key facts about S J & Margaret Gordon Stuart Trust
- EIN
- 75-6265346
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $500,624
- Grants made (2025)
- 2
- Average grant
- $250,312
- Median grant
- $250,312
- Total assets
- $10,180,242
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated April 2026.
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.
Next steps with S J & Margaret Gordon Stuart Trust
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$10.2M
+1.6% YoY
Annual Giving
$501K
+5.4% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$250K
+5.4% YoY
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.
About S J & Margaret Gordon Stuart Trust
Based on IRS filings
S J & Margaret Gordon Stuart Trust is a private foundation focused on Human Services, based in Chicago, IL. IRS filing data is available from 2021 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.
Focus Areas
Ready to take the next step with S J & Margaret Gordon Stuart Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $10,180,242 | $10,024,565 | $10,154,114 |
| Revenue | $774,812 | $458,827 | $590,556 |
| Expenses | $619,134 | $588,352 | $665,402 |
| Qualifying Distributions | $540,614 | $512,544 | $583,311 |
| Net Investment Income | $703,548 | $386,183 | $520,212 |
| Distributable Amount | $581,121 | $538,354 | $510,236 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Presbyterian Children's Homes ($250,312), Cal Farley's Boys Ranch ($250,312).
| Recipient | Purpose | Amount |
|---|---|---|
| PRESBYTERIAN CHILDREN'S HOMES Austin, TX | GENERAL | $250,312 |
| CAL FARLEY'S BOYS RANCH Amarillo, TX | GENERAL | $250,312 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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.
How large is S J & Margaret Gordon Stuart Trust?
As of 2025, S J & Margaret Gordon Stuart Trust holds $10.2M in total assets with $775K in annual revenue. It awarded 2 grants totaling $501K in 2025.
Where does S J & Margaret Gordon Stuart Trust operate?
S J & Margaret Gordon Stuart Trust has awarded grants in Texas.
What size grants does S J & Margaret Gordon Stuart Trust award?
In 2025, S J & Margaret Gordon Stuart Trust awarded 2 grants totaling $501K — an average of about $250K per grant, based on its IRS Form 990 filings.
How much is S J & Margaret Gordon Stuart Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, S J & Margaret Gordon Stuart Trust reported a distributable amount of $581K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.