Stewart Jones Charitable Trust
Stewart Jones Charitable Trust is a private foundation focused on Human Services, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.3M in total assets. In 2025, it awarded 4 grants totaling $103K. Net investment income was $125K.
Stewart Jones Charitable Trust at a glance
In short: Stewart Jones Charitable Trust gave $103K across 4 grants in 2025 (avg $26K), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $103,000
- +14.8% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $25,750
- +14.8% vs 2024
- Median grant
- $22,500
- Total assets
- $2,345,899
- +0.6% vs 2024
- Primary geography
- Virginia (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 Stewart Jones Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was University of Mary Washington Foundation ($48K). Together the top 4 received $103K.
Grant Size Distribution
18 grants across all recorded years
The most common grant size was under $50K: 16 grants of 18 (89%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Stewart Jones Charitable Trust gives
- Giving grew 87% from 2022 to 2025. Method
- In 2025 it paid out 89% 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 $55K (2022) to $127K (2020). In 2025 it made 4 grants totaling $103K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Mary Washington Foundation Fredericksburg, VA | General Operating | $48,000 |
| The George Washington Foundation Fredericksburg, VA | General Operating | $25,000 |
| University of Mary Washington Museums Falmouth, VA | General Operating | $20,000 |
| George Mason University Fairfax, VA | General Operating | $10,000 |
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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 | $2,345,899 | $138,478 | $123,405 | $103,000 | 4 | $113,685 | $124,985 | $127,343 |
| 2024 | $2,331,091 | $121,764 | $123,723 | $89,730 | 4 | $101,041 | $111,139 | $122,736 |
| 2023 | $2,331,884 | $479,792 | $128,185 | $99,500 | 4 | $113,522 | $463,752 | $108,351 |
| 2022 | $1,980,919 | $20,886 | $91,832 | $55,000 | 2 | $72,072 | $29,206 | $115,825 |
| 2021 | $2,052,030 | $156,978 | $157,109 | $117,500 | 4 | $135,829 | $137,899 | $126,627 |
| 2020 | $2,052,252 | $100,309 | $184,879 | $127,000 | 6 | — | $72,040 | $115,325 |
| 2019 | $2,100,282 | $108,700 | $160,985 | $107,500 | 7 | — | $9,243 | $119,070 |
Under IRS private-foundation payout rules, Stewart Jones Charitable Trust reported a distributable amount of $127K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Stewart Jones Charitable Trust's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
2 hrs/week
$37K (2021) → $18K (2025)
Former officers (2)
- Former: Branch Banking & Trust Company (2020) — Trustee
- Former: Russell H. Roberts (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 $18K, to Truist Bank (Trustee).
Frequently asked questions about Stewart Jones Charitable Trust
How much does Stewart Jones Charitable Trust give each year?
Stewart Jones Charitable Trust gave $103K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $90K across 4 grants.
What is Stewart Jones Charitable Trust's typical grant size?
Stewart Jones Charitable Trust's median grant in 2025 was $22,500, and its average grant was $25,750, across 4 grants on its 2025 IRS Form 990-PF.
Where does Stewart Jones Charitable Trust give grants?
Stewart Jones Charitable Trust gives mostly in Virginia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fredericksburg, VA (2 grants).
Does Stewart Jones Charitable Trust give general operating support?
Yes: 100% of Stewart Jones Charitable Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Stewart Jones Charitable Trust?
Stewart Jones Charitable Trust reported $2.3M in total assets on its 2025 IRS Form 990-PF. It paid out $114K in qualifying distributions that year, against a required minimum of $127K (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 Stewart Jones Charitable Trust?
Stewart Jones Charitable Trust is a private foundation focused on Human Services, based in Orlando, FL. It holds $2.3M in total assets as of 2025.
What is Stewart Jones Charitable Trust's EIN?
Stewart Jones Charitable Trust's EIN (Employer Identification Number) is 26-6872060. 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
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 2, 2021)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Stewart Jones Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Stewart Jones Charitable Trust funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/stewart-jones-charitable-trust-morg_8aca5d8bb64c4dcba6faaef1802e541e
BibTeX
@misc{grantable_266872060_2026,
author = {{Grantable}},
title = {{Stewart Jones Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/stewart-jones-charitable-trust-morg_8aca5d8bb64c4dcba6faaef1802e541e},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Stewart Jones Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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