Stewart Jones Charitable Trust is a private foundation focused on Human Services, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 4 grants totaling $90K. Net investment income was $111K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.3M
-0.0% YoY
Annual Giving
$90K
-9.8% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$22K
-9.8% YoY
Under IRS private-foundation payout rules, Stewart Jones Charitable Trust reported a distributable amount of $123K for 2024 — the minimum it must pay out in qualifying distributions.
About Stewart Jones Charitable Trust
Based on IRS filings
Stewart Jones Charitable Trust is a private foundation focused on Human Services, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 4 grants totaling $90K. Net investment income was $111K.
Focus Areas
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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 | $2,331,091 | $2,331,884 | $1,980,919 |
| Revenue | $121,764 | $479,792 | $20,886 |
| Expenses | $123,723 | $128,185 | $91,832 |
| Qualifying Distributions | $101,041 | $113,522 | $72,072 |
| Net Investment Income | $111,139 | $463,752 | $29,206 |
| Distributable Amount | $122,736 | $108,351 | $115,825 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Mary Washington Fdn ($43,000), Embry-riddle Aeronautical University ($25,546), The George Washington Fdn ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| EMBRY-RIDDLE AERONAUTICAL UNIVERSITY DAYTONA BEACH, FL | GENERAL OPERATING | $25,546 |
| THE GEORGE WASHINGTON FDN FREDERICKSBURG, VA | GENERAL OPERATING | $15,000 |
| WASHINGTON HERITAGE MUSEUM FREDERICKSBURG, VA | GENERAL OPERATING | $6,184 |
| UNIVERSITY OF MARY WASHINGTON FDN FALMOUTH, VA | GENERAL OPERATING | $43,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 2 | $19,622 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 2024.
How large is Stewart Jones Charitable Trust?
As of 2024, Stewart Jones Charitable Trust holds $2.3M in total assets with $122K in annual revenue. It awarded 4 grants totaling $90K in 2024.
Where does Stewart Jones Charitable Trust operate?
Stewart Jones Charitable Trust has awarded grants in Florida, New Jersey, Virginia.
What size grants does Stewart Jones Charitable Trust award?
In 2024, Stewart Jones Charitable Trust awarded 4 grants totaling $90K — an average of about $22K per grant, based on its IRS Form 990 filings.
How much is Stewart Jones Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Stewart Jones Charitable Trust reported a distributable amount of $123K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Stewart Jones Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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