Stuart Family Charitable Trust
Stuart Family Charitable Trust is a private foundation, based in Rancho Santa Fe, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $646K in total assets. In 2025, it awarded 2 grants totaling $42K. Net investment income was $26K.
Stuart Family Charitable Trust at a glance
In short: Stuart Family Charitable Trust gave $42K across 2 grants in 2025 (avg $21K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $41,500
- -47.1% vs 2024
- Grants made (2025)
- 2
- -66.7% vs 2024
- Average grant
- $20,750
- +58.6% vs 2024
- Median grant
- $20,750
- Total assets
- $645,900
- -5.3% vs 2024
- Primary geography
- California (100% 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 Stuart Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Curebound ($37K). Together the top 2 received $42K.
Grant Size Distribution
22 grants across all recorded years
The most common grant size was under $50K: 21 grants of 22 (95%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Stuart Family Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−6%). 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 2020 to 2025, annual grant giving ranged from $18K (2020) to $79K (2024). In 2025 it made 2 grants totaling $42K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Curebound San Diego, CA | General | $36,500 |
| Feeding San Diego San Diego, CA | General | $5,000 |
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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 | $645,900 | $20,639 | $57,098 | $41,500 | 2 | $46,773 | $25,574 | $52,568 |
| 2024 | $682,359 | $247,937 | $88,052 | $78,500 | 6 | $83,276 | $240,986 | $47,488 |
| 2023 | $522,474 | $41,655 | $41,402 | $33,500 | 4 | $37,575 | $33,303 | $43,691 |
| 2022 | $522,221 | $24,194 | $52,383 | $44,000 | 7 | $47,568 | $16,363 | $44,739 |
| 2021 | $550,410 | $57,970 | $44,853 | $37,500 | 3 | $40,682 | $50,509 | $48,176 |
| 2020 | $537,293 | $39,805 | $25,377 | $18,000 | 5 | — | $33,233 | $40,008 |
Under IRS private-foundation payout rules, Stuart Family Charitable Trust reported a distributable amount of $53K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Stuart Family Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Candace P. Stuart
Trustee
On filings since 2020
1 hr/week
No compensation reported
James M. Stuart
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Stuart Family Charitable Trust
How much does Stuart Family Charitable Trust give each year?
Stuart Family Charitable Trust gave $42K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $79K across 6 grants.
How large is Stuart Family Charitable Trust?
Stuart Family Charitable Trust reported $646K in total assets on its 2025 IRS Form 990-PF. It paid out $47K in qualifying distributions that year, against a required minimum of $53K (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 Stuart Family Charitable Trust operate?
Stuart Family Charitable Trust has awarded grants in California, Missouri, Nevada, New York, Texas, Virginia, Washington.
What is Stuart Family Charitable Trust's EIN?
Stuart Family Charitable Trust's EIN (Employer Identification Number) is 26-6160713. IRS Form 990 filing data is available on this page for 2020–2025.
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 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 20, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
Live grants for the work Stuart Family Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Stuart Family Charitable Trust's focus areas in our free grants database
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