Stuart Family Foundation
The Stuart Family Foundation is a private foundation based in Tulsa, Oklahoma, designated as a 501(c)(3) organization. Established in 1969, the foundation has been tax-exempt since August 1971. It operates as a family foundation with a focus on grantmaking to charitable organizations.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$20.6M
-3.4% YoY
Annual Giving
$1.1M
-14.9% YoY
Grant Count
43
+38.7% YoY
Avg Grant Size
$25K
-38.7% YoY
Under IRS private-foundation payout rules, Stuart Family Foundation reported a distributable amount of $1.3M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's grantmaking priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
The foundation primarily directs funding toward organizations in Oklahoma, Maryland, and California.
Grantmaking
The foundation made 33 grants in 2024, including:
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Geographic Focus
Where this funder awards grants
Primary funding regions include Oklahoma, Maryland, and California, with a concentration of grantmaking activity in Oklahoma and the Tulsa area.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $20,625,569
- Total Revenues: $879,792
- Total Expenses: $1,659,501
- Investment Income and Dividends: $635,923
- Net Gain from Sale of Non-Inventory Assets: $232,202
As of 2023:
- Total Assets: $21.3 million
- Total Revenues: $545,463
- Total Expenses: $1.79 million
The foundation's revenue is primarily derived from investment income and capital gains rather than contributions.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $20,625,569 | $21,347,427 | $22,674,643 |
| Revenue | $879,792 | $545,463 | $674,844 |
| Expenses | $1,659,501 | $1,786,545 | $1,793,629 |
| Qualifying Distributions | $1,094,750 | $1,287,000 | $1,193,500 |
| Net Investment Income | $315,041 | $157,503 | — |
| Distributable Amount | $1,266,902 | $1,269,319 | $1,262,001 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
163 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Gilcrease Museum Mgmt Trust ($200,000), Tulsa Community Foundation ($200,000), Holland Hall School ($100,550).
| Recipient | Purpose | Amount |
|---|---|---|
| 1ST STEP MALE DIVERSION PROGRAM TULSA, OK | GENERAL FUND | $10,000 |
| A NEW LEAF INC TULSA, OK | GENERAL FUND | $15,000 |
| BOSTON AVENUE HELPING HANDS INC TULSA, OK | GENERAL FUND | $10,000 |
| COMMUNITY FOOD BANK OF EASTERN OKLAHOMA INC TULSA, OK | GENERAL FUND | $10,000 |
| CYSTIC FIBROSIS FOUNDATION BETHESDA, MD | GENERAL FUND | $10,000 |
| DISCOVERY LAB TULSA, OK | GENERAL FUND | $40,000 |
| HEART OF ROUTE 66 AUTO MUSEUM INC SAPULPA, OK | GENERAL FUND | $50,000 |
| HOLLAND HALL SCHOOL TULSA, OK | GENERAL FUND | $100,550 |
| HOSPICE OF GREEN COUNTY INC TULSA, OK | GENERAL FUND | $2,500 |
| MEALS ON WHEELS OF METRO TULSA INC TULSA, OK | GENERAL FUND | $7,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is governed by three trustees:
- Jon R Stuart – Trustee (4 hours/week, $128,000 compensation)
- John B Turner – Trustee (4 hours/week, $128,000 compensation)
- Susan L Peterson – Trustee (3 hours/week, $128,000 compensation)
The foundation maintains a staff of 3 employees.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JON R STUART | TRUSTEE | 4 | $145,250 |
| JOHN B TURNER | TRUSTEE | 4 | $145,250 |
| SUSAN L PETERSON | TRUSTEE | 4 | $145,250 |
Recent News & Activity
Recent developments and announcements
The Stuart Family Foundation has supported significant initiatives in the Tulsa region, including contributions to the Gathering Place project through the Tulsa Community Foundation and beautification projects at OU-Tulsa. The foundation has also pledged support to Rogers State University's STEM campaign.
STUART FAMILY FOUNDATION GIFT TO SUPPORT OU-TULSA BEAUTIFICATION PROJECTContact Information
Address: 2431 E 61st St Ste 600, Tulsa, OK 74136-1244
Phone: 918-744-5222
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Stuart Family Foundation fund?
The foundation's grantmaking priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services The foundation primarily directs funding toward organizations in Oklahoma, Maryland, and California.
How do I apply for a grant from Stuart Family Foundation?
**Grant Characteristics:** • Typical award range: $1,000–$500,000 • Median grant amount: $10,000 • Maximum grant observed: $250,000 **Recent Grant Activity (2024):** The foundation made 33 grants in 2024, including: • Tulsa Community Foundation (Gathering Place): $200,000 • Heart of Route 66 Auto Museum: $50,000 • Tulsa Zoo: $50,000 Total giving in 2024 was $1,094,750. In 2023, the foundation distributed $1.3 million across 31 grants.
Where does Stuart Family Foundation make grants?
Primary funding regions include Oklahoma, Maryland, and California, with a concentration of grantmaking activity in Oklahoma and the Tulsa area.
What size grants does Stuart Family Foundation award?
In 2024, Stuart Family Foundation awarded 43 grants totaling $1.1M — an average of about $25K per grant, based on its IRS Form 990 filings.
How much is Stuart Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Stuart Family Foundation reported a distributable amount of $1.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Stuart Family Foundation's EIN?
Stuart Family Foundation's EIN (Employer Identification Number) is 23-7052187. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Stuart Family Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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