The Allen Stewart Foundation

NEWPORT BEACH, CA EIN: 85-1207989

The Allen Stewart Foundation is a private foundation, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $757K in total assets. In 2024, it awarded 7 grants totaling $35K. Net investment income was $120K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$757K

+20.1% YoY

Annual Giving

$35K

+16.7% YoY

Grant Count

7

+75.0% YoY

Avg Grant Size

$5K

-33.3% YoY

Under IRS private-foundation payout rules, The Allen Stewart Foundation reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.

About The Allen Stewart Foundation

Based on IRS filings

The Allen Stewart Foundation is a private foundation, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $757K in total assets. In 2024, it awarded 7 grants totaling $35K. Net investment income was $120K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

Corona Del MarCosta MesaFranklinHonoluluLaguna BeachLanai CityPuuneneSanta Rosa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$69K$138K$206K$275K20202021202220232024
Metric202420232022
Total Assets$757,314$630,661$484,060
Revenue$121,209$178,671$250,000
Expenses$37,020$32,070$15,940
Qualifying Distributions$35,203$30,208$10,594
Net Investment Income$120,455$7,050
Distributable Amount$26,275$24,882$12,793

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$18K$26K$35K0 grants20200 grants20212 grants20224 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Brightstone Inc$11KLanai Cat Sanctuary$6KCanine Companions for In…$6KNortheast of the Well$6KParty Pepper Uppers$3KMaui Humane Society$3KLaguna Playhouse$1K

Grant Size Distribution

13 grants across all recorded years

13<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Brightstone Inc ($10,750), Lanai Cat Sanctuary ($5,750), Canine Companions for Independence ($5,750).

RecipientPurposeAmount
Brightstone Inc Franklin, TNAssist special education programs$10,750
Lanai Cat Sanctuary Lanai City, HIAssist animal protection and welfare$5,750
Maui Humane Society Puunene, HIProtecting and saving lives of Maui's animals$3,000
Canine Companions for Independence Santa Rosa, CAProvide expertly trained service animals and match them with adults, children and veterans with disabilities who need their help$5,750
Laguna Playhouse Laguna Beach, CACommunity assistance$1,000
Northeast of the Well Costa Mesa, CAHeal mentally and physically from their addictions and traumas.$5,500
Party Pepper Uppers Corona del Mar, CACOMMUNITY ASSISTANCE$3,250

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Allen StewartPresident1
Kathy FlippinSecretary1
Michael HealyCFO1

Frequently Asked Questions

How large is The Allen Stewart Foundation?

As of 2024, The Allen Stewart Foundation holds $757K in total assets with $121K in annual revenue. It awarded 7 grants totaling $35K in 2024.

Where does The Allen Stewart Foundation operate?

The Allen Stewart Foundation has awarded grants in California, Hawaii, Tennessee.

What size grants does The Allen Stewart Foundation award?

In 2024, The Allen Stewart Foundation awarded 7 grants totaling $35K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is The Allen Stewart Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Allen Stewart Foundation reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Allen Stewart Foundation's EIN?

The Allen Stewart Foundation's EIN (Employer Identification Number) is 85-1207989. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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