G B Stuart Charitable Foundation is located in Carlisle, PA. The organization was established in 1977. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. G B Stuart Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, G B Stuart Charitable Foundation generated $1.9m in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 14.0% each year . All expenses for the organization totaled $1.4m during the year ending 12/2022. While expenses have increased by 5.7% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
NOT APPLICABLE
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Name Not Listed Money Mgr. Advisor | 40 | $33,953 | |
Name Not Listed Money Mgr. Advisor | 40 | $30,015 | |
Barbara E Falconer Officer | 4 | $4,800 | |
Victoria J Macauley Officer | 3 | $4,800 | |
Alison J Alioto Officer | 3 | $4,800 | |
Keith D Falconer Executive Director | 40 | $134,109 |
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $5 |
| Dividends & Interest | $482,431 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,380,637 |
| Capital Gain Net Income | $1,380,637 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,863,073 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $238,159 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $94,917 |
| Depreciation | $0 |
| Occupancy | $15,580 |
| Travel, conferences, and meetings | $6,002 |
| Printing and publications | $0 |
| Other expenses | $51,172 |
| Total operating and administrative expenses | $408,177 |
| Contributions, gifts, grants paid | $962,942 |
| Total expenses and disbursements | $1,371,119 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $9,821 |
| Savings and temporary cash investments | $596,334 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $392,502 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $20,995,701 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |