Charles Edward Stuart Charitable
- Assets
- $65.6m
- Revenue
- $7.5m
- Investments
- $62.5m
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 01/1980
- Data as of
- 06/2022
- EIN
- 91-1088288
Organization Overview
Charles Edward Stuart Charitable is located in Dallas, TX. The organization was established in 1980. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., 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. Charles Edward Stuart Charitable 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 06/2022, Charles Edward Stuart Charitable generated $7.5m in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 18.0% each year . All expenses for the organization totaled $4.9m during the year ending 06/2022. While expenses have increased by 6.2% per year over the past 5 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.
Since 2020, Charles Edward Stuart Charitable has awarded 33 individual grants totaling $10,795,026. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bank Of America N A Co-Trustee | 1 | $403,308 | |
Marite M Butners Co-Trustee | 5 | $103,672 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,368,311 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $6,174,410 |
| Capital Gain Net Income | $6,174,410 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $430 |
| Total Revenue | $7,543,151 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $506,980 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $214,137 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $5,060 |
| Total operating and administrative expenses | $817,192 |
| Contributions, gifts, grants paid | $4,043,348 |
| Total expenses and disbursements | $4,860,540 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $3,105,814 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $65,602,096 |
| 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 |
Grants Awarded
Over the last fiscal year, Charles Edward Stuart Charitable has awarded $4,043,348 in support to 11 organizations.
| Grant Recipient | Amount |
|---|---|
Seattle, WA PURPOSE: UNRESTRICTED GENERAL | $1,268,823 |
Seattle, WA PURPOSE: UNRESTRICTED CONTRIBUTION | $659,823 |
MOHAI - MUSEUM OF HISTORY & INDUSTRY PURPOSE: UNRESTRICTED GENERAL | $422,941 |
Seattle, WA PURPOSE: UNRESTRICTED GENERAL | $211,471 |
CHILDRENS HOME SOCIETY OF WASHINGTON PURPOSE: UNRESTRICTED GENERAL | $211,470 |
SALVATION ARMY PURPOSE: UNRESTRICTED GENERAL | $211,470 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Leta Mcfarlin Chapman Memorial Tr Tulsa, OK | $288,782,253 | $9,376,594 |
Nancy Ann Hunt Foundation Dallas, TX | $31,623,544 | $3,101,295 |
Don & Sybil Harrington Foundation Amarillo, TX | $137,610,156 | $21,691,315 |
John G Kenedy Jr Charitable Trust San Antonio, TX | $156,709,366 | $16,142,301 |
Bnsf Foundation Fort Worth, TX | $5,580,534 | $10,145,505 |
Walter S & Evan C Jones Trust Bank Iv Kansas Na Ttee Dallas, TX | $63,158,301 | $11,519,606 |
Thomas M & Helen Mckee & John P Ryan Foundation Inc Fort Worth, TX | $135,188,288 | $6,250,331 |
Charles G Woodward Tr Uw Dallas, TX | $129,576,152 | $18,439,245 |
John G Kenedy Jr Charitable Tr -Surface Estate Tr San Antonio, TX | $47,111,872 | $10,559,440 |
Mccombs Enterprises Flexible Benefit Cafeteria Plan & Trust San Antonio, TX | $5,330,904 | $6,919,349 |
J A & Leta M Chapman Tr 10267 Tulsa, OK | $125,788,673 | $4,652,723 |
David M Crowley Foundation Dallas, TX | $161,428,863 | $16,560,741 |