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Nonprofit · EIN 23-2665110

J WILLIAM & HELEN D STUART FOUNDATION

Tax-exempt · PHILADELPHIA, PA 19103

Financials

$370K$401K2022$513K$364K2023$372K$339K2024
Revenue Expenses · by fiscal year end
Financials of J WILLIAM & HELEN D STUART FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$372,290$338,776$33,514$5,350,014$0$5,350,014
November 30, 2024990-PF$513,172$363,555$149,617$5,278,068$0$5,278,068
November 30, 2023990-PF$370,024$401,039-$31,015$5,122,546$0$5,122,546
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$154,870
Net gain from sales of assets
$217,420

Expenses

Grants and similar amounts paid
$296,816
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$303,138
Excise tax on investment income
$4,788

Balance sheet and other

Total assets, start of year
$5,278,068
Total assets, end of year
$5,350,014
Total liabilities, end of year
$0
Net assets, end of year
$5,350,014
Fair market value of assets
$7,795,697
Qualifying distributions
$303,138
Net investment income
$372,290

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Cheryl O Amick
c/o 1650 Market Street Ste 1200, Philadelphia, PA 19103
Trustee0.25$0
Roberta L Stuart
c/o 1650 Market Street Ste 1200, Philadelphia, PA 19103
Trustee0.25$0
William S Amick
c/o 1650 Market Street Ste 1200, Philadelphia, PA 19103
Trustee0.25$0
Bruce A Rosenfield
c/o 1650 Market Street Ste 1200, Philadelphia, PA 19103
Trustee0.25$0
990-PF for the year ended November 30, 2024: 4 people
NameTitleHours / weekCompensation
Cheryl O Amick
c/o 1650 Market Street Ste 1200, Philadelphia, PA 19103
Trustee0.25$0
Roberta L Stuart
c/o 1650 Market Street Ste 1200, Philadelphia, PA 19103
Trustee0.25$0
William S Amick
c/o 1650 Market Street Ste 1200, Philadelphia, PA 19103
Trustee0.25$0
Bruce A Rosenfield
c/o 1650 Market Street Ste 1200, Philadelphia, PA 19103
Trustee0.25$0
990-PF for the year ended November 30, 2023: 4 people
NameTitleHours / weekCompensation
Cheryl O Amick
c/o 1500 Market Street Ste 3600E, Philadelphia, PA 19102
Trustee0.25$0
Roberta L Stuart
C/o 1500 Market St Ste 3600E, Philadelphia, PA 19102
Trustee0.25$0
William S Amick
c/o 1500 Market St Ste 3600E, Philadelphia, PA 19102
Trustee0.25$0
Bruce A Rosenfield
c/o 1500 Market St Ste 3600E, Philadelphia, PA 19102
Trustee0.25$0

Address and contacts

Address (IRS master file)
1650 MARKET STREET 1200, PHILADELPHIA, PA 19103-7301
In care of
% BRUCE A ROSENFIELD ESQUIRE
Signed the 990-PF
William S Amick, Co-trustee
Phone
(215) 575-7095
Return prepared by
DILWORTH PAXSON LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
23-2665110
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1992
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$5,350,014
Income (IRS master file)
$1,212,359

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$372,290$338,776$5,350,014XML
990-PFNovember 2024$513,172$363,555$5,278,068IRS
990-PFNovember 2023$370,024$401,039$5,122,546XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-2665110).

Questions about J WILLIAM & HELEN D STUART FOUNDATION

What is the EIN of J WILLIAM & HELEN D STUART FOUNDATION?
The employer identification number (EIN) of J WILLIAM & HELEN D STUART FOUNDATION is 23-2665110.
Is J WILLIAM & HELEN D STUART FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to J WILLIAM & HELEN D STUART FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does J WILLIAM & HELEN D STUART FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of J WILLIAM & HELEN D STUART FOUNDATION due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did J WILLIAM & HELEN D STUART FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of J WILLIAM & HELEN D STUART FOUNDATION?
The 990-PF for the year ended November 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does J WILLIAM & HELEN D STUART FOUNDATION have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $372,290, expenses of $338,776 and total assets of $5,350,014 at year end.

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