Nonprofit · EIN 26-6160713
STUART FAMILY CHARITABLE TR
Also known as JAMES M STUART TTEE
Tax-exempt (reinstated) · RCHO SANTA FE, CA 92067
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $20,639 | $57,098 | -$36,459 | $645,900 | $0 | $645,900 |
| December 31, 2024 | 990-PF | $247,937 | $88,052 | $159,885 | $682,359 | $0 | $682,359 |
| December 31, 2023 | 990-PF | $41,655 | $41,402 | $253 | $522,474 | $0 | $522,474 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $29,036
- Interest
- $795
- Net gain from sales of assets
- -$9,192
Expenses
- Grants and similar amounts paid
- $41,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $46,773
- Excise tax on investment income
- $355
Balance sheet and other
- Total assets, start of year
- $682,359
- Total assets, end of year
- $645,900
- Total liabilities, end of year
- $0
- Net assets, end of year
- $645,900
- Fair market value of assets
- $1,138,236
- Qualifying distributions
- $46,773
- Net investment income
- $29,831
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES M STUART PO BOX 3, RANCHO SANTA FE, CA 92067 | TRUSTEE | 1 | $0 |
| CANDACE P STUART PO BOX 3, RANCHO SANTA FE, CA 92067 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES M STUART PO BOX 3, RANCHO SANTA FE, CA 92067 | TRUSTEE | 1 | $0 |
| CANDACE P STUART PO BOX 3, RANCHO SANTA FE, CA 92067 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES M STUART PO BOX 3, RANCHO SANTA FE, CA 92067 | TRUSTEE | 1 | $0 |
| CANDACE P STUART PO BOX 3, RANCHO SANTA FE, CA 92067 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3, RCHO SANTA FE, CA 92067-0003
- In care of
- % JAMES & CANDACE STUART
- Signed the 990-PF
- CANDACE STUART, TRUSTEE
- Phone
- (858) 558-9200
- Return prepared by
- EISNER ADVISORY GROUP LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 26-6160713 or by the name STUART FAMILY CHARITABLE TR.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-6160713
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $645,900
- Income (IRS master file)
- $76,479
Revocation and reinstatement
- Exemption revoked
- May 15, 2010
- Posted by the IRS
- November 12, 2012
- Reinstated
- Effective May 15, 2010
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $20,639 | $57,098 | $645,900 | IRS |
| 990-PF | December 2024 | $247,937 | $88,052 | $682,359 | IRS |
| 990-PF | December 2023 | $41,655 | $41,402 | $522,474 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 26-6160713).
Questions about STUART FAMILY CHARITABLE TR
- What is the EIN of STUART FAMILY CHARITABLE TR?
- The employer identification number (EIN) of STUART FAMILY CHARITABLE TR is 26-6160713.
- Is STUART FAMILY CHARITABLE TR tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective May 15, 2010.
- Are donations to STUART FAMILY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STUART FAMILY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STUART FAMILY CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STUART FAMILY CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of STUART FAMILY CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does STUART FAMILY CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $20,639, expenses of $57,098 and total assets of $645,900 at year end.
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