Nonprofit · EIN 33-0171627
ORVAL STEWART AND SUZIE STEWART FOUNDATION
Tax-exempt · SAN DIEGO, CA 92192
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF (amended) | $19,873 | $13,920 | $5,953 | $347,119 | $0 | $347,119 |
| September 30, 2024 | 990-PF | $19,190 | $25,206 | -$6,016 | $342,466 | $0 | $342,466 |
| September 30, 2023 | 990-PF | $5,355 | $25,820 | -$20,465 | $358,755 | $0 | $358,755 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $16,149
- Net gain from sales of assets
- $3,724
Expenses
- Grants and similar amounts paid
- $7,000
- Disbursements for charitable purposes
- $7,000
- Excise tax on investment income
- $276
Balance sheet and other
- Total assets, start of year
- $342,466
- Total assets, end of year
- $347,119
- Total liabilities, end of year
- $0
- Net assets, end of year
- $347,119
- Fair market value of assets
- $418,209
- Qualifying distributions
- $7,000
- Net investment income
- $19,873
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN STEWART BETTS P O BOX 22099, SAN DIEGO, CA 92122 | President | 1 | $0 |
| JENNIFER DEMMON 3002 COPA DE ORO DR, LOS ALAMITOS, CA 90720 | CFO | 1 | $0 |
| JENNIFER DEMMON 3002 COPA DE ORO DR, LOS ALAMITOS, CA 90720 | Secretary | 1 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN STEWART BETTS P O BOX 22099, SAN DIEGO, CA 92122 | President | 1 | $0 |
| JENNIFER DEMMON 3002 COPA DE ORO DR, LOS ALAMITOS, CA 90720 | CFO | 1 | $0 |
| JENNIFER DEMMON 3002 COPA DE ORO DR, LOS ALAMITOS, CA 90720 | Secretary | 1 | $0 |
990-PF for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN STEWART BETTS P O BOX 22099, SAN DIEGO, CA 92122 | President | 1 | $0 |
| JENNIFER DEMMON 3002 COPA DE ORO DR, LOS ALAMITOS, CA 90720 | CFO | 1 | $0 |
| JENNIFER DEMMON 3002 COPA DE ORO DR, LOS ALAMITOS, CA 90720 | Secretary | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 22099, SAN DIEGO, CA 92192-2099
- Signed the 990-PF
- JENNIFER DEMMON, CFO
- Phone
- (562) 922-0546
- Return prepared by
- PASARI CPA PC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0171627 or by the name ORVAL STEWART AND SUZIE STEWART FOUNDATION.
- 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 33-0171627
- 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
- 1986
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $347,119
- Income (IRS master file)
- $69,269
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $19,873 | $13,920 | $347,119 | XML |
| 990-PF | September 2024 | $19,190 | $25,206 | $342,466 | XML |
| 990-PF | September 2023 | $5,355 | $25,820 | $358,755 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | IRS |
| 990-PF | September 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 33-0171627).
Questions about ORVAL STEWART AND SUZIE STEWART FOUNDATION
- What is the EIN of ORVAL STEWART AND SUZIE STEWART FOUNDATION?
- The employer identification number (EIN) of ORVAL STEWART AND SUZIE STEWART FOUNDATION is 33-0171627.
- Is ORVAL STEWART AND SUZIE STEWART FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to ORVAL STEWART AND SUZIE STEWART FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ORVAL STEWART AND SUZIE STEWART FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ORVAL STEWART AND SUZIE STEWART FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORVAL STEWART AND SUZIE STEWART FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of ORVAL STEWART AND SUZIE STEWART FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ORVAL STEWART AND SUZIE STEWART FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $19,873, expenses of $13,920 and total assets of $347,119 at year end.
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