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Nonprofit · EIN 43-6030538

STUART FOUR SQUARE FUND

Tax-exempt · DALLAS, TX 75380

Financials

$71K$53K2024$77K$58K2025
Revenue Expenses · by fiscal year end
Financials of STUART FOUR SQUARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$76,950$57,810$19,140$799,115$0$799,115
December 31, 2024990-PF$71,109$53,399$17,710$779,975$0$779,975
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$32,409
Interest
$2
Net gain from sales of assets
$44,539

Expenses

Grants and similar amounts paid
$53,200
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$54,450
Excise tax on investment income
$1,041

Balance sheet and other

Total assets, start of year
$779,975
Total assets, end of year
$799,115
Total liabilities, end of year
$0
Net assets, end of year
$799,115
Fair market value of assets
$1,179,336
Qualifying distributions
$54,450
Net investment income
$76,950

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.

NameTitleHours / weekCompensation
BARKLEY STUART
PO BOX 809013, DALLAS, TX 753809013
PRESIDENT, TRUSTEE5$0
SARA B STUART
423 ATLANTIC AVE 3L, BLOOMFIELD, NY 14469
SECRETARY, TRUSTEE5$0
HEIDI S VAHUE
3546 FLATIRON ROAD, BLOOMFIELD, NY 14469
TREASURER, TRUSTEE5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
BARKLEY STUART
PO BOX 809013, DALLAS, TX 753809013
PRESIDENT, TRUSTEE5$0
SARA B STUART
423 ATLANTIC AVE 3L, BLOOMFIELD, NY 14469
SECRETARY, TRUSTEE5$0
HEIDI S VAHUE
3546 FLATIRON ROAD, BLOOMFIELD, NY 14469
TREASURER, TRUSTEE5$0

Address and contacts

Address (IRS master file)
PO BOX 809013, DALLAS, TX 75380-9013
In care of
% DON BROWN
Signed the 990-PF
BARKLEY STUART, PRESIDENT
Phone
(972) 392-8317
Return prepared by
EFPR ADVISORY LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
43-6030538
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
1949
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$799,115
Income (IRS master file)
$159,742

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$44,565$48,690$762,265IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about STUART FOUR SQUARE FUND

What is the EIN of STUART FOUR SQUARE FUND?
The employer identification number (EIN) of STUART FOUR SQUARE FUND is 43-6030538.
Is STUART FOUR SQUARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1949.
Are donations to STUART FOUR SQUARE FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does STUART FOUR SQUARE FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of STUART FOUR SQUARE FUND 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 FOUR SQUARE FUND 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 FOUR SQUARE FUND?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does STUART FOUR SQUARE FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $76,950, expenses of $57,810 and total assets of $799,115 at year end.

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