Nonprofit · EIN 47-0772668
JAMES STUART III FAMILY FOUNDATION
Tax-exempt · LINCOLN, NE 68516
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,530,427 | $574,044 | $956,383 | $5,559,852 | $0 | $5,559,852 |
| December 31, 2024 | 990-PF | $468,669 | $518,600 | -$49,931 | $4,773,932 | $0 | $4,773,932 |
| December 31, 2023 | 990-PF | $233,460 | $507,846 | -$274,386 | $4,657,385 | $0 | $4,657,385 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $156,250
- Interest
- $14,021
- Net gain from sales of assets
- $1,359,381
- Other income
- $775
Expenses
- Grants and similar amounts paid
- $455,900
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $455,900
- Excise tax on investment income
- $19,660
Balance sheet and other
- Total assets, start of year
- $4,773,932
- Total assets, end of year
- $5,559,852
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,559,852
- Fair market value of assets
- $10,530,738
- Qualifying distributions
- $455,900
- Net investment income
- $1,505,074
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 Stuart III 5930 S 58th St Ste I, Lincoln, NE 68516 | President & Director | 4 | $0 |
| Susan S Seiler 5930 S 58th St Ste I, Lincoln, NE 68516 | V.P. & Director | 1 | $0 |
| Barbara J Stuart 5930 S 58th St Ste I, Lincoln, NE 68516 | V.P., Secretary, & Director | 1 | $0 |
| Lee R Stuart 5930 S 58th St Ste I, Lincoln, NE 68516 | V.P. & Director | 1 | $0 |
| Anne E Hansen 5930 S 58th St Ste I, Lincoln, NE 68516 | Treasurer & Registered Agent | 1 | $0 |
| James Stuart IV 5930 S 58th St Ste I, Lincoln, NE 68516 | Director | 1 | $0 |
| Matthew D Stuart 5930 S 58th St Ste I, Lincoln, NE 68516 | Director | 1 | $0 |
| Thomas J Stuart 5930 S 58th St Ste I, Lincoln, NE 68516 | Director | 1 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James Stuart III 5930 S 58th St Ste I, Lincoln, NE 68516 | Pres. & Director | 4 | $0 |
| Susan S Seiler 5930 S 58th St Ste I, Lincoln, NE 68516 | V.P. & Director | 1 | $0 |
| Barbara J Stuart 5930 S 58th St Ste I, Lincoln, NE 68516 | V.P., Secretary, & Director | 1 | $0 |
| Lee R Stuart 5930 S 58th St Ste I, Lincoln, NE 68516 | V.P. & Director | 1 | $0 |
| Anne E Hansen 5930 S 58th St Ste I, Lincoln, NE 68516 | Treasurer & Registered Agent | 1 | $0 |
| James Stuart IV 5930 S 58th St Ste I, Lincoln, NE 68516 | Director | 1 | $0 |
| Matthew D Stuart 5930 S 58th St Ste I, Lincoln, NE 68516 | Director | 1 | $0 |
| Thomas J Stuart 5930 S 58th St Ste I, Lincoln, NE 68516 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James Stuart III 2001 Pine Lake Road Suite 400, Lincoln, NE 68512 | Pres. & Director | 4 | $0 |
| Susan S Seiler 2001 Pine Lake Road Suite 400, Lincoln, NE 68512 | V.P. & Director | 1 | $0 |
| Barbara J Stuart 2001 Pine Lake Road Suite 400, Lincoln, NE 68512 | V.P., Secretary, & Director | 1 | $0 |
| Lee R Stuart 2001 Pine Lake Road Suite 400, Lincoln, NE 68512 | V.P. & Director | 1 | $0 |
| Anne E Hansen 2001 Pine Lake Road Suite 400, Lincoln, NE 68512 | Treasurer & Registered Agent | 1 | $0 |
| James Stuart IV 2001 Pine Lake Road Suite 400, Lincoln, NE 68512 | Director | 1 | $0 |
| Matthew D Stuart 2001 Pine Lake Road Suite 400, Lincoln, NE 68512 | Director | 1 | $0 |
| Thomas J Stuart 2001 Pine Lake Road Suite 400, Lincoln, NE 68512 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5930 S 58TH ST STE I, LINCOLN, NE 68516-3653
- Signed the 990-PF
- James Stuart III, President
- Phone
- (402) 440-2517
- Return prepared by
- SP Group PC
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
- 47-0772668
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,559,852
- Income (IRS master file)
- $1,945,592
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,530,427 | $574,044 | $5,559,852 | IRS |
| 990-PF | December 2024 | $468,669 | $518,600 | $4,773,932 | XML |
| 990-PF | December 2023 | $233,460 | $507,846 | $4,657,385 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 47-0772668).
Questions about JAMES STUART III FAMILY FOUNDATION
- What is the EIN of JAMES STUART III FAMILY FOUNDATION?
- The employer identification number (EIN) of JAMES STUART III FAMILY FOUNDATION is 47-0772668.
- Is JAMES STUART III FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to JAMES STUART III FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES STUART III FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES STUART III FAMILY FOUNDATION 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 JAMES STUART III FAMILY FOUNDATION 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 JAMES STUART III FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does JAMES STUART III FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,530,427, expenses of $574,044 and total assets of $5,559,852 at year end.
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