Nonprofit · EIN 91-1088288
CHARLES EDWARD STUART CHARITABLE
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $2,555,782 | $3,837,987 | -$1,282,205 | $69,749,145 | $0 | $69,749,145 |
| June 30, 2024 | 990-PF | $11,247,987 | $3,970,322 | $7,277,665 | $70,715,635 | $0 | $70,715,635 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $1,736,343
- Net gain from sales of assets
- $819,240
- Other income
- $199
Expenses
- Grants and similar amounts paid
- $3,240,088
- Compensation of officers, directors and key employees
- $494,909
- Disbursements for charitable purposes
- $3,441,107
- Excise tax on investment income
- $29,933
Balance sheet and other
- Total assets, start of year
- $70,715,635
- Total assets, end of year
- $69,749,145
- Total liabilities, end of year
- $0
- Net assets, end of year
- $69,749,145
- Fair market value of assets
- $77,958,875
- Qualifying distributions
- $3,441,107
- Net investment income
- $2,553,866
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 24565, SEATTLE, WA 98124 | CO-TRUSTEE | 1 | $396,537 |
| MARITE M BUTNERS 7514 43RD AVE NE, SEATTLE, WA 98115 | CO-TRUSTEE | 1 | $98,372 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 24565, SEATTLE, WA 98124 | CO-TRUSTEE | 1 | $365,306 |
| MARITE M BUTNERS 7514 43RD AVE NE, SEATTLE, WA 98115 | CO-TRUSTEE | 1 | $88,922 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 91-1088288
- 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
- 1980
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T900)
- Assets (IRS master file)
- $69,246,148
- Income (IRS master file)
- $19,002,693
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $2,555,782 | $3,837,987 | $69,749,145 | XML |
| 990-PF | June 2024 | $11,247,987 | $3,970,322 | $70,715,635 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 91-1088288).
Questions about CHARLES EDWARD STUART CHARITABLE
- What is the EIN of CHARLES EDWARD STUART CHARITABLE?
- The employer identification number (EIN) of CHARLES EDWARD STUART CHARITABLE is 91-1088288.
- Is CHARLES EDWARD STUART CHARITABLE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to CHARLES EDWARD STUART CHARITABLE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES EDWARD STUART CHARITABLE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES EDWARD STUART CHARITABLE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES EDWARD STUART CHARITABLE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of CHARLES EDWARD STUART CHARITABLE?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $396,537 (BANK OF AMERICA N A, CO-TRUSTEE).
- How much revenue does CHARLES EDWARD STUART CHARITABLE have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $2,555,782, expenses of $3,837,987 and total assets of $69,749,145 at year end.
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