Nonprofit · EIN 94-6607854
HADLEY AND MARION STUART FOUNDATION
Tax-exempt · LONGMONT, CO 80504
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $4,146,322 | $8,290,996 | -$4,144,674 | $107,653,875 | $47,135 | $107,606,740 |
| October 31, 2024 | 990-PF | $5,068,756 | $6,356,655 | -$1,287,899 | $111,783,246 | $31,832 | $111,751,414 |
| October 31, 2023 | 990-PF | $5,010,695 | $6,138,690 | -$1,127,995 | $113,069,124 | $29,811 | $113,039,313 |
| October 31, 2021 | 990-PF | $3,460,350 | $6,338,338 | -$2,877,988 | $117,487,417 | $2,340 | $117,485,077 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $2,835,073
- Interest
- $1,050,538
- Net gain from sales of assets
- $260,711
Expenses
- Grants and similar amounts paid
- $7,795,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $7,795,000
- Excise tax on investment income
- $51,458
Balance sheet and other
- Total assets, start of year
- $111,783,246
- Total assets, end of year
- $107,653,875
- Total liabilities, end of year
- $47,135
- Net assets, end of year
- $107,606,740
- Fair market value of assets
- $116,373,688
- Qualifying distributions
- $7,795,000
- Net investment income
- $4,146,322
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NAN M STUART 11732 CRYSTAL VIEW LANE, LONGMONT, CO 805048453 | TRUSTEE | 7.5 | $0 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NAN M STUART 11732 CRYSTAL VIEW LANE, LONGMONT, CO 805048453 | TRUSTEE | 7.5 | $0 |
990-PF for the year ended October 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRETT FULLERTON STUART 11732 CRYSTAL VIEW LANE, LONGMONT, CO 805048453 | TRUSTEE | 2 | $0 |
| NAN M STUART 11732 CRYSTAL VIEW LANE, LONGMONT, CO 805048453 | TRUSTEE | 7.5 | $0 |
990-PF for the year ended October 31, 2021: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRETT FULLERTON STUART 11732 CRYSTAL VIEW LANE, LONGMONT, CO 805048453 | TRUSTEE | 5 | $0 |
| NAN M STUART 11732 CRYSTAL VIEW LANE, LONGMONT, CO 805048453 | TRUSTEE | 7.5 | $0 |
Address and contacts
- Address (IRS master file)
- 11732 CRYSTAL VIEW LN, LONGMONT, CO 80504-8453
- Signed the 990-PF
- NAN M STUART, TRUSTEE
- Phone
- (303) 652-2869
- Return prepared by
- SD MAYER & ASSOCIATES LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-6607854
- 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
- 1988
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $107,653,875
- Income (IRS master file)
- $14,796,304
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $4,146,322 | $8,290,996 | $107,653,875 | XML |
| 990-PF | October 2024 | $5,068,756 | $6,356,655 | $111,783,246 | XML |
| 990-PF | October 2023 | $5,010,695 | $6,138,690 | $113,069,124 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | $3,460,350 | $6,338,338 | $117,487,417 | XML |
| 990-PF | October 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 94-6607854).
Questions about HADLEY AND MARION STUART FOUNDATION
- What is the EIN of HADLEY AND MARION STUART FOUNDATION?
- The employer identification number (EIN) of HADLEY AND MARION STUART FOUNDATION is 94-6607854.
- Is HADLEY AND MARION STUART FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to HADLEY AND MARION STUART FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HADLEY AND MARION STUART FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HADLEY AND MARION STUART FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HADLEY AND MARION STUART FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of HADLEY AND MARION STUART FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does HADLEY AND MARION STUART FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $4,146,322, expenses of $8,290,996 and total assets of $107,653,875 at year end.
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