EIN 26-6872060

Stewart Jones Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Orlando
State
Year formed
2014
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Stewart Jones Charitable Trust is a private foundation located in Orlando, FL. Its primary focus is funding general operating expenses for charitable organizations. The trust operates under the purpose of earning income to later be donated to charities. Some of its grantees include the University of Mary Washington FDN and other organizations. In the previous year, it was able to make two grants.
Also known as...
The Stewart Jones Charitable Trust Trustee Russell H Roberts; Roberts Russell H Ttee
Total revenues
$479,792
2023
Total expenses
$128,185
2023
Total assets
$2,331,884
2023
Num. employees
0
2023

Program areas at Stewart Jones Charitable Trust

Income is earned to make Charitable donations only

Grants made by Stewart Jones Charitable Trust

GranteeGrant descriptionAmount
University of Mary Washington FoundationGeneral Operating$60,000
The George Washington FoundationGeneral Operating$25,000

Personnel at Stewart Jones Charitable Trust

NameTitleCompensation
Branch Banking Trust Co TrusteeSenior Vice President
Truist BankDirector$28,043

Financials for Stewart Jones Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$60,375
Net rental income$0
Net gain from sale of non-inventory assets$418,327
Gross sales of inventory$0
Miscellaneous revenues$1,090
Total revenues$479,792

Form 990s for Stewart Jones Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-17990PFView PDF
2022-122023-05-01990PFView PDF
2021-122022-09-09990PFView PDF
2020-122022-04-20990PFView PDF
2020-122021-11-02990PFView PDF
...and 6 more Form 990s

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Data update history
May 20, 2024
Posted financials
Added Form 990PF for fiscal year 2023
July 7, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 30, 2023
Updated personnel
Identified 3 new personnel
May 17, 2023
Used new vendors
Identified 1 new vendor, including
February 3, 2023
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 919798
Orlando, FL 32891
County
Orange County, FL
Phone
(804) 787-1174
IRS details
EIN
26-6872060
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2014
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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