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Also known as: C/O BELL & ANDERSON LLC
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Duncan Louis Stewart Foundation Inc. is a private corporation based in LAKE GENEVA, WI. The foundation received its IRS ruling in 2014. The principal officer is Bell & Anderson LLC. It holds total assets of $2.3M. Annual income is reported at $1.9M. Total assets have grown from $1.1M in 2014 to $2M in 2023. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2023. The foundation primarily funds organizations in Virginia, Oregon and Wisconsin. According to available records, Duncan Louis Stewart Foundation Inc. has made 17 grants totaling $198K, with a median grant of $5K. Annual giving has grown from $65K in 2021 to $104K in 2023. Individual grants have ranged from $3K to $88K, with an average award of $12K. The foundation has supported 7 unique organizations. The foundation primarily supports organizations in Wisconsin, Virginia, Oregon, which account for 59% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$10K
Average Grant
$21K
Largest Grant
$50K
Based on 5 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Duncan Louis Stewart Foundation Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 17 grants. Its grantmaking reaches organizations primarily in WI, VA, OR.
Duncan Louis Stewart Foundation Inc. has distributed a total of $198K across 17 grants. The median grant size is $5K, with an average of $12K. Individual grants have ranged from $3K to $88K.
Duncan Louis Stewart Foundation Inc. typically selects its grantees rather than accepting unsolicited proposals.
Duncan Louis Stewart Foundation Inc. is headquartered in LAKE GENEVA, WI. While based in WI, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| W David Stewart | DIRECTOR | $0 | $0 | N/A |
| Kimberly C Louis Stewart | DIRECTOR | $0 | $0 | N/A |
| Walter W Bell | PRESIDENT/DIRECTOR | $0 | $0 | N/A |
| Eoin M Dempsey | TREASURER/DIRECTOR | $0 | $0 | N/A |
Total Giving
$124K
Total Assets
$2M
Fair Market Value
$2.3M
Net Worth
$2M
Grants Paid
$104K
Contributions
$34K
Net Investment Income
$77K
Distribution Amount
$107K
Total Grants
17
Total Giving
$198K
Average Grant
$12K
Median Grant
$5K
Unique Recipients
7
Most Common Grant
$3K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Charities Aid Foundation American Donor FundGENERAL | West Malling | $88K | 2023 |
| American Friends Of Winchester CollegeGENERAL | New York, NY | $7K | 2023 |
| Wisconsin'S Green FireGENERAL | Rhinelander, WI | $5K | 2023 |
| Friends Of The EnvironmentGENERAL | Delaray Beach, FL | $4K | 2023 |
| Jane Goodall InstituteGENERAL | Vienna, VA | $3K | 2022 |
| Conservation AlliesGENERAL | Warrenton, VA | $3K | 2022 |
| Wild Salmon CenterGENERAL | Portland, OR | $10K | 2021 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI