Charles and Violet Stenson 1994 Trust

STOCKTON, CA EIN: 33-6373514

Charles and Violet Stenson 1994 Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in STOCKTON, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 4 grants totaling $77K. Net investment income was $185K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.7M

+2.9% YoY

Annual Giving

$77K

-48.1% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$19K

-48.1% YoY

Under IRS private-foundation payout rules, Charles and Violet Stenson 1994 Trust reported a distributable amount of $186K for 2024 — the minimum it must pay out in qualifying distributions.

About Charles and Violet Stenson 1994 Trust

Based on IRS filings

Charles and Violet Stenson 1994 Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in STOCKTON, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 4 grants totaling $77K. Net investment income was $185K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

DavisLodiStockton

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$80K$161K$241K$322K201920202021202220232024
Metric202420232022
Total Assets$2,703,230$2,627,532$2,674,765
Revenue$195,435$140,575$122,285
Expenses$119,737$187,808$209,312
Qualifying Distributions$106,990$176,877$194,537
Net Investment Income$184,772$129,813$111,471
Distributable Amount$186,063$170,635$178,753

Giving Over Time

Total grant dollars and number of grants per year

$0$41K$82K$123K$164K4 grants20194 grants20204 grants20214 grants20224 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

UNIVERSITY OF CALIFORNIA…$38KST MARYS INTERFAITH COMM…$27KHUTCHINS STREET SQUARE F…$8KUNITED CONGREGATIONAL CH…$4K

Grant Size Distribution

20 grants across all recorded years

13<$50K7$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of California - Davis ($38,364), St Marys Interfaith Community Services ($26,855), Hutchins Street Square Foundation ($7,672).

RecipientPurposeAmount
UNIVERSITY OF CALIFORNIA - DAVIS DAVIS, CAEDUCATIONAL$38,364
ST MARYS INTERFAITH COMMUNITY SERVICES STOCKTON, CACHARITABLE$26,855
HUTCHINS STREET SQUARE FOUNDATION LODI, CACHARITABLE$7,672
UNITED CONGREGATIONAL CHURCH LODI, CACHARITABLE$3,836

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BANK OF STOCKTON TRUST DEPTAARON BENNETT,TRUST ADMIN OFFICER5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Charles and Violet Stenson 1994 Trust?

Charles and Violet Stenson 1994 Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in STOCKTON, CA. It holds $2.7M in total assets as of 2024.

How large is Charles and Violet Stenson 1994 Trust?

As of 2024, Charles and Violet Stenson 1994 Trust holds $2.7M in total assets with $195K in annual revenue. It awarded 4 grants totaling $77K in 2024.

Where does Charles and Violet Stenson 1994 Trust operate?

Charles and Violet Stenson 1994 Trust has awarded grants in California.

What size grants does Charles and Violet Stenson 1994 Trust award?

In 2024, Charles and Violet Stenson 1994 Trust awarded 4 grants totaling $77K — an average of about $19K per grant, based on its IRS Form 990 filings.

How much is Charles and Violet Stenson 1994 Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles and Violet Stenson 1994 Trust reported a distributable amount of $186K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charles and Violet Stenson 1994 Trust's EIN?

Charles and Violet Stenson 1994 Trust's EIN (Employer Identification Number) is 33-6373514. IRS Form 990 filing data is available on this page for 2019–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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