Ellery Stedman Trust
Ellery Stedman Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $764K in total assets. In 2025, it awarded 2 grants totaling $41K. Net investment income was $65K.
Key facts about Ellery Stedman Trust
In short: Ellery Stedman Trust gave $41K across 2 grants in 2025 (avg $21K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- EIN
- 04-6008160
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $41,454
- Grants made (2025)
- 2
- Average grant
- $20,727
- Median grant
- $20,727
- Total assets
- $764,096
- Primary geography
- Massachusetts (50% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$764K
+2.9% YoY
Annual Giving
$41K
+51.9% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$21K
+51.9% YoY
Under IRS private-foundation payout rules, Ellery Stedman Trust reported a distributable amount of $45K for 2025 — the minimum it must pay out in qualifying distributions.
How Ellery Stedman Trust gives
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Ellery Stedman Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| SHERRILL HOUSE Jamaica Plain, MA | UNRESTRICTED GENERAL | $20,727 |
| ST PAUL'S SCHOOL Concord, NH | UNRESTRICTED GENERAL | $20,727 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 |
|---|---|---|
| Total Assets | $764,096 | $742,498 |
| Revenue | $75,112 | $25,075 |
| Expenses | $57,255 | $42,027 |
| Qualifying Distributions | $47,384 | $32,832 |
| Net Investment Income | $64,575 | $15,790 |
| Distributable Amount | $45,045 | $42,636 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 23, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 2, 2026)
- IRS filings on file for fiscal years 2024–2025
Leadership & Key People
Officers and directors from IRS filings
Ellery Stedman Trust's only listed officer is Bank Of America, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2024
1 hr/week
$12K (2024) → $13K (2025)
Data from IRS Form 990 filings, 2024–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
Frequently asked questions about Ellery Stedman Trust
How much does Ellery Stedman Trust give each year?
Ellery Stedman Trust gave $41K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $27K across 2 grants.
How large is Ellery Stedman Trust?
Ellery Stedman Trust reported $764K in total assets on its 2025 IRS Form 990-PF. It paid out $47K in qualifying distributions that year, against a required minimum of $45K (roughly 5% of its investment assets).
Where does Ellery Stedman Trust operate?
Ellery Stedman Trust has awarded grants in Massachusetts, New Hampshire.
What is Ellery Stedman Trust's EIN?
Ellery Stedman Trust's EIN (Employer Identification Number) is 04-6008160. IRS Form 990 filing data is available on this page for 2024–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Ellery Stedman Trust by hand.
Explore Open Grants
Browse active grant opportunities in Ellery Stedman Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Saint Paul's School Foundation
Covington, LA
To provide financial assistance and to raise funds to finance scholarships and grants to st. Paul's school, a private elementary & secondary school exempt under irc section 501(c)(3).
Assets
$2.4M
Grants
1
Total Given
$50K
The Griffin Family Charitable
Highland, MD
Assets
—
Grants
2
Total Given
$4K
Jonathan and Meredith Meeks Foundation
Wilmington, DE
Assets
$14.5M
Grants
3
Total Given
$520K
The George and Karen James Family Founda
Jackson, WY
Assets
$449K
Grants
6
Total Given
$62K
Eastman Foundation
Buffalo, NY
Assets
$39K
Grants
8
Total Given
$25K
The Plank Family Foundation Inc
Brooklandville, MD
Assets
$11.5M
Grants
9
Total Given
$1.7M
Carpenter Family Childrens
Visalia, CA
Assets
$642K
Grants
12
Total Given
$628K
Waring & Carmen Partridge Foundation
Miami, FL
The foundation’s 2024 grants went to organizations working in health care, education, music, maritime education, and news, with grant dollars concentrated in PW and Rhode Island, plus Connecticut and New York. Grants ranged from $1,000 to $210,000, with a median of $5,000. An earlier profile says it does not accept applications.
Assets
$4.5M
Grants
15
Total Given
$354K
Baltimore Educational Scholarship Trust
Baltimore, MD
The baltimore educational scholarship trust, in partnership with our seventeen independent member schools, recruits and supports through the admissions process academically ambitious, african american students with financial need from the baltimore area. Once students are enrolled, b.e.s.t. Positions them for success through academic preparation, character and leadership development and support programs.
Assets
$13.8M
Grants
17
Total Given
$669K
Tr Uw G Gorham Peters 7550-XXXXXX07373
Boston, MA
The foundation supports Massachusetts charitable organizations, including hospitals, health-related groups, and community-serving nonprofits. Its 2025 grants ranged from $20,000 to $120,000, with a median of $55,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$12.3M
Grants
21
Total Given
$1.4M
Lucy Foundation
Madison, NJ
Assets
$1.1M
Grants
21
Total Given
$70K
The Halcyon Foundation
Jacksonville, FL
The Halcyon Foundation supports education, student opportunity, cultural and civic organizations, and other charitable causes. In 2024, its 24 grants ranged from $1,000 to $250,000, with a median of $25,000; recipients were located across the U.S., with the largest shares of funding going to Delaware and Florida. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$29.7M
Grants
24
Total Given
$1.1M
More Funders in Texas
Ellery Stedman Trust down — hundreds of funders to go?