Guerdon Stearns Holden Trust Fbo Cleveland

BOSTON, MA EIN: 34-6936533

Guerdon Stearns Holden Trust Fbo Cleveland is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 1 grants totaling $189K. Net investment income was $501K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.3M

+15.2% YoY

Annual Giving

$189K

+5.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$189K

+5.9% YoY

Under IRS private-foundation payout rules, Guerdon Stearns Holden Trust Fbo Cleveland reported a distributable amount of $224K for 2024 — the minimum it must pay out in qualifying distributions.

About Guerdon Stearns Holden Trust Fbo Cleveland

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $854K (100%)

States

Ohio

Cities

Cleveland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,273,527	$1,973,860	$1,844,129
Revenue	$531,374	$330,678	$6,326
Expenses	$231,707	$200,748	$221,817
Qualifying Distributions	$194,440	$181,286	$196,957
Net Investment Income	$500,579	$301,287	$12,995
Distributable Amount	$223,973	$174,704	$170,365

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cleveland Museum of Natural History ($188,755).

Recipient	Purpose	Amount
CLEVELAND MUSEUM OF NATURAL HISTORY CLEVELAND, OH	GENERAL OPERATING	$188,755

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DANIEL A OGDEN	CO-TRUSTEE	—	$1,000
ROBERT VAIL	CO-TRUSTEE	—	$778

Frequently Asked Questions

How large is Guerdon Stearns Holden Trust Fbo Cleveland?

As of 2024, Guerdon Stearns Holden Trust Fbo Cleveland holds $2.3M in total assets with $531K in annual revenue. It awarded 1 grants totaling $189K in 2024.

Where does Guerdon Stearns Holden Trust Fbo Cleveland operate?

Guerdon Stearns Holden Trust Fbo Cleveland has awarded grants in Ohio.

What size grants does Guerdon Stearns Holden Trust Fbo Cleveland award?

In 2024, Guerdon Stearns Holden Trust Fbo Cleveland awarded 1 grants totaling $189K — an average of about $189K per grant, based on its IRS Form 990 filings.

How much is Guerdon Stearns Holden Trust Fbo Cleveland required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Guerdon Stearns Holden Trust Fbo Cleveland reported a distributable amount of $224K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Guerdon Stearns Holden Trust Fbo Cleveland's EIN?

Guerdon Stearns Holden Trust Fbo Cleveland's EIN (Employer Identification Number) is 34-6936533. IRS Form 990 filing data is available on this page for 2020–2024.