Guerdon Stearns Holden Trust FBO Cleveland
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 grant totaling $189K. Net investment income was $501K.
Guerdon Stearns Holden Trust FBO Cleveland at a glance
In short: Guerdon Stearns Holden Trust FBO Cleveland gave $189K across 1 grant in 2024 (avg $189K), mostly in Ohio. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $188,755
- +5.9% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $188,755
- +5.9% vs 2023
- Median grant
- $188,755
- Total assets
- $2,273,527
- +15.2% vs 2023
- Primary geography
- Ohio (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Guerdon Stearns Holden Trust FBO Cleveland funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Cleveland Museum of Art ($189K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Guerdon Stearns Holden Trust FBO Cleveland gives
- Giving grew 24% from 2021 to 2024. Method
- In 2024 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $140K (2020) to $195K (2022). In 2024 it made 1 grant totaling $189K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cleveland Museum of Art Cleveland, OH | General Operating | $188,755 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,273,527 | $531,374 | $231,707 | $188,755 | 1 | $194,440 | $500,582 | $223,973 |
| 2023 | $1,973,860 | $330,679 | $200,748 | $178,291 | 1 | $181,286 | $301,718 | $174,698 |
| 2022 | $1,844,129 | $6,326 | $221,817 | $195,199 | 1 | $196,957 | $12,995 | $170,365 |
| 2021 | $2,059,620 | $377,562 | $180,390 | $151,871 | 1 | $153,646 | $357,084 | $187,327 |
| 2020 | $1,862,784 | $186,328 | $159,480 | $140,136 | 1 | — | $168,981 | $161,123 |
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.
Leadership & Key People
Officers and directors from IRS filings
Guerdon Stearns Holden Trust FBO Cleveland's 2024 filing lists 2 officers; all 2 officers listed in 2024 are compensated.
Officers on the 2024 filing
Daniel A. Ogden
Co-Trustee
On filings since 2020
$632 (2020) → $1K (2024)
Robert Vail
Co-Trustee
New on the 2024 filing
$778 (2024)
Former officers (2)
- Former: Richard O. Gildersleeve (2020–2023) — Co-Trustee
- Former: Thomas V. H. Vail (2020–2023) — Co-Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $1K, to Daniel a Ogden (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Guerdon Stearns Holden Trust FBO Cleveland
How much does Guerdon Stearns Holden Trust FBO Cleveland give each year?
Guerdon Stearns Holden Trust FBO Cleveland gave $189K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $178K across 1 grant.
How large is Guerdon Stearns Holden Trust FBO Cleveland?
Guerdon Stearns Holden Trust FBO Cleveland reported $2.3M in total assets on its 2024 IRS Form 990-PF. It paid out $194K in qualifying distributions that year, against a required minimum of $224K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Guerdon Stearns Holden Trust FBO Cleveland operate?
Guerdon Stearns Holden Trust FBO Cleveland has awarded grants in Ohio.
What is Guerdon Stearns Holden Trust FBO Cleveland's EIN?
Guerdon Stearns Holden Trust FBO Cleveland's EIN (Employer Identification Number) is 34-6924588. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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