He Stumberg Sr Orphans Crippled Children & Handicapped Persons Trust
The HE Stumberg Sr Orphans Crippled Children & Handicapped Persons Trust is a private foundation based in San Antonio, Texas. Its 2024 filing is marked as the organization’s final return, so the trust appears to have wound down or stopped grantmaking.
He Stumberg Sr Orphans Crippled Children & Handicapped Persons Trust at a glance
In short: He Stumberg Sr Orphans Crippled Children & Handicapped Persons Trust gave $370K across 1 grant in 2024 (avg $370K), mostly in Texas. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $369,894
- -87.1% vs 2023
- Grants made (2024)
- 1
- -75.0% vs 2023
- Average grant
- $369,894
- -48.4% vs 2023
- Median grant
- $369,894
- Primary geography
- Texas (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to He Stumberg Sr Orphans Crippled Children & Handicapped Persons Trust
- How to Apply
The 2024 filing says applications should be submitted in letter form outlining the applicant’s need, and that awards are limited to organizations serving handicapped and crippled children or persons in the Bexar County…
The 2024 filing says applications should be submitted in letter form outlining the applicant’s need, and that awards are limited to organizations serving handicapped and crippled children or persons in the Bexar County area. These instructions are from a final return and should not be treated as current application guidance.
- Review Cycle
- The filing lists November as the application deadline. This is a past cycle, not a current deadline.
- Deadline
- The filing lists November as the application deadline.
- Contact
Application contact: L Herbert Stumberg Jr
Mailing address: 227 W Olmos Drive, San Antonio, TX 78212
Phone: (210) 271-0448
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who He Stumberg Sr Orphans Crippled Children & Handicapped Persons Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Trinity University ($370K).
Grant Size Distribution
42 grants across all recorded years
The most common grant size was under $50K: 38 grants of 42 (90%).
Geographic Focus
Where this funder awards grants
The 2024 filing says awards are limited to organizations serving eligible people in the Bexar County area. All grant dollars reported for 2024 went to a recipient in Texas.
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
Cities
How He Stumberg Sr Orphans Crippled Children & Handicapped Persons Trust gives
- Giving grew 212% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). 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 2019 to 2024, annual grant giving ranged from $119K (2020) to $2.9M (2023). In 2024 it made 1 grant totaling $370K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Trinity University San Antonio, TX | Charitable | $369,894 |
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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 | — | $77,020 | $392,109 | $369,894 | 1 | $382,570 | — | $13,503 |
| 2023 | $315,089 | $362,737 | $2,909,623 | $2,865,318 | 4 | $2,869,081 | $324,775 | $137,438 |
| 2022 | $2,879,401 | $362,946 | $225,313 | $172,500 | 11 | $185,744 | $334,051 | $156,505 |
| 2021 | $2,741,768 | $416,540 | $161,385 | $118,500 | 11 | $121,435 | $381,804 | $175,082 |
| 2020 | $2,486,613 | $174,947 | $146,588 | $118,500 | 15 | — | $166,275 | $148,961 |
| 2019 | $2,458,254 | $146,102 | $158,619 | $125,862 | 14 | — | $138,208 | $147,044 |
Under IRS private-foundation payout rules, He Stumberg Sr Orphans Crippled Children & Handicapped Persons Trust reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its filing describes award restrictions focused on organizations serving handicapped and crippled children or persons in the Bexar County area. Trinity University, the trust’s 2024 grantee, describes its own mission as excellence in teaching, research, and services.
Grantmaking
In 2024, the trust reported one grant totaling $369,894. The sole grant, to Trinity University, was also the smallest, largest, and median grant that year. Earlier filings report four grants totaling $2,865,318 in 2023 and 11 grants totaling $172,500 in 2022.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Belle Berg, Louis H Stumberg Jr, and Mary Pat Stumberg as trustees.
He Stumberg Sr Orphans Crippled Children & Handicapped Persons Trust's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Belle Berg
Trustee
On filings since 2019
1 hr/week
No compensation reported
Louis H. Stumberg Jr.
Trustee
On filings since 2019
1 hr/week
No compensation reported
Mary Pat Stumberg
Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about He Stumberg Sr Orphans Crippled Children & Handicapped Persons Trust
How much does He Stumberg Sr Orphans Crippled Children & Handicapped Persons Trust give each year?
He Stumberg Sr Orphans Crippled Children & Handicapped Persons Trust gave $370K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $2.9M across 4 grants.
What does He Stumberg Sr Orphans Crippled Children & Handicapped Persons Trust fund?
No mission statement for the trust is provided. Its filing describes award restrictions focused on organizations serving handicapped and crippled children or persons in the Bexar County area. See mission & focus areas ↑
How do I apply for a grant from He Stumberg Sr Orphans Crippled Children & Handicapped Persons Trust?
The 2024 filing says applications should be submitted in letter form outlining the applicant’s need, and that awards are limited to organizations serving handicapped and crippled children or persons in the Bexar County… Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does He Stumberg Sr Orphans Crippled Children & Handicapped Persons Trust make grants?
The 2024 filing says awards are limited to organizations serving eligible people in the Bexar County area. All grant dollars reported for 2024 went to a recipient in Texas.
How much is He Stumberg Sr Orphans Crippled Children & Handicapped Persons Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, He Stumberg Sr Orphans Crippled Children & Handicapped Persons Trust reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is He Stumberg Sr Orphans Crippled Children & Handicapped Persons Trust's EIN?
He Stumberg Sr Orphans Crippled Children & Handicapped Persons Trust's EIN (Employer Identification Number) is 74-6063272. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
- IRS filings on file for fiscal years 2020–2024
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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from He Stumberg Sr Orphans Crippled Children & Handicapped Persons Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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