J H Stafford Charitable Trust

BROOKLYN, OH EIN: 87-6149965

J H Stafford Charitable Trust is a private foundation, based in BROOKLYN, OH. IRS filing data is available from 2021 through 2023. As of 2023, the organization holds $126K in total assets. In 2023, it awarded 4 grants totaling $3K. Net investment income was $10K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

$126K

+4.7% YoY

Annual Giving

$3K

-52.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$779.75

-52.1% YoY

Under IRS private-foundation payout rules, J H Stafford Charitable Trust reported a distributable amount of $7K for 2023 — the minimum it must pay out in qualifying distributions.

About J H Stafford Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $13K (62%)

Utah $8K (38%)

States

California Utah

Cities

Los AngelesOgdenPasadena

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	$125,781	$120,184	$122,056
Revenue	$10,788	$6,974	$11,087
Expenses	$5,194	$8,846	$13,022
Qualifying Distributions	$3,994	$7,389	$11,843
Net Investment Income	$9,607	$5,778	$9,895
Distributable Amount	$7,153	$7,436	$8,525

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2023

Grant Size Distribution

12 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Huntington Med Res Institute ($1,559), Mckay Dee Foundation ($780), Weber State University ($390).

Recipient	Purpose	Amount
WEBER STATE UNIVERSITY OGDEN, UT	SCHOLARSHIP	$390
MCKAY DEE FOUNDATION OGDEN, UT	RESEARCH ACTIVITIES	$780
OCCIDENTAL COLLEGE LOS ANGELES, CA	SCHOLARSHIP	$390
HUNTINGTON MED RES INSTITUTE PASADENA, CA	RESEARCH ACTIVITIES	$1,559

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
KEYBANK NATIONAL ASSOCIATION	TRUSTEE	1	$1,500

Frequently Asked Questions

How large is J H Stafford Charitable Trust?

As of 2023, J H Stafford Charitable Trust holds $126K in total assets with $11K in annual revenue. It awarded 4 grants totaling $3K in 2023.

Where does J H Stafford Charitable Trust operate?

J H Stafford Charitable Trust has awarded grants in California, Utah.

What size grants does J H Stafford Charitable Trust award?

In 2023, J H Stafford Charitable Trust awarded 4 grants totaling $3K — an average of about $779.75 per grant, based on its IRS Form 990 filings.

How much is J H Stafford Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, J H Stafford Charitable Trust reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.