James M Stockman Charitable Trust

Private foundation · Grantmaker Frederick, MD EIN: 33-6943646

James M Stockman Charitable Trust is a private foundation, based in Frederick, MD. IRS filing data is available for 2025. As of 2025, the organization holds $15.1M in total assets. In 2025, it awarded 2 grants totaling $500K. Net investment income was $1.2M.

Key facts about James M Stockman Charitable Trust

In short: James M Stockman Charitable Trust gave $500K across 2 grants in 2025 (avg $250K), mostly in Maryland. Source: 2025 IRS Form 990-PF.

EIN
33-6943646
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$500,000
Grants made (2025)
2
Average grant
$250,000
Median grant
$250,000
Total assets
$15,143,625
Primary geography
Maryland (100% 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

$15.1M

Annual Giving

$500K

Grant Count

2

Avg Grant Size

$250K

Under IRS private-foundation payout rules, James M Stockman Charitable Trust reported a distributable amount of $185K for 2025 — the minimum it must pay out in qualifying distributions.

How James M Stockman Charitable Trust gives

  • In 2025 it paid out 282% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

College ParkFrederick

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K2 grants2025

In 2025 it made 2 grants totaling $500K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

James M Stockman Cancer Institute Oncology & Hematology: $250KJames M Stockman CancerInstitute Oncology &…$250KUmcp Scholarship Fund: $250KUmcp Scholarship Fund$250K

The largest 2025 recipient was James M Stockman Cancer Institute Oncology & Hematology ($250K). Together the top 2 received $500K.

Grant Size Distribution

2 grants across all recorded years

<$50K$50–100K$100–250K2$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $250–500K range: 2 grants of 2 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
James M Stockman Cancer Institute Oncology & Hematology Frederick, MDSupport Cancer Research$250,000
Umcp Scholarship Fund College Park, MDSupport Educational Learning of Students$250,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$10M$15M$20M2025
Metric2025
Total Assets$15,143,625
Revenue$15,745,670
Expenses$602,045
Qualifying Distributions$520,628
Net Investment Income$1,188,356
Distributable Amount$184,718

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS August 5, 2026)

Leadership & Key People

Officers and directors from IRS filings

James M Stockman Charitable Trust's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Karen Miller

    Trustee

    New on the 2025 filing

    1 hr/week

    $2K (2025)

  • Janet McCurdy

    Trustee

    New on the 2025 filing

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 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

Karen Miller — Trustee: $2KKaren MillerTrustee$2K

The highest reported compensation on the 2025 filing was $2K, to Karen Miller (Trustee).

Frequently asked questions about James M Stockman Charitable Trust

How much does James M Stockman Charitable Trust give each year?

James M Stockman Charitable Trust gave $500K across 2 grants in 2025, according to its 2025 IRS Form 990-PF.

How large is James M Stockman Charitable Trust?

James M Stockman Charitable Trust reported $15.1M in total assets on its 2025 IRS Form 990-PF. It paid out $521K in qualifying distributions that year, against a required minimum of $185K (roughly 5% of its investment assets).

Where does James M Stockman Charitable Trust operate?

James M Stockman Charitable Trust has awarded grants in Maryland.

What is James M Stockman Charitable Trust's EIN?

James M Stockman Charitable Trust's EIN (Employer Identification Number) is 33-6943646. IRS Form 990 filing data is available on this page for 2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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