Jean Stalder Charitable Trust
Jean Stalder Charitable Trust is a private foundation, based in Pennington, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $4.4M in total assets. In 2025, it awarded 5 grants totaling $318K. Net investment income was $359K.
Jean Stalder Charitable Trust at a glance
In short: Jean Stalder Charitable Trust gave $318K across 5 grants in 2025 (avg $64K), top state Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $318,082
- +5.8% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $63,616
- +5.8% vs 2024
- Median grant
- $64,501
- Total assets
- $4,403,717
- +0.2% vs 2024
- Primary geography
- Illinois (20% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Jean Stalder Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was The Alzheimers Association ($65K). Together the top 5 received $318K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was in the $50–100K range: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Jean Stalder Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 128% of 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 2025, annual grant giving ranged from $278K (2023) to $371K (2022). In 2025 it made 5 grants totaling $318K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Alzheimers Association Chicago, IL | Unrestricted General | $64,505 |
| The American Heart Association St Petersburg, FL | Unrestricted General | $64,501 |
| Nat'l Ovarian Cancer Coalition Dallas, TX | Unrestricted General | $64,501 |
| Arthritis Foundation Atlanta, GA | Unrestricted General | $64,500 |
| The American Diabetes Assoc Merrifield, VA | Unrestricted General | $60,075 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,403,717 | $402,376 | $395,305 | $318,082 | 5 | $344,442 | $359,045 | $270,005 |
| 2024 | $4,395,999 | $384,691 | $368,951 | $300,534 | 5 | $337,930 | $356,840 | $254,867 |
| 2023 | $4,380,367 | $207,142 | $348,618 | $278,041 | 5 | $317,341 | $171,818 | $235,314 |
| 2022 | $4,552,493 | $145,610 | $451,829 | $371,109 | 5 | $410,630 | $115,501 | $252,558 |
| 2021 | $4,796,104 | $555,251 | $426,569 | $348,397 | 5 | $392,114 | $522,007 | $293,467 |
| 2020 | $4,669,226 | $280,412 | $396,349 | $326,179 | 5 | — | $246,160 | $251,840 |
| 2019 | $4,780,984 | $270,632 | $365,745 | $287,521 | 5 | — | $243,080 | $250,651 |
Under IRS private-foundation payout rules, Jean Stalder Charitable Trust reported a distributable amount of $270K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jean Stalder Charitable Trust's only listed officer is Bank Of America N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America N A
Trustee
On filings since 2019
2 hrs/week
$61K (2019) → $66K (2025)
Data from IRS Form 990 filings, 2019–2025. "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
The highest reported compensation on the 2025 filing was $66K, to Bank of America N a (Trustee).
Frequently asked questions about Jean Stalder Charitable Trust
How much does Jean Stalder Charitable Trust give each year?
Jean Stalder Charitable Trust gave $318K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $301K across 5 grants.
What is Jean Stalder Charitable Trust's typical grant size?
Jean Stalder Charitable Trust's median grant in 2025 was $64,501, and its average grant was $63,616, across 5 grants on its 2025 IRS Form 990-PF.
Where does Jean Stalder Charitable Trust give grants?
Jean Stalder Charitable Trust's top state is Illinois, with 20% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Florida (20%) and Texas (20%).
Does Jean Stalder Charitable Trust give general operating support?
Yes: 100% of Jean Stalder Charitable Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Jean Stalder Charitable Trust's largest grantees?
Jean Stalder Charitable Trust's largest 2025 grantees include The Alzheimers Association ($64,505), The American Heart Association ($64,501) and Nat'l Ovarian Cancer Coalition ($64,501), according to its 2025 IRS Form 990-PF. Together they received 61% of its itemized 2025 grant dollars.
How large is Jean Stalder Charitable Trust?
Jean Stalder Charitable Trust reported $4.4M in total assets on its 2025 IRS Form 990-PF. It paid out $344K in qualifying distributions that year, against a required minimum of $270K (roughly 5% of its investment assets).
What is Jean Stalder Charitable Trust's EIN?
Jean Stalder Charitable Trust's EIN (Employer Identification Number) is 30-6508843. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2019–2024
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