Jean Stalder Charitable Trust

PENNINGTON, NJ EIN: 30-6508843

Jean Stalder Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 5 grants totaling $301K. Net investment income was $357K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.4M

+0.4% YoY

Annual Giving

$301K

+8.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$60K

+8.1% YoY

Under IRS private-foundation payout rules, Jean Stalder Charitable Trust reported a distributable amount of $255K for 2024 — the minimum it must pay out in qualifying distributions.

About Jean Stalder Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $329K (20%)

Texas $329K (20%)

Georgia $329K (20%)

Virginia $307K (19%)

Missouri $212K (13%)

Florida $117K (7%)

States

Florida Georgia Illinois Missouri Texas Virginia

Cities

ArlingtonAtlantaChicagoDallasJacksonMerrifieldSt Petersburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,395,999	$4,380,367	$4,552,493
Revenue	$384,691	$207,142	$145,610
Expenses	$368,951	$348,618	$451,829
Qualifying Distributions	$337,930	$317,341	$410,630
Net Investment Income	$356,840	$171,818	$115,501
Distributable Amount	$254,867	$235,314	$252,558

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Alzheimers Disease and Related Disorders ($60,944), American Heart Association Inc ($60,943), Arthritis Foundation ($60,942).

Recipient	Purpose	Amount
AMERICAN DIABETES ASSOCIATION INC MERRIFIELD, VA	GENERAL OPERATING	$56,765
ALZHEIMERS DISEASE AND RELATED DISORDERS CHICAGO, IL	GENERAL OPERATING	$60,944
AMERICAN HEART ASSOCIATION INC ST PETERSBURG, FL	GENERAL OPERATING	$60,943
ARTHRITIS FOUNDATION ATLANTA, GA	GENERAL OPERATING	$60,942
NAT'L OVARIAN CANCER COALITION DALLAS, TX	GENERAL OPERATING	$60,940

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA N A	TRUSTEE	2	$62,326

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Jean Stalder Charitable Trust?

Jean Stalder Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. It holds $4.4M in total assets as of 2024.

How large is Jean Stalder Charitable Trust?

As of 2024, Jean Stalder Charitable Trust holds $4.4M in total assets with $385K in annual revenue. It awarded 5 grants totaling $301K in 2024.

Where does Jean Stalder Charitable Trust operate?

Jean Stalder Charitable Trust has awarded grants in Florida, Georgia, Illinois, Missouri, Texas, Virginia.

What size grants does Jean Stalder Charitable Trust award?

In 2024, Jean Stalder Charitable Trust awarded 5 grants totaling $301K — an average of about $60K per grant, based on its IRS Form 990 filings.

How much is Jean Stalder Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jean Stalder Charitable Trust reported a distributable amount of $255K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.