Joseph W Stanley Charitable Remainder Annuity Trust

CROFTON, MD EIN: 52-6512991

Joseph W Stanley Charitable Remainder Annuity Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CROFTON, MD. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $317K in total assets. In 2024, it awarded 13 grants totaling $22K. Net investment income was $15K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$317K

-8.4% YoY

Annual Giving

$22K

+4.8% YoY

Grant Count

13

+0.0% YoY

Avg Grant Size

$2K

+4.8% YoY

Under IRS private-foundation payout rules, Joseph W Stanley Charitable Remainder Annuity Trust reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.

About Joseph W Stanley Charitable Remainder Annuity Trust

Based on IRS filings

Joseph W Stanley Charitable Remainder Annuity Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CROFTON, MD. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $317K in total assets. In 2024, it awarded 13 grants totaling $22K. Net investment income was $15K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

11states
+3 more states

Cities

BethesdaDallasDurhamGreen ValleyGreen VvvalleyKensingtonMadisonMemphisNantucketNew YorkPhiladelphiaStaten IslandVirginia BeachWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$16K$32K$48K$64K2021202220232024
Metric202420232022
Total Assets$316,792$345,811$358,335
Revenue$612$16,718$58,512
Expenses$27,492$26,428$26,360
Qualifying Distributions$22,111$21,111$21,111
Net Investment Income$14,541$11,179$53,263
Distributable Amount$21,803$22,135$21,595

Giving Over Time

Total grant dollars and number of grants per year

$0$6K$11K$17K$22K14 grants202113 grants202213 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Feeding America$3KGeorgetown Lombardi Comp…$2KMiracle Flight for Kids$2KNantucket Conservation F…$2KPatton Veterans Project$2KSt Jude Childrens Resear…$2KTunnel to Towers Foundat…$2KUSO$2KThe Aged Woman's Home of…$1KElizabeth Ann Upham Awar…$1K

Grant Size Distribution

53 grants across all recorded years

53<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Feeding America ($3,000), Georgetown Lombardi Comprehensive Cancer Ctr GU ($2,000), Miracle Flight for Kids ($2,000).

RecipientPurposeAmount
The Aged Woman's Home of Georgetown Washington, DCUnlimited$1,000
Elizabeth Ann Upham Award Foundation U of W Fdn Madison, WIUnlimited$1,000
Feeding America Washington, DCUnlimited$3,000
Georgetown Lombardi Comprehensive Cancer Ctr GU Washington, DCUnlimited$2,000
Miracle Flight for Kids Green Valley, NVUnlimited$2,000
National Association of Children of Alcoholics Kensington, MDUnlimited$1,000
Nantucket Conservation Foundation Nantucket, MAUnlimited$2,000
Operation Smile Inc Virginia Beach, VAUnlimited$1,000
Patton Veterans Project New York, NYUnlimited$2,000
Sons of the Revolution DC Washington, DCUnlimited$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Joseph W Stanley Charitable Remainder Annuity Trust?

Joseph W Stanley Charitable Remainder Annuity Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CROFTON, MD. It holds $317K in total assets as of 2024.

How large is Joseph W Stanley Charitable Remainder Annuity Trust?

As of 2024, Joseph W Stanley Charitable Remainder Annuity Trust holds $317K in total assets with $612 in annual revenue. It awarded 13 grants totaling $22K in 2024.

Where does Joseph W Stanley Charitable Remainder Annuity Trust operate?

Joseph W Stanley Charitable Remainder Annuity Trust has awarded grants in District of Columbia, Massachusetts, Maryland, North Carolina, Nevada, New York, Pennsylvania, Tennessee, Texas, Virginia, Wisconsin.

What size grants does Joseph W Stanley Charitable Remainder Annuity Trust award?

In 2024, Joseph W Stanley Charitable Remainder Annuity Trust awarded 13 grants totaling $22K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Joseph W Stanley Charitable Remainder Annuity Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph W Stanley Charitable Remainder Annuity Trust reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joseph W Stanley Charitable Remainder Annuity Trust's EIN?

Joseph W Stanley Charitable Remainder Annuity Trust's EIN (Employer Identification Number) is 52-6512991. IRS Form 990 filing data is available on this page for 2021–2024.

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

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