Stafford Family Trust UA

Private foundation · Grantmaker Saint Louis, MO EIN: 56-6570127

Stafford Family Trust UA is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $317K in total assets. In 2025, it awarded 1 grant totaling $20K. Net investment income was $7K.

Key facts about Stafford Family Trust UA

In short: Stafford Family Trust UA gave $20K across 1 grant in 2025 (avg $20K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.

EIN
56-6570127
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$20,000
Grants made (2025)
1
Average grant
$20,000
Median grant
$20,000
Total assets
$317,448
Primary geography
North Carolina (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

$317K

-5.3% YoY

Annual Giving

$20K

+25.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$20K

+25.0% YoY

Under IRS private-foundation payout rules, Stafford Family Trust UA reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.

How Stafford Family Trust UA gives

  • Giving held roughly steady from 2022 to 2025 (−17%). Method
  • In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 the 2025 grant dollars on its one itemized grant.

Cities

CrossnoreBanner Elk

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K2 grants2019 2 grants2020 2 grants2021 2 grants2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $16K (2024) to $24K (2022). In 2025 it made 1 grant totaling $20K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Crossnore Presbyterian Church: $20KCrossnore Presbyterian Church$20K

The largest 2025 recipient was Crossnore Presbyterian Church ($20K).

Grant Size Distribution

7 grants across all recorded years

7<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 7 grants of 7 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Crossnore Presbyterian Church Crossnore, NCGeneral Operating$20,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$317,448$335,278$345,843
Revenue$15,075$19,191$56,872
Expenses$33,008$29,495$30,046
Qualifying Distributions$25,488$21,168$23,582
Net Investment Income$7,101$12,143$50,291
Distributable Amount$25,570$24,258$21,866

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)

Leadership & Key People

Officers and directors from IRS filings

Stafford Family Trust UA's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Wells Fargo Bank N A

    Trustee

    Co-Trustee → Trustee, 2020

    On filings since 2019

    1 hr/week

    $8K (2019) → $9K (2025)

  • William M. Sloop Jr.

    Co-Trustee

    On filings since 2021

    1 hr/week

    $2K (2021) → $2K (2025)

Former officers (1)
  • Former: Charles H. Sloop (2019–2020) — Co-Trustee

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

Wells Fargo Bank N a — Trustee: $9KWells Fargo Bank N aTrustee$9KWilliam M Sloop Jr — Co-Trustee: $2KWilliam M Sloop JrCo-Trustee$2K

The highest reported compensation on the 2025 filing was $9K, to Wells Fargo Bank N a (Trustee). 2 officers or directors reported compensation on that filing.

Frequently asked questions about Stafford Family Trust UA

How much does Stafford Family Trust UA give each year?

Stafford Family Trust UA gave $20K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 1 grant.

How large is Stafford Family Trust UA?

Stafford Family Trust UA reported $317K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Stafford Family Trust UA operate?

Stafford Family Trust UA has awarded grants in North Carolina.

What is Stafford Family Trust UA's EIN?

Stafford Family Trust UA's EIN (Employer Identification Number) is 56-6570127. 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.

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