Stafford Family Trust UA
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.
Stafford Family Trust UA at a glance
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.
- Annual giving (2025)
- $20,000
- +25.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $20,000
- +25.0% vs 2024
- Median grant
- $20,000
- Total assets
- $317,448
- -5.3% vs 2024
- Primary geography
- North Carolina (100% 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 Stafford Family Trust UA funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Crossnore Presbyterian Church ($20K).
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 7 grants of 7 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $16K (2024) to $24K (2022). In 2025 it made 1 grant totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Crossnore Presbyterian Church Crossnore, NC | General Operating | $20,000 |
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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 | $317,448 | $15,075 | $33,008 | $20,000 | 1 | $25,488 | $7,101 | $25,570 |
| 2024 | $335,278 | $19,191 | $29,495 | $16,000 | 1 | $21,168 | $12,143 | $24,258 |
| 2023 | $345,843 | $56,872 | $30,046 | $19,000 | 1 | $23,582 | $50,291 | $21,866 |
| 2022 | $319,303 | $9,678 | $35,949 | $24,000 | 2 | $28,335 | $2,038 | $23,682 |
| 2021 | $345,613 | $13,468 | $32,538 | $20,000 | 2 | $24,443 | $5,014 | $26,546 |
| 2020 | $364,855 | $10,405 | $31,198 | $20,000 | 2 | — | $3,324 | $23,395 |
| 2019 | $385,771 | $37,013 | $32,243 | $22,000 | 2 | — | $30,247 | $23,547 |
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.
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
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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
Live grants for the work Stafford Family Trust UA funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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