Stam Joseph W Charitabl Trust 8102212
Stam Joseph W Charitabl Trust 8102212 is a private foundation, based in Salt Lake City, UT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $361K in total assets. In 2025, it awarded 1 grant totaling $13K. Net investment income was $25K.
Stam Joseph W Charitabl Trust 8102212 at a glance
In short: Stam Joseph W Charitabl Trust 8102212 gave $13K across 1 grant in 2025 (avg $13K), mostly in Utah. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $13,310
- +19.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $13,310
- +19.8% vs 2024
- Median grant
- $13,310
- Total assets
- $360,581
- +2.1% vs 2024
- Primary geography
- Utah (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Stam Joseph W Charitabl Trust 8102212 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Church of Jesus Christ of Latter Day Saints ($13K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (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 Stam Joseph W Charitabl Trust 8102212 gives
- Giving fell 34% from 2022 to 2025. Method
- In 2025 it paid out 94% 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 2020 to 2025, annual grant giving ranged from $10K (2021) to $26K (2023). In 2025 it made 1 grant totaling $13K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Church of Jesus Christ of Latter Day Saints Salt Lake City, UT | Missionary Services | $13,310 |
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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 | $360,581 | $27,490 | $19,626 | $13,310 | 1 | $17,329 | $25,472 | $18,359 |
| 2024 | $353,008 | $19,636 | $17,270 | $11,111 | 1 | $15,145 | $17,762 | $18,028 |
| 2023 | $351,280 | $17,510 | $31,473 | $25,705 | 1 | $29,527 | $15,465 | $17,341 |
| 2022 | $365,527 | $17,194 | $26,987 | $20,221 | 1 | $22,204 | $12,976 | $18,786 |
| 2021 | $375,404 | $36,551 | $15,560 | $9,830 | 1 | $11,645 | $32,901 | $21,446 |
| 2020 | $361,815 | $24,944 | $23,336 | $18,841 | 1 | — | $21,778 | $19,409 |
Under IRS private-foundation payout rules, Stam Joseph W Charitabl Trust 8102212 reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Stam Joseph W Charitabl Trust 8102212 is led by Zions Bancorporation, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
Zions Bancorporation
Trustee
On filings since 2020
5 hrs/week
$3K (2020) → $5K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $5K, to Zions Bancorporation (Trustee).
Frequently asked questions about Stam Joseph W Charitabl Trust 8102212
How much does Stam Joseph W Charitabl Trust 8102212 give each year?
Stam Joseph W Charitabl Trust 8102212 gave $13K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 1 grant.
How large is Stam Joseph W Charitabl Trust 8102212?
Stam Joseph W Charitabl Trust 8102212 reported $361K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $18K (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 Stam Joseph W Charitabl Trust 8102212 operate?
Stam Joseph W Charitabl Trust 8102212 has awarded grants in Utah.
What is Stam Joseph W Charitabl Trust 8102212's EIN?
Stam Joseph W Charitabl Trust 8102212's EIN (Employer Identification Number) is 87-0639862. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 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 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
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