Stamey Charitable Trust XXX-XX-XXXX
Stamey Charitable Trust XXX-XX-XXXX is a private foundation, based in St. Louis, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.1M in total assets. In 2025, it awarded 8 grants totaling $123K. Net investment income was $84K.
Stamey Charitable Trust XXX-XX-XXXX at a glance
In short: Stamey Charitable Trust XXX-XX-XXXX gave $123K across 8 grants in 2025 (avg $15K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $122,732
- +15.7% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $15,342
- +15.7% vs 2024
- Median grant
- $12,273
- Total assets
- $2,130,119
- -1.8% vs 2024
- Primary geography
- North Carolina (65% 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 Stamey Charitable Trust XXX-XX-XXXX funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Shriner's Hospital for Children Trust/Investment Accounting Team ($31K). Together the top 8 received $123K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 40 grants of 40 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Stamey Charitable Trust XXX-XX-XXXX gives
- Giving grew 22% from 2022 to 2025. Method
- In 2025 it paid out 96% 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 2021 to 2025, annual grant giving ranged from $88K (2021) to $123K (2025). In 2025 it made 8 grants totaling $123K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriner's Hospital for Children Trust/Investment Accounting Team Tampa, FL | General | $30,684 |
| Haywood Community College Fdn Clyde, NC | General | $18,410 |
| Waynesville Masonic Lodge No 259 Canton, NC | General | $12,273 |
| Scottish Rite Foundation SJ USA Washington, DC | General | $12,273 |
| Sweet Water Baptist Church Haynesville, NC | General | $12,273 |
| Masonic Home for Children at Oxford Oxford, NC | General | $12,273 |
| Buchanan Cemetery Waynesville, NC | General | $12,273 |
| Clyde Central United Methodist CHU Clyde, NC | General | $12,273 |
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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 | $2,130,119 | $118,476 | $156,475 | $122,732 | 8 | $123,332 | $84,162 | $128,885 |
| 2024 | $2,168,116 | $80,399 | $137,726 | $106,071 | 8 | $106,671 | $49,327 | $123,334 |
| 2023 | $2,225,410 | $83,651 | $137,349 | $110,349 | 8 | $110,949 | $55,865 | $113,682 |
| 2022 | $2,279,272 | $575,939 | $133,169 | $100,892 | 8 | $107,292 | $28,500 | $110,347 |
| 2021 | $1,836,916 | $90,776 | $111,438 | $87,729 | 8 | $88,329 | $68,000 | $100,894 |
| 2020 | $1,857,837 | $1,739,909 | $6,769 | — | — | — | $13,393 | $87,728 |
Under IRS private-foundation payout rules, Stamey Charitable Trust XXX-XX-XXXX reported a distributable amount of $129K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Stamey Charitable Trust XXX-XX-XXXX's only listed officer is Edward Jones Trust Company, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Edward Jones Trust Company
Trustee
On filings since 2020
2 hrs/week
$7K (2020) → $31K (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 $31K, to Edward Jones Trust Company (Trustee).
Frequently asked questions about Stamey Charitable Trust XXX-XX-XXXX
How much does Stamey Charitable Trust XXX-XX-XXXX give each year?
Stamey Charitable Trust XXX-XX-XXXX gave $123K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $106K across 8 grants.
What is Stamey Charitable Trust XXX-XX-XXXX's typical grant size?
Stamey Charitable Trust XXX-XX-XXXX's median grant in 2025 was $12,273, and its average grant was $15,342, across 8 grants on its 2025 IRS Form 990-PF.
Where does Stamey Charitable Trust XXX-XX-XXXX give grants?
Stamey Charitable Trust XXX-XX-XXXX gives mostly in North Carolina: 65% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (25%) and District of Columbia (10%). The most frequent recipient cities were Clyde, NC (2 grants).
Does Stamey Charitable Trust XXX-XX-XXXX give general operating support?
Yes: 100% of Stamey Charitable Trust XXX-XX-XXXX's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Stamey Charitable Trust XXX-XX-XXXX's largest grantees?
Stamey Charitable Trust XXX-XX-XXXX's largest 2025 grantees include Shriner's Hospital for Children Trust/Investment Accounting Team ($30,684), Haywood Community College Fdn ($18,410) and Waynesville Masonic Lodge No 259 ($12,273), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Stamey Charitable Trust XXX-XX-XXXX?
Stamey Charitable Trust XXX-XX-XXXX reported $2.1M in total assets on its 2025 IRS Form 990-PF. It paid out $123K in qualifying distributions that year, against a required minimum of $129K (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.
What is Stamey Charitable Trust XXX-XX-XXXX's EIN?
Stamey Charitable Trust XXX-XX-XXXX's EIN (Employer Identification Number) is 85-6561963. 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
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
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