Stella B Gross Charitable Trust
The Stella B Gross Charitable Trust is a private foundation based in Chicago, Illinois. Its 2026 filing lists 17 grants totaling $300,000, all to recipients in California.
Stella B Gross Charitable Trust at a glance
In short: Stella B Gross Charitable Trust gave $300K across 17 grants in 2026 (avg $18K), mostly in California. 12% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $300,000
- -37.5% vs 2025
- Grants made (2026)
- 17
- -43.3% vs 2025
- Average grant
- $17,647
- +10.3% vs 2025
- Median grant
- $10,000
- Total assets
- $4,163,515
- -1.1% vs 2025
- New grantees (estimate)
- 12% first-time grantees (2 of 17, 2026; small sample)
- Primary geography
- California (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Stella B Gross Charitable Trust
- How to Apply
-
The 2025 filing says the trust does not restrict giving to preselected organizations. It lists BMO Bank N A as the contact, specifies no set format for application materials, and states that applicants must be tax-exempt under IRC Section 501(c)(3) and located in Santa Clara County, California.
- Review Cycle
- None listed.
- Deadline
- None listed.
- Contact
Application contact: Bmo Bank N A
Mailing address: 50 W Fernando St Ste 425, San Jose, CA 95113
Phone: (408) 790-2133
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Stella B Gross Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was African Diaspora Network ($70K). Together the top 10 received $250K.
Grant Size Distribution
116 grants across all recorded years
The most common grant size was under $50K: 114 grants of 116 (98%).
Geographic Focus
Where this funder awards grants
All 2026 grant dollars went to recipients in California. The trust’s 2025 filing states that eligible organizations must be located in Santa Clara County, California.
Grant Distribution by State
Share of 2026 grant dollars across all 17 itemized grants.
States
Cities
Is Stella B Gross Charitable Trust open to new grantees?
12%
first-time grantees, 2026
In 2026, 2 of 17 grantees (12%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $50K; repeat grants $13K. How we count
Medians: $50K first-time, $10K repeat.
- 88% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (+0%). Method
- In 2026 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $150K (2024) to $480K (2025). In 2026 it made 17 grants totaling $300K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| African Diaspora Network Santa Clara, CA | General Support | $70,000 |
| Catholic Charities Dioces of San Jose San Jose, CA | Program Support | $40,000 |
| San Jose Sports Authority San Jose, CA | Charitable | $30,000 |
| Cristo Rey San Jose Jesuit High School San Jose, CA | General Support | $25,000 |
| Santa Clara University Santa Clara, CA | General Support | $20,000 |
| Notre Dame High School San Jose, CA | General Support | $15,000 |
| Bellarmine College Prep San Jose, CA | General Support | $15,000 |
| Child Advocates Milpitas, CA | General Support | $15,000 |
| San Jose Aux L Packard Chldrens Hosp San Jose, CA | Program Support | $10,000 |
| Via Services Rehab Santa Clara, CA | Program Support | $10,000 |
Ready to take the next step with Stella B Gross Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $4,163,515 | $372,896 | $417,792 | $300,000 | 17 | $357,380 | $313,275 | $427,816 |
| 2025 | $4,208,980 | $68,793 | $596,477 | $480,000 | 30 | $535,678 | $73,701 | $381,566 |
| 2024 | $4,735,348 | $141,100 | $257,428 | $150,000 | 17 | $201,423 | $90,331 | $345,269 |
| 2023 | $4,854,568 | $81,020 | $418,984 | $300,000 | 26 | $348,221 | $71,828 | $320,658 |
| 2022 | $5,191,003 | $588,961 | $437,197 | $300,000 | 26 | $357,415 | $518,061 | $366,504 |
| 2021 | $5,040,406 | $482,202 | $474,516 | $330,000 | 21 | — | $408,013 | $357,712 |
Under IRS private-foundation payout rules, Stella B Gross Charitable Trust reported a distributable amount of $428K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2026 grants went to organizations including schools, charities, a university, a sports authority, a hospital, and community-service organizations.
Grantee missions illustrate the range of organizations supported. African Diaspora Network describes its mission as engaging the capacity of African and friends of Africa communities to support economic and social development across Africa and the communities in which they live. Our City Forest says it works to cultivate a greener, healthier urban environment and a renewed sense of community through residents’ involvement in the urban forest. Humane Society Silicon Valley describes its mission as saving lives, keeping families together, and creating a better future for pets and their people.
Grantmaking
In 2026, the trust reported 17 grants totaling $300,000. Grant amounts ranged from $5,000 to $70,000, with a median of $10,000. Among the largest awards were $70,000 to African Diaspora Network for general support; $40,000 to Catholic Charities for program support; $30,000 to San Jose Sports Authority for charitable purposes; and $25,000 to Cristo Rey San Jose Jesuit High School for general support. Other listed awards included $20,000 to Santa Clara University and $15,000 each to Notre Dame High School, Bellarmine College Prep, and Child Advocates.
Leadership & Key People
Leadership team and compensation from IRS filings
BMO Bank N A is listed as trustee on the 2026 filing.
Stella B Gross Charitable Trust's only listed officer is BMO Bank N A, Trustee on every filing since 2024 (compensated).
Officers on the 2026 filing
BMO Bank N A
Trustee
On filings since 2024
4 hrs/week
$65K (2024) → $82K (2026)
Former officers (2)
- Former: BOW Bank N A (2023) — Trustee
- Former: Bank Of The West (2021–2022) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $82K, to BMO Bank N a (Trustee).
Frequently asked questions about Stella B Gross Charitable Trust
How much does Stella B Gross Charitable Trust give each year?
Stella B Gross Charitable Trust gave $300K across 17 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $480K across 30 grants.
What is Stella B Gross Charitable Trust's typical grant size?
Stella B Gross Charitable Trust's median grant in 2026 was $10,000, and its average grant was $17,647, across 17 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from Stella B Gross Charitable Trust that year got $50K on average.
Where does Stella B Gross Charitable Trust give grants?
Stella B Gross Charitable Trust gives mostly in California: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Jose, CA (9 grants), Santa Clara, CA (3 grants) and Milpitas, CA (3 grants).
Does Stella B Gross Charitable Trust give general operating support?
Yes: 71% of Stella B Gross Charitable Trust's 2026 grants with a stated purpose (12 of 17) were for general or operating support, per its 2026 IRS Form 990-PF. Recurring purposes include "Program Support" (4 grants).
Who are Stella B Gross Charitable Trust's largest grantees?
Stella B Gross Charitable Trust's largest 2026 grantees include African Diaspora Network ($70,000), Catholic Charities Dioces of San Jose ($40,000) and San Jose Sports Authority ($30,000), according to its 2026 IRS Form 990-PF. Together they received 47% of its itemized 2026 grant dollars.
How large is Stella B Gross Charitable Trust?
Stella B Gross Charitable Trust reported $4.2M in total assets on its 2026 IRS Form 990-PF. It paid out $357K in qualifying distributions that year, against a required minimum of $428K (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 does Stella B Gross Charitable Trust fund?
No mission statement for the trust is provided. Its 2026 grants went to organizations including schools, charities, a university, a sports authority, a hospital, and community-service organizations. See mission & focus areas ↑
How do I apply for a grant from Stella B Gross Charitable Trust?
The 2025 filing says the trust does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Stella B Gross Charitable Trust's EIN?
Stella B Gross Charitable Trust's EIN (Employer Identification Number) is 23-7142181. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 9, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 8, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 8, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 22, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS August 20, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 11, 2026)
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). Stella B Gross Charitable Trust funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/stella-b-gross-charitable-trust-morg_ed686aeb8895414eb8a0cc251c27ed2c
BibTeX
@misc{grantable_237142181_2026,
author = {{Grantable}},
title = {{Stella B Gross Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/stella-b-gross-charitable-trust-morg_ed686aeb8895414eb8a0cc251c27ed2c},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Stella B Gross Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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