Stockder Henry H Trust

WATERBURY, CT EIN: 06-6033459

Stockder Henry H Trust is a private foundation, based in WATERBURY, CT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 1 grants totaling $130K. Net investment income was $72K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.8M

-3.5% YoY

Annual Giving

$130K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$130K

+0.0% YoY

Under IRS private-foundation payout rules, Stockder Henry H Trust reported a distributable amount of $155K for 2024 — the minimum it must pay out in qualifying distributions.

About Stockder Henry H Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $520K (100%)

States

Connecticut

Cities

Newington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,812,343	$1,877,883	$1,919,034
Revenue	$100,381	$118,152	$170,337
Expenses	$164,311	$159,190	$164,287
Qualifying Distributions	$141,270	$136,722	$133,731
Net Investment Income	$71,962	$96,494	$144,343
Distributable Amount	$154,695	$140,264	$149,822

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Midstate Medical Center ($130,080).

Recipient	Purpose	Amount
MIDSTATE MEDICAL CENTER Newington, CT	GENERAL PURPOSE	$130,080

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WEBSTER BANK	TRUSTEE	5	$27,560

Frequently Asked Questions

How large is Stockder Henry H Trust?

As of 2024, Stockder Henry H Trust holds $1.8M in total assets with $100K in annual revenue. It awarded 1 grants totaling $130K in 2024.

Where does Stockder Henry H Trust operate?

Stockder Henry H Trust has awarded grants in Connecticut.

What size grants does Stockder Henry H Trust award?

In 2024, Stockder Henry H Trust awarded 1 grants totaling $130K — an average of about $130K per grant, based on its IRS Form 990 filings.

How much is Stockder Henry H Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Stockder Henry H Trust reported a distributable amount of $155K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.