Stoddard Charitable Trust
The Stoddard Charitable Trust is a private foundation based in Worcester, Massachusetts. Established in 1939, it has been tax-exempt since April 1941. The trust provides grants to tax-exempt organizations across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$43.8M
-7.6% YoY
Annual Giving
$5.6M
Grant Count
1
Avg Grant Size
$5.6M
Under IRS private-foundation payout rules, Stoddard Charitable Trust reported a distributable amount of $6.4M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust's giving focuses primarily on:
- Education
- Cultural programs
- Youth agencies
- Social services
- Environmental concerns
- Health associations
- Historic preservation
- Arts and community development
The trust emphasizes support for private nonprofits and provides funding other than operating support.
Grantmaking
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Geographic Focus
Where this funder awards grants
The trust primarily funds organizations in Massachusetts, with a particular focus on the Worcester area.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year 2024:
- Total assets: $43,756,197
- Total giving: $5,625,200
- Total revenues: $4,196,502
- Total expenses: $6,532,569
- Investment income and dividends: $2,853,815
- Net gain from sale of non-inventory assets: $983,089
- Miscellaneous revenues: $359,598
Historical Assets (2022):
- Total assets: $50.2 million
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $43,756,197 | $47,346,900 | $50,245,573 |
| Revenue | $4,196,502 | — | $6,939,844 |
| Expenses | $6,532,569 | — | $6,082,647 |
| Qualifying Distributions | $6,030,939 | — | $5,201,252 |
| Net Investment Income | $3,316,230 | — | $5,987,850 |
| Distributable Amount | $6,367,392 | — | $5,536,657 |
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
151 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include See Attached List ($5,625,200).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHED LIST WORCESTER, MA | GRANTS | $5,625,200 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WARNER S FLETCHER | CHAIRMAN/TRUSTEE | 10 | — |
| ALLEN W FLETCHER | TRUSTEE | 1 | — |
| JUDITH S KING | TREASURER/TRUSTEE | 1 | — |
| VALERIE S LORING | SECRETARY/TRUSTEE | 1 | — |
| JUSTIN L FLETCHER | TRUSTEE | 1 | — |
| JENNIFER PARADEE | TRUSTEE | 1 | — |
| MEGAN FLETCHER | TRUSTEE | 1 | — |
| ROBERT LORING | TRUSTEE | 1 | — |
Contact Information
Address: 100 Front Street, 5th Floor Worcester, MA 01608-1425
Telephone: 508-459-8000
EIN: 04-6023791
Frequently Asked Questions
What does Stoddard Charitable Trust fund?
The trust's giving focuses primarily on: • Education • Cultural programs • Youth agencies • Social services • Environmental concerns • Health associations • Historic preservation • Arts and community development The trust emphasizes support for private nonprofits and provides funding other than operating support.
How do I apply for a grant from Stoddard Charitable Trust?
**Grant Activity:** • Made 134 grants in the most recent fiscal year • Typical award range: $28,000 to $500,000 **Recent Recipients:** • Worcester Art Museum • Music Worcester, Inc. (grant in October 2019)
Where does Stoddard Charitable Trust make grants?
The trust primarily funds organizations in Massachusetts, with a particular focus on the Worcester area.
What size grants does Stoddard Charitable Trust award?
In 2024, Stoddard Charitable Trust awarded 1 grants totaling $5.6M — an average of about $5.6M per grant, based on its IRS Form 990 filings.
How much is Stoddard Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Stoddard Charitable Trust reported a distributable amount of $6.4M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Stoddard Charitable Trust's EIN?
Stoddard Charitable Trust's EIN (Employer Identification Number) is 04-6023791. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Stoddard Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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