Stoddard Charitable Trust

WORCESTER, MA EIN: 04-6023791

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

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

15states
+7 more states

Cities

AuburnBaltimoreBarreBerkeleyBerkleyBosemanBosonBostonBoylstonBozemanBraintreeBrunswickBryn MawrCanaanCape PorpoiseConcordDallasEdgecombEllworthFindlay

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
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M20202021202220232024
Metric202420232022
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

$0$1M$3M$4M$6M126 grants2020145 grants2021152 grants20220 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SEE ATTACHED LIST$5.6M

Grant Size Distribution

151 grants across all recorded years

121<$50K8$50–100K17$100–250K2$250–500K2$500K–1M$1–5M1$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
WARNER S FLETCHERCHAIRMAN/TRUSTEE10
ALLEN W FLETCHERTRUSTEE1
JUDITH S KINGTREASURER/TRUSTEE1
VALERIE S LORINGSECRETARY/TRUSTEE1
JUSTIN L FLETCHERTRUSTEE1
JENNIFER PARADEETRUSTEE1
MEGAN FLETCHERTRUSTEE1
ROBERT LORINGTRUSTEE1

Contact Information

Address: 100 Front Street, 5th Floor Worcester, MA 01608-1425

Telephone: 508-459-8000

EIN: 04-6023791

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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