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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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