Stokes Scholarship Trust

Private foundation · Grantmaker Dallas, TX EIN: 02-6092657

Stokes Scholarship Trust is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 5 grants totaling $80K. Net investment income was $161K.

Key facts about Stokes Scholarship Trust

In short: Stokes Scholarship Trust gave $80K across 5 grants in 2025 (avg $16K), mostly in New Hampshire. Source: 2025 IRS Form 990-PF.

EIN
02-6092657
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$80,000
Grants made (2025)
5
Average grant
$16,000
Median grant
$16,000
Total assets
$1,663,411
Primary geography
New Hampshire (80% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.7M

+4.0% YoY

Annual Giving

$80K

+29.0% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$16K

+29.0% YoY

Under IRS private-foundation payout rules, Stokes Scholarship Trust reported a distributable amount of $95K for 2025 — the minimum it must pay out in qualifying distributions.

How Stokes Scholarship Trust gives

  • Giving held roughly steady from 2022 to 2025 (−1%). Method
  • In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

DurhamIthacaManchesterKeeneBangorBeverlyNorth DartmouthPeterboroughPlymouthWellesleyClaremontLebanonWalthamWillimantic

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K6 grants2019 6 grants2020 4 grants2021 4 grants2022 4 grants2023 5 grants2024 5 grants2025

From 2019 to 2025, annual grant giving ranged from $62K (2024) to $81K (2022). In 2025 it made 5 grants totaling $80K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Keene State College: $26KKeene State College$26KUniversity of New Hampshire: $19KUniversity of New Hampshire$19KEndicott College: $16KEndicott College$16KRiver Valley Community College: $11KRiver Valley Community College$11KSouthern New Hampshire University: $8KSouthern New HampshireUniversity$8K

The largest 2025 recipient was Keene State College ($26K). Together the top 5 received $80K.

Grant Size Distribution

22 grants across all recorded years

22<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 22 grants of 22 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Keene State College Keene, NHScholarships$26,000
University of New Hampshire Durham, NHScholarships$19,000
Endicott College Beverly, MAScholarships$16,000
River Valley Community College Claremont, NHScholarships$11,000
Southern New Hampshire University Manchester, NHScholarships$8,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,663,411$1,599,789$1,529,907
Revenue$177,381$163,523$48,651
Expenses$114,256$92,044$97,832
Qualifying Distributions$94,427$75,583$83,581
Net Investment Income$160,540$146,094$29,615
Distributable Amount$95,163$89,270$82,121

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Stokes Scholarship Trust's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2019

    1 hr/week

    $18K (2019) → $22K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $22KBank of AmericaTrustee$22K

The highest reported compensation on the 2025 filing was $22K, to Bank of America (Trustee).

Frequently asked questions about Stokes Scholarship Trust

How much does Stokes Scholarship Trust give each year?

Stokes Scholarship Trust gave $80K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $62K across 5 grants.

What is Stokes Scholarship Trust's typical grant size?

Stokes Scholarship Trust's median grant in 2025 was $16,000, and its average grant was $16,000, across 5 grants on its 2025 IRS Form 990-PF.

Where does Stokes Scholarship Trust give grants?

Stokes Scholarship Trust gives mostly in New Hampshire: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (20%).

Does Stokes Scholarship Trust give general operating support?

Not in 2025: none of the 5 grants with a stated purpose on Stokes Scholarship Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (5 grants).

Who are Stokes Scholarship Trust's largest grantees?

Stokes Scholarship Trust's largest 2025 grantees include Keene State College ($26,000), University of New Hampshire ($19,000) and Endicott College ($16,000), according to its 2025 IRS Form 990-PF. Together they received 76% of its itemized 2025 grant dollars.

How large is Stokes Scholarship Trust?

Stokes Scholarship Trust reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $94K in qualifying distributions that year, against a required minimum of $95K (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 is Stokes Scholarship Trust?

Stokes Scholarship Trust is a private foundation focused on Education, based in Dallas, TX. It holds $1.7M in total assets as of 2025.

What is Stokes Scholarship Trust's EIN?

Stokes Scholarship Trust's EIN (Employer Identification Number) is 02-6092657. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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