Sts Juliana and Philaret Foundation

FARGO, ND EIN: 84-3974867

Sts Juliana and Philaret Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FARGO, ND. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $24.5M in total assets. In 2024, it awarded 1 grants totaling $2.0M. Net investment income was $2.2M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$24.5M

+0.6% YoY

Annual Giving

$2.0M

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2.0M

+0.0% YoY

Under IRS private-foundation payout rules, Sts Juliana and Philaret Foundation reported a distributable amount of $1.7M for 2024 — the minimum it must pay out in qualifying distributions.

About Sts Juliana and Philaret Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maryland $6.5M (96%)

North Dakota $300K (4%)

District of Columbia $2K (0%)

States

District of Columbia Maryland North Dakota

Cities

FargoWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$24,548,204	$24,399,266	$25,420,439
Revenue	$2,442,022	$1,191,063	$-2,497,234
Expenses	$2,327,527	$2,186,218	$2,262,867
Qualifying Distributions	$2,121,037	$2,001,270	$2,001,150
Net Investment Income	$2,231,137	$1,014,953	$644,118
Distributable Amount	$1,652,064	$1,499,445	$1,532,642

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

6 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Capstone Classical Academy ($2,000,000).

Recipient	Purpose	Amount
CAPSTONE CLASSICAL ACADEMY FARGO, MD	GENERAL PURPOSE GRANT	$2,000,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
RONALD D ROBSON	DIRECTOR	—	—
DAWN A ROBSON	DIRECTOR	—	—
AMANDA D ROBSON	DIRECTOR	—	—
LUKE R ROBSON	DIRECTOR	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Sts Juliana and Philaret Foundation?

Sts Juliana and Philaret Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FARGO, ND. It holds $24.5M in total assets as of 2024.

How large is Sts Juliana and Philaret Foundation?

As of 2024, Sts Juliana and Philaret Foundation holds $24.5M in total assets with $2.4M in annual revenue. It awarded 1 grants totaling $2.0M in 2024.

Where does Sts Juliana and Philaret Foundation operate?

Sts Juliana and Philaret Foundation has awarded grants in District of Columbia, Maryland, North Dakota.

What size grants does Sts Juliana and Philaret Foundation award?

In 2024, Sts Juliana and Philaret Foundation awarded 1 grants totaling $2.0M — an average of about $2.0M per grant, based on its IRS Form 990 filings.

How much is Sts Juliana and Philaret Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sts Juliana and Philaret Foundation reported a distributable amount of $1.7M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Sts Juliana and Philaret Foundation's EIN?

Sts Juliana and Philaret Foundation's EIN (Employer Identification Number) is 84-3974867. IRS Form 990 filing data is available on this page for 2020–2024.