STS Juliana and Philaret Foundation
STS Juliana and Philaret Foundation is a private foundation, 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 grant totaling $2.0M. Net investment income was $2.2M.
Key facts about STS Juliana and Philaret Foundation
In short: STS Juliana and Philaret Foundation gave $2.0M across 1 grant in 2024 (avg $2.0M), mostly in Maryland. Source: 2024 IRS Form 990-PF.
- EIN
- 84-3974867
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $2,000,000
- Grants made (2024)
- 1
- Average grant
- $2,000,000
- Median grant
- $2,000,000
- Total assets
- $24,548,204
- Primary geography
- Maryland (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
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
1
+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.
How STS Juliana and Philaret Foundation gives
- Giving grew 343% from 2021 to 2024. Method
- In 2024 it paid out 128% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with STS Juliana and Philaret Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $300K (2020) to $2.0M (2024). In 2024 it made 1 grant totaling $2.0M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Capstone Classical Academy ($2.0M).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $1–5M range: 3 grants of 6 (50%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Capstone Classical Academy Fargo, MD | General Purpose Grant | $2,000,000 |
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
STS Juliana and Philaret Foundation's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Amanda D. Robson
Director
On filings since 2020
No compensation reported
Dawn A. Robson
Director
On filings since 2020
No compensation reported
Luke R. Robson
Director
On filings since 2020
No compensation reported
Ronald D. Robson
Director
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about STS Juliana and Philaret Foundation
How much does STS Juliana and Philaret Foundation give each year?
STS Juliana and Philaret Foundation gave $2.0M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $2.0M across 1 grant.
How large is STS Juliana and Philaret Foundation?
STS Juliana and Philaret Foundation reported $24.5M in total assets on its 2024 IRS Form 990-PF. It paid out $2.1M in qualifying distributions that year, against a required minimum of $1.7M (roughly 5% of its investment assets).
Where does STS Juliana and Philaret Foundation operate?
STS Juliana and Philaret Foundation has awarded grants in District of Columbia, Maryland, North Dakota.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching STS Juliana and Philaret Foundation by hand.
Explore Open Grants
Browse active grant opportunities in STS Juliana and Philaret Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in North Dakota
Dakota Medical Foundation
Fargo, ND
Dakota Medical Foundation supports healthcare access, health and wellbeing, and nonprofit effectiveness, with a focus on improving health and quality of life in North Dakota and northwest Minnesota. Its 2025 grants ranged from $5,050 to $475,657, with a median of $10,018; the profile does not state whether it accepts unsolicited requests.
Assets
$65.6M
Grants
60
Total Given
$2.3M
Impact Foundation
Fargo, ND
Impact Foundation supports nonprofit capacity-building, community initiatives, and work in health, education, and other donor-identified areas, with most grants benefiting North Dakota and Minnesota organizations. In 2024, grants ranged from $5,400 to $750,000, with a median of $10,750; the profile does not state whether it accepts unsolicited requests.
Assets
$9.3M
Grants
30
Total Given
$1.4M
Alex Stern Family Foundation
Fargo, ND
The foundation supports arts, human services, education, youth recreation, civic projects, and health in the greater Fargo-Moorhead area. Its 2025 grants ranged from $2,000 to $112,500, with a median of $5,000. It holds two grant rounds each year; prospective applicants are directed to contact Dan Carey about eligibility, but whether it accepts unsolicited requests is not stated.
Assets
$9.0M
Grants
69
Total Given
$554K
Otto Bremer Trust
St. Paul, MN
The Otto Bremer Trust funds organizations and projects addressing community needs and opportunities, including health care and social services, in Minnesota, Montana, North Dakota, and Wisconsin. In 2025, grants ranged from $3,500 to $4.2 million, with a median of $150,000. It does not accept unsolicited requests or direct grant applications; Community Responsive Fund grants are offered through selected intermediaries.
Assets
$1.4B
Grants
180
Total Given
$57.2M
Brandt Family Foundation
Fargo, ND
Assets
$5K
Grants
5
Total Given
$3K
Blue Cross Blue Shield of North Dakota Caring Foundation
Fargo, ND
The foundation funds health and well-being initiatives in North Dakota, including behavioral health, health access, disease prevention, and social drivers of health. Its 2025 grants ranged from $40 to $60,000, with a median of $1,500; program awards include Impact Grants averaging $2,500 and larger Health Innovation Grants of $15,000–$50,000. The profile does not state whether it accepts unsolicited requests.
Assets
$23.0M
Grants
284
Total Given
$1.0M
Crary Family Legacy Fund
Wilmington, DE
The Crary Family Legacy Fund supports a range of charitable organizations, including groups addressing hunger, homelessness, and poverty; its 2025 grants ranged from $1,000 to $60,000, with a median of $10,000. Funding went mainly to organizations in Minnesota, North Dakota, and Colorado, with additional grants elsewhere, and the fund accepts no unsolicited requests.
Assets
$1.4M
Grants
11
Total Given
$172K
Offutt Family Foundation
Fargo, ND
The Offutt Family Foundation supports a range of charitable organizations, including higher education, hunger relief, disability inclusion, and community services, with most 2024 funding going to Minnesota and North Dakota. Its 114 grants ranged from $1,000 to $6 million, with a median of $5,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$380.7M
Grants
114
Total Given
$9.6M
Greater Horizons
Kansas City, MO
Greater Horizons is a donor-advised fund provider whose donor-directed grants support eligible U.S. public charities across a broad range of causes; international organizations may also qualify with additional review and fees. In 2024, grants had a median of $15,000, with itemized awards ranging from $5,001 to $10,073,050, and recipients were located across the United States, especially in California, Texas, Nebraska, New York, and Kansas. It describes a grant-request process for donors, not an application process for organizations, so unsolicited requests are not stated as accepted.
Assets
$2.8B
Grants
3,282
Total Given
$212.2M
Fred M Hector Jr Charitable Trust
Fargo, ND
The trust funds Fargo–Moorhead-area nonprofits serving veterans, youth, people with disabilities, and others in need, including recreation, veterans’ services, and environmental work. In 2024, grants ranged from $1,000 to $225,000, with a median of $10,000. It accepts unsolicited requests from eligible 501(c)(3) organizations; applications are due September 15.
Assets
$19.2M
Grants
40
Total Given
$663K
Community Foundation of Tampa Bay Inc
Tampa, FL
The Community Foundation of Tampa Bay funds nonprofits addressing economic opportunity, environmental sustainability, health, education, and community vitality in Hillsborough, Pinellas, Pasco, Hernando, and Citrus counties. Its annual competitive grants are typically $10,000–$50,000; it also accepts year-round requests for urgent, unforeseen needs of up to $250,000. Apply through the relevant grant opportunity; the profile does not state whether general unsolicited requests are accepted.
Assets
$1.0B
Grants
698
Total Given
$54.3M
The Barry Foundation
Fargo, ND
The Barry Foundation funds education, spirituality, environmental, health, and arts-related work, with most 2024 grant dollars going to North Dakota and Minnesota. Its 2024 grants ranged from $250 to $335,000, with a median of $1,325. It contributes only to preselected charitable organizations and does not accept unsolicited requests.
Assets
$54.9M
Grants
322
Total Given
$1.8M
More Funders in North Dakota
STS Juliana and Philaret Foundation down — hundreds of funders to go?