STS Juliana and Philaret Foundation

Private foundation · Grantmaker Fargo, ND EIN: 84-3974867

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of the 2024 grant dollars on its one itemized grant.

Cities

FargoWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M$2M1 grant2020 2 grants2021 1 grant2022 1 grant2023 1 grant2024

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

Capstone Classical Academy: $2.0MCapstone Classical Academy$2.0M

The largest 2024 recipient was Capstone Classical Academy ($2.0M).

Grant Size Distribution

6 grants across all recorded years

1<$50K$50–100K$100–250K2$250–500K$500K–1M3$1–5M$5M+

The most common grant size was in the $1–5M range: 3 grants of 6 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Capstone Classical Academy Fargo, MDGeneral Purpose Grant$2,000,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10M$20M$30M2020 2021 2022 2023 2024
Metric202420232022
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

  1. 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.

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