Sturgis Charitable Trust
Sturgis Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Birmingham, AL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $27.8M in total assets. In 2025, it awarded 10 grants totaling $1.9M. Net investment income was $1.8M.
Key facts about Sturgis Charitable Trust
In short: Sturgis Charitable Trust gave $1.9M across 10 grants in 2025 (avg $190K), top state Arkansas. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 20-6618761
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,895,729
- Grants made (2025)
- 10
- Average grant
- $189,573
- Median grant
- $171,577
- New grantees (estimate)
- 0% first-time grantees (0 of 10, 2025)
- Total assets
- $27,774,054
- Primary geography
- Arkansas (45% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$27.8M
-0.6% YoY
Annual Giving
$1.9M
+5.9% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$190K
+5.9% YoY
Under IRS private-foundation payout rules, Sturgis Charitable Trust reported a distributable amount of $1.7M for 2025 — the minimum it must pay out in qualifying distributions.
Is Sturgis Charitable Trust open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 10 grantees (0%) were first-time recipients. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+8%). Method
- In 2025 it paid out 113% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 10 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| LINCOLN HEALTH FOUNDATION Ruston, LA | GENERAL OPERATING | $349,037 |
| UNIVERSITY OF ARKANSAS FOUNDATION INC Little Rock, AR | GENERAL OPERATING | $343,154 |
| W P STURGIS FOUNDATION Arkadelphia, AR | GENERAL OPERATING | $174,077 |
| TEMPLE MEMORIAL REHABILATION Texarkana, TX | GENERAL OPERATING | $171,577 |
| HENDERSON STATE UNIVERSITY Arkadelphia, AR | GENERAL OPERATING | $171,577 |
| ARKANSAS CHILDRENS HOSPITAL Little Rock, AR | GENERAL OPERATING | $171,577 |
| TEXARKANA SPECIAL EDUCATION CENTER INC Texarkana, TX | GENERAL OPERATING | $171,577 |
| LOUISIANA TECH UNIVERSITY FOUNDATION Ruston, LA | GENERAL OPERATING | $171,577 |
| JK AND SUSIE WADLEY FOUNDATION Texarkana, TX | GENERAL OPERATING | $85,788 |
| CHRISTUS ST MICHAEL HEALTH SYSTEM Texarkana, TX | GENERAL OPERATING | $85,788 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $27,774,054 | $27,935,774 | $28,533,642 |
| Revenue | $2,207,516 | $1,600,743 | $1,003,137 |
| Expenses | $2,353,499 | $2,200,049 | $2,207,474 |
| Qualifying Distributions | $1,967,237 | $1,860,482 | $1,869,860 |
| Net Investment Income | $1,839,785 | $1,271,845 | $694,607 |
| Distributable Amount | $1,742,618 | $1,657,816 | $1,602,762 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Sturgis Charitable Trust's only listed officer is Regions Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2021
10 hrs/week
$369K (2021) → $353K (2025)
Data from IRS Form 990 filings, 2021–2025. "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
Frequently asked questions about Sturgis Charitable Trust
How much does Sturgis Charitable Trust give each year?
Sturgis Charitable Trust gave $1.9M across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.8M across 10 grants.
What is Sturgis Charitable Trust's typical grant size?
Sturgis Charitable Trust's median grant in 2025 was $171,577, and its average grant was $189,573, across 10 grants on its 2025 IRS Form 990-PF.
Where does Sturgis Charitable Trust give grants?
Sturgis Charitable Trust's top state is Arkansas, with 45% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Louisiana (27%) and Texas (27%). The most frequent recipient cities were Texarkana, TX (4 grants), Ruston, LA (2 grants), Little Rock, AR (2 grants) and Arkadelphia, AR (2 grants).
Does Sturgis Charitable Trust give general operating support?
Yes: 100% of Sturgis Charitable Trust's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Sturgis Charitable Trust's largest grantees?
Sturgis Charitable Trust's largest 2025 grantees include Lincoln Health Foundation ($349,037), University of Arkansas Foundation Inc ($343,154) and W P Sturgis Foundation ($174,077), according to its 2025 IRS Form 990-PF. Together they received 46% of its itemized 2025 grant dollars.
How large is Sturgis Charitable Trust?
Sturgis Charitable Trust reported $27.8M in total assets on its 2025 IRS Form 990-PF. It paid out $2.0M in qualifying distributions that year, against a required minimum of $1.7M (roughly 5% of its investment assets).
What is Sturgis Charitable Trust?
Sturgis Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Birmingham, AL. It holds $27.8M in total assets as of 2025.
What is Sturgis Charitable Trust's EIN?
Sturgis Charitable Trust's EIN (Employer Identification Number) is 20-6618761. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Sturgis Charitable Trust by hand.
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