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.
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.
About Sturgis Charitable Trust
Based on IRS filings
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
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 |
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
Among its reported 2025 grants, the largest include Lincoln Health Foundation ($349,037), University of Arkansas Foundation Inc ($343,154), W P Sturgis Foundation ($174,077).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF ARKANSAS FOUNDATION INC LITTLE ROCK, AR | GENERAL OPERATING | $343,154 |
| 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 |
| W P STURGIS FOUNDATION ARKADELPHIA, AR | GENERAL OPERATING | $174,077 |
| TEXARKANA SPECIAL EDUCATION CENTER INC TEXARKANA, TX | GENERAL OPERATING | $171,577 |
| LINCOLN HEALTH FOUNDATION RUSTON, LA | GENERAL OPERATING | $349,037 |
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE | 10 | $352,542 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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.
How large is Sturgis Charitable Trust?
As of 2025, Sturgis Charitable Trust holds $27.8M in total assets with $2.2M in annual revenue. It awarded 10 grants totaling $1.9M in 2025.
Where does Sturgis Charitable Trust operate?
Sturgis Charitable Trust has awarded grants in Arkansas, Louisiana, Texas.
What size grants does Sturgis Charitable Trust award?
In 2025, Sturgis Charitable Trust awarded 10 grants totaling $1.9M — an average of about $190K per grant, based on its IRS Form 990 filings.
How much is Sturgis Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Sturgis Charitable Trust reported a distributable amount of $1.7M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Sturgis Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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