The Fieldstead Charitable Trust

IRVINE, CA EIN: 33-0127363

The Fieldstead Charitable Trust is a private foundation, based in IRVINE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $22K in total assets. In 2024, it made $1K in qualifying distributions. Net investment income was $4K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$22K

+8.7% YoY

Revenue

$12K

-6.4% YoY

Qualifying Distributions

$1K

+0.8% YoY

Expenses

$10K

-1.5% YoY

Under IRS private-foundation payout rules, The Fieldstead Charitable Trust reported a distributable amount of $874 for 2024 — the minimum it must pay out in qualifying distributions.

About The Fieldstead Charitable Trust

Based on IRS filings

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Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$22,121	$20,348	$17,942
Revenue	$11,573	$12,359	$9,558
Expenses	$9,800	$9,953	$8,530
Qualifying Distributions	$1,230	$1,220	$3,419
Net Investment Income	$3,716	$4,342	$4,531
Distributable Amount	$874	$773	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

0 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
HOWARD F AHMANSON JR	PRESIDENT	—	—
ROBERTA G AHMANSON	SECRETARY	—	—

Frequently Asked Questions

How large is The Fieldstead Charitable Trust?

As of 2024, The Fieldstead Charitable Trust holds $22K in total assets with $12K in annual revenue.

How much is The Fieldstead Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Fieldstead Charitable Trust reported a distributable amount of $874 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Fieldstead Charitable Trust's EIN?

The Fieldstead Charitable Trust's EIN (Employer Identification Number) is 33-0127363. IRS Form 990 filing data is available on this page for 2020–2024.