The Stagen Family Charitable Trust
The Stagen Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $640K in total assets. In 2024, it awarded 3 grants totaling $60K. Net investment income was $109K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$640K
+5.4% YoY
Annual Giving
$60K
-14.3% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$20K
+14.3% YoY
Under IRS private-foundation payout rules, The Stagen Family Charitable Trust reported a distributable amount of $43K for 2024 — the minimum it must pay out in qualifying distributions.
About The Stagen Family Charitable Trust
Based on IRS filings
The Stagen Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $640K in total assets. In 2024, it awarded 3 grants totaling $60K. Net investment income was $109K.
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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $640,424 | $607,723 | $646,275 |
| Revenue | $121,630 | $34,311 | $51,514 |
| Expenses | $76,665 | $83,029 | $42,454 |
| Qualifying Distributions | $64,003 | $73,018 | $25,875 |
| Net Investment Income | $108,968 | $24,300 | $27,061 |
| Distributable Amount | $43,268 | $39,369 | $41,336 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Feast Inc ($30,000), Institute for Cultural Evolution ($25,000), University of Texas at Austin ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FEAST INC LOS ANGELES, CA | TO ACCOMPLISH CHARITABLE PURPOSE OF THE FOUNDATION - EDUCATIONAL/WELLNESS | $30,000 |
| INSTITUTE FOR CULTURAL EVOLUTION BOULDER, CO | TO ACCOMPLISH CHARITABLE PURPOSE OF THE FOUNDATION - ENVIRONMENTAL | $25,000 |
| UNIVERSITY OF TEXAS AT AUSTIN AUSTIN, TX | TO ACCOMPLISH CHARITABLE PURPOSE OF THE FOUNDATION - EDUCATIONAL | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RANDALL STAGEN | CO-TRUSTEE | — | — |
| GRACE L TORKELSON | CO-TRUSTEE | — | — |
| CLARE V TORKELSON | CO-TRUSTEE | — | — |
| DOSORIS TRUST COMPANY | CO-TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Stagen Family Charitable Trust?
The Stagen Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. It holds $640K in total assets as of 2024.
How large is The Stagen Family Charitable Trust?
As of 2024, The Stagen Family Charitable Trust holds $640K in total assets with $122K in annual revenue. It awarded 3 grants totaling $60K in 2024.
Where does The Stagen Family Charitable Trust operate?
The Stagen Family Charitable Trust has awarded grants in California, Colorado, Illinois, Montana, New York, Oregon, Texas.
What size grants does The Stagen Family Charitable Trust award?
In 2024, The Stagen Family Charitable Trust awarded 3 grants totaling $60K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is The Stagen Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Stagen Family Charitable Trust reported a distributable amount of $43K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Stagen Family Charitable Trust's EIN?
The Stagen Family Charitable Trust's EIN (Employer Identification Number) is 26-1539957. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Stagen Family 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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