The Stagen Family Charitable Trust
The Stagen Family Charitable Trust is a private foundation, 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.
The Stagen Family Charitable Trust at a glance
In short: The Stagen Family Charitable Trust gave $60K across 3 grants in 2024 (avg $20K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $60,000
- -14.3% vs 2023
- Grants made (2024)
- 3
- -25.0% vs 2023
- Average grant
- $20,000
- +14.3% vs 2023
- Median grant
- $25,000
- Total assets
- $640,424
- +5.4% vs 2023
- Primary geography
- California (50% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Stagen Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Feast Inc ($30K). Together the top 3 received $60K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
Cities
How The Stagen Family Charitable Trust gives
- Giving grew 71% from 2021 to 2024. Method
- In 2024 it paid out 148% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $24K (2022) to $70K (2023). In 2024 it made 3 grants totaling $60K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $640,424 | $121,630 | $76,665 | $60,000 | 3 | $64,003 | $108,968 | $43,268 |
| 2023 | $607,723 | $34,311 | $83,029 | $70,000 | 4 | $73,018 | $24,300 | $39,369 |
| 2022 | $646,275 | $51,514 | $42,454 | $24,475 | 3 | $25,875 | $27,061 | $41,336 |
| 2021 | $665,739 | $99,637 | $56,424 | $35,000 | 4 | $40,044 | $89,491 | $48,614 |
| 2020 | $637,767 | $106,728 | $63,312 | $45,000 | 11 | — | $97,350 | $39,799 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Stagen Family Charitable Trust's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Dosoris Trust Company
Co-Trustee
On filings since 2020
No compensation reported
Randall Stagen
Co-Trustee
On filings since 2020
No compensation reported
Clare V. Torkelson
Co-Trustee
New on the 2024 filing
No compensation reported
Grace L. Torkelson
Co-Trustee
New on the 2024 filing
No compensation reported
Former officers (1)
- Former: Corinne Stagen (2020–2023) — Co-Trustee
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 The Stagen Family Charitable Trust
How much does The Stagen Family Charitable Trust give each year?
The Stagen Family Charitable Trust gave $60K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $70K across 4 grants.
What is The Stagen Family Charitable Trust's typical grant size?
The Stagen Family Charitable Trust's median grant in 2024 was $25,000, and its average grant was $20,000, across 3 grants on its 2024 IRS Form 990-PF.
Where does The Stagen Family Charitable Trust give grants?
The Stagen Family Charitable Trust gives mostly in California: 50% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Colorado (42%) and Texas (8%).
Does The Stagen Family Charitable Trust give general operating support?
Not in 2024: none of the 3 grants with a stated purpose on The Stagen Family Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support.
How large is The Stagen Family Charitable Trust?
The Stagen Family Charitable Trust reported $640K in total assets on its 2024 IRS Form 990-PF. It paid out $64K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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