Nonprofit · EIN 04-6023791
STODDARD CHARITABLE TRUST
Tax-exempt · WORCESTER, MA 01608
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,196,502 | $6,532,569 | -$2,336,067 | $43,756,197 | $0 | $43,756,197 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $2,853,815
- Net gain from sales of assets
- $983,089
- Other income
- $359,598
Expenses
- Grants and similar amounts paid
- $5,625,200
- Disbursements for charitable purposes
- $6,030,939
- Excise tax on investment income
- $46,096
Balance sheet and other
- Total assets, start of year
- $47,346,900
- Total assets, end of year
- $43,756,197
- Total liabilities, end of year
- $0
- Net assets, end of year
- $43,756,197
- Fair market value of assets
- $134,277,747
- Qualifying distributions
- $6,030,939
- Net investment income
- $3,792,781
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WARNER S FLETCHER 11 MONMOUTH ROAD, WORCESTER, MA 01609 | CHAIRMAN/TRUSTEE | 10 | $0 |
| ALLEN W FLETCHER 4 ASH STREET, WORCESTER, MA 01604 | TRUSTEE | 1 | $0 |
| JUDITH S KING 91 BRIARWOOD CIRCLE, WORCESTER, MA 01606 | TREASURER/TRUSTEE | 1 | $0 |
| VALERIE S LORING 4 SCHOLAR ROAD, FALMOUTH, ME 04105 | SECRETARY/TRUSTEE | 1 | $0 |
| JUSTIN L FLETCHER 3 KEELER FARM WAY, LEXINGTON, MA 02420 | TRUSTEE | 1 | $0 |
| JENNIFER PARADEE 8 WALKER ROAD, KENNEBUCK, ME 04043 | TRUSTEE | 1 | $0 |
| MEGAN FLETCHER 1689 NOE STREET, WORCESTER, CA 94131 | TRUSTEE | 1 | $0 |
| ROBERT LORING 1087 KINGS HIGHWAY, KENNEBUNKPORT, ME 04046 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 100 FRONT STREET 5TH FLOOR, WORCESTER, MA 01608-1425
- Signed the 990-PF
- WARNER S FLETCHER, CHAIRMAN/TRUSTE
- Phone
- (508) 459-8000
- Return prepared by
- DELOITTE TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 04-6023791
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1941
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $43,756,197
- Income (IRS master file)
- $13,751,608
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,196,502 | $6,532,569 | $43,756,197 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6023791).
Questions about STODDARD CHARITABLE TRUST
- What is the EIN of STODDARD CHARITABLE TRUST?
- The employer identification number (EIN) of STODDARD CHARITABLE TRUST is 04-6023791.
- Is STODDARD CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1941.
- Are donations to STODDARD CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STODDARD CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STODDARD CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STODDARD CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of STODDARD CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does STODDARD CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,196,502, expenses of $6,532,569 and total assets of $43,756,197 at year end.
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