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Stratford Foundation Trust is a private trust based in MASON CITY, IA. The foundation received its IRS ruling in 1996. The principal officer is Roberta Pappas. It holds total assets of $287K. Annual income is reported at $61K. Total assets have grown from $212K in 2011 to $280K in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Iowa. According to available records, Stratford Foundation Trust has made 34 grants totaling $137K, with a median grant of $4K. The foundation has distributed between $28K and $40K annually from 2020 to 2023. Individual grants have ranged from $500 to $15K, with an average award of $4K. The foundation has supported 18 unique organizations. Grant recipients are concentrated in Iowa. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$5K
Average Grant
$4K
Largest Grant
$5K
Based on 8 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Stratford Foundation Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 34 grants. Its grantmaking reaches organizations primarily in IA.
Stratford Foundation Trust has distributed a total of $137K across 34 grants. The median grant size is $4K, with an average of $4K. Individual grants have ranged from $500 to $15K.
The application deadline is GENERALLY JULY 1 THROUGH AUGUST 31. Preference given to north iowa and activities related to youth.
Stratford Foundation Trust is headquartered in MASON CITY, IA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Roberta E Cornelius | TRUSTEE | $500 | $0 | $500 |
| Roberta M Anderson | TRUSTEE | $300 | $0 | $300 |
| Joyce M Pavek | TRUSTEE | $300 | $0 | $300 |
Total Giving
$46K
Total Assets
$280K
Fair Market Value
$768K
Net Worth
$280K
Grants Paid
$40K
Contributions
N/A
Net Investment Income
$30K
Distribution Amount
$39K
Total: $242K
Total Grants
34
Total Giving
$137K
Average Grant
$4K
Median Grant
$4K
Unique Recipients
18
Most Common Grant
$3K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Mason City Family YmcaFITNESS FLOORPROGRAMMING FORCHILDREN | Mason City, IA | $7K | 2023 |
| North Iowa Ag In The ClassroomEXPANSION OFAGRICULTURE INCLASSROOMS | Garner, IA | $5K | 2023 |
| City Of Mason City IowaHELMETS FORNARCOTICS TASKFORCE | Mason City, IA | $5K | 2023 |
| Yss North IowaASSIST COST OFNEW INTAKE CENTER | Mason City, IA | $5K | 2023 |
| Stebens Children'S TheaterSCHOLARSHIPSFOR STUDENTS | Mason City, IA | $4K | 2023 |
| North Iowa CasaTRAINING/RETENTION OFVOLUNTEERS | Mason City, IA | $4K | 2023 |
| Community Kitchen - North IowaDELIVERY OF MEALSTO CHILDRENIN NEED | Mason City, IA | $3K | 2023 |
| John Adams Middle SchoolFUNDING FOR PROBLEM SOLVINGPROGRAM | Mason City, IA | $3K | 2023 |
| Mason City Public LibraryFACILITATIONOF UNFUNDEDPROGRAMMING | Mason City, IA | $3K | 2023 |
| 43 North IowaINTERNSHIP PROGRAM FORSTUDENTS | Mason City, IA | $3K | 2023 |
| One VisionPURCHASE ASSISTIVE DEVICES | Clear Lake, IA | $5K | 2022 |
| Niacc Performing ArtsleadershipSPECIAL NEEDSPROGRAMMINGASSISTANCE | Mason City, IA | $5K | 2022 |
| Central Springs School DistrictEDUCATIONAL &RECREATIONALPURPOSES | Manly, IA | $3K | 2022 |
| Mason City Fire DeptPURCHASEMEDICAL EQUIPMENT | Mason City, IA | $7K | 2021 |
| Francis Lauer Youth ServicesEDUCATIONAL &RECREATIONALMATERIALS | Mason City, IA | $3K | 2021 |
| Mason City Parks & RecreatDEVELOPCOMMUNITYGARDEN | Mason City, IA | $2K | 2021 |
| Comm Policing Adv BdPURCHASEEDUCATIONALMATERIALS | Mason City, IA | $500 | 2021 |
| North Iowa Transition CenterPROVIDE SUPPORTEDLIVING | Mason City, IA | $3K | 2020 |
COUNCIL BLFS, IA
MUSCATINE, IA
CEDAR RAPIDS, IA