Ameren Charitable Trust (Union Electric
Ameren Charitable Trust (Union Electric is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $36.2M in total assets. In 2024, it awarded 1 grant totaling $6.6M. Net investment income was $1.5M.
Ameren Charitable Trust (Union Electric at a glance
In short: Ameren Charitable Trust (Union Electric gave $6.6M across 1 grant in 2024 (avg $6.6M), mostly in Texas. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $6,569,154
- +5.2% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $6,569,154
- +5.2% vs 2023
- Median grant
- $6,569,154
- Total assets
- $36,215,900
- +55.4% vs 2023
- Primary geography
- Texas (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Ameren Charitable Trust (Union Electric
Open Grants
2 open opportunities from Ameren Charitable Trust (Union Electric
Who Ameren Charitable Trust (Union Electric funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was $5M or more: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
How Ameren Charitable Trust (Union Electric gives
- Giving grew 33% from 2021 to 2024. Method
- In 2024 it paid out 333% 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 $4.9M (2021) to $6.6M (2024). In 2024 it made 1 grant totaling $6.6M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Schedule See Attached, TX | Unrestricted General | $6,569,154 |
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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 | $36,215,900 | $19,625,089 | $6,803,839 | $6,569,154 | 1 | $6,633,113 | $1,477,610 | $1,994,148 |
| 2023 | $23,310,194 | $942,862 | $6,396,117 | $6,246,470 | 1 | $6,289,446 | $836,191 | $1,269,487 |
| 2022 | $28,804,321 | $18,050,434 | $5,417,693 | $5,334,431 | 1 | $5,357,177 | — | $725,115 |
| 2021 | $16,174,772 | $24,799 | $5,033,351 | $4,921,360 | 1 | $4,950,494 | — | $909,846 |
| 2020 | $21,181,462 | $14,302,197 | $6,524,607 | $6,427,696 | 1 | — | $237,421 | $751,421 |
Under IRS private-foundation payout rules, Ameren Charitable Trust (Union Electric reported a distributable amount of $2.0M for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ameren Charitable Trust (Union Electric's 2024 filing lists 2 officers; 1 of 2 officers listed in 2024 is compensated.
Officers on the 2024 filing
Bank Of America N A
Co-Trustee
On filings since 2020
1 hr/week
$58K (2020) → $158K (2024)
Marty Lyons
Co-Trustee
New on the 2024 filing
3 hrs/week
No compensation reported
Former officers (1)
- Former: Warner Baxter (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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $158K, to Bank of America N a (Co-Trustee).
Frequently asked questions about Ameren Charitable Trust (Union Electric
How much does Ameren Charitable Trust (Union Electric give each year?
Ameren Charitable Trust (Union Electric gave $6.6M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $6.2M across 1 grant.
How large is Ameren Charitable Trust (Union Electric?
Ameren Charitable Trust (Union Electric reported $36.2M in total assets on its 2024 IRS Form 990-PF. It paid out $6.6M in qualifying distributions that year, against a required minimum of $2.0M (roughly 5% of its investment assets).
What is Ameren Charitable Trust (Union Electric?
Ameren Charitable Trust (Union Electric is a private foundation focused on Education, based in Dallas, TX. It holds $36.2M in total assets as of 2024.
Where does Ameren Charitable Trust (Union Electric operate?
Ameren Charitable Trust (Union Electric has awarded grants in Illinois, Texas.
What is Ameren Charitable Trust (Union Electric's EIN?
Ameren Charitable Trust (Union Electric's EIN (Employer Identification Number) is 43-6022693. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Ameren Charitable Trust (Union Electric funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Ameren Charitable Trust (Union Electric's focus areas in our free grants database
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