Christine & Katharina Pauly Trust

Private foundation · Grantmaker Dallas, TX EIN: 43-6595860

Christine & Katharina Pauly Trust is a private foundation focused on Youth Development, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $816K in total assets. In 2025, it awarded 4 grants totaling $37K. Net investment income was $77K.

Key facts about Christine & Katharina Pauly Trust

In short: Christine & Katharina Pauly Trust gave $37K across 4 grants in 2025 (avg $9K), mostly in Missouri. Source: 2025 IRS Form 990-PF.

EIN
43-6595860
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$37,000
Grants made (2025)
4
Average grant
$9,250
Median grant
$8,750
Total assets
$815,735
Primary geography
Missouri (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$816K

+3.9% YoY

Annual Giving

$37K

+5.7% YoY

Grant Count

4

-20.0% YoY

Avg Grant Size

$9K

+32.1% YoY

Under IRS private-foundation payout rules, Christine & Katharina Pauly Trust reported a distributable amount of $48K for 2025 — the minimum it must pay out in qualifying distributions.

How Christine & Katharina Pauly Trust gives

  • Giving held roughly steady from 2022 to 2025 (−7%). Method
  • In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 4 itemized grants.

States

Cities

SpringfieldCarl JunctionCassvilleNixaBransonColumbiaIndependenceLebanonOzarkRogersvilleSt. Louis

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K4 grants2019 3 grants2020 4 grants2021 5 grants2022 6 grants2023 5 grants2024 4 grants2025

From 2019 to 2025, annual grant giving ranged from $33K (2019) to $40K (2022). In 2025 it made 4 grants totaling $37K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Boy Scouts of America of the Ozarks: $13KBoy Scouts of America of theOzarks$13KBig Brothers Big Sisters of the Ozarks: $10KBig Brothers Big Sisters ofthe Ozarks$10KBarry County Council on Aging: $8KBarry County Council on Aging$8KBetty & Bobby Allison Ozarks Counseling: $7KBetty & Bobby Allison OzarksCounseling$7K

The largest 2025 recipient was Boy Scouts of America of the Ozarks ($13K). Together the top 4 received $37K.

Grant Size Distribution

24 grants across all recorded years

24<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 24 grants of 24 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Boy Scouts of America of the Ozarks Springfield, MOUnrestricted General$12,500
Big Brothers Big Sisters of the Ozarks Springfield, MOUnrestricted General$10,000
Barry County Council on Aging Cassville, MOUnrestricted General$7,500
Betty & Bobby Allison Ozarks Counseling Springfield, MOUnrestricted General$7,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$815,735$785,078$761,153
Revenue$87,653$78,103$30,613
Expenses$57,211$53,386$51,249
Qualifying Distributions$45,537$43,096$42,357
Net Investment Income$77,251$67,467$19,195
Distributable Amount$48,075$45,415$41,753

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Christine & Katharina Pauly Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $14K (2021) → $14K (2025)

Former officers (1)
  • Former: Bank Of America N A (2019–2020) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $14KBank of AmericaTrustee$14K

The highest reported compensation on the 2025 filing was $14K, to Bank of America (Trustee).

Frequently asked questions about Christine & Katharina Pauly Trust

How much does Christine & Katharina Pauly Trust give each year?

Christine & Katharina Pauly Trust gave $37K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $35K across 5 grants.

What is Christine & Katharina Pauly Trust's typical grant size?

Christine & Katharina Pauly Trust's median grant in 2025 was $8,750, and its average grant was $9,250, across 4 grants on its 2025 IRS Form 990-PF.

Where does Christine & Katharina Pauly Trust give grants?

Christine & Katharina Pauly Trust gives mostly in Missouri: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Springfield, MO (3 grants).

Does Christine & Katharina Pauly Trust give general operating support?

Yes: 100% of Christine & Katharina Pauly Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Christine & Katharina Pauly Trust?

Christine & Katharina Pauly Trust reported $816K in total assets on its 2025 IRS Form 990-PF. It paid out $46K in qualifying distributions that year, against a required minimum of $48K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Christine & Katharina Pauly Trust?

Christine & Katharina Pauly Trust is a private foundation focused on Youth Development, based in Dallas, TX. It holds $816K in total assets as of 2025.

What is Christine & Katharina Pauly Trust's EIN?

Christine & Katharina Pauly Trust's EIN (Employer Identification Number) is 43-6595860. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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