Egtvedt Charitable Trust Special 3

SAINT LOUIS, MO EIN: 32-0696136

Egtvedt Charitable Trust Special 3 is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $21.8M in total assets. In 2024, it awarded 10 grants totaling $1.3M. Net investment income was $1.7M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$21.8M

+1.6% YoY

Annual Giving

$1.3M

+5.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$130K

+5.2% YoY

Under IRS private-foundation payout rules, Egtvedt Charitable Trust Special 3 reported a distributable amount of $1.7M for 2024 — the minimum it must pay out in qualifying distributions.

About Egtvedt Charitable Trust Special 3

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Washington $1.9M (75%)

New York $467K (18%)

California $176K (7%)

States

California New York Washington

Cities

Chino HillsGerryRancho MirageSeattleTacoma

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023
Total Assets	$21,827,163	$21,478,513
Revenue	$1,768,881	$861,796
Expenses	$1,422,960	$1,332,214
Qualifying Distributions	$1,312,892	$1,243,616
Net Investment Income	$1,670,560	$773,993
Distributable Amount	$1,674,060	$1,439,154

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Seattle Childrens Hospital ($276,306), The Kenney ($240,070), Fred Hutchinson Cancer Center ($221,952).

Recipient	Purpose	Amount
THE KENNEY GERRY, NY	GENERAL OPERATING	$240,070
SEATTLE CHILDRENS HOSPITAL SEATTLE, WA	GENERAL OPERATING	$276,306
UNITED WAY OF KING COUNTY SEATTLE, WA	GENERAL OPERATING	$184,207
PACIFIC LUTHERAN UNIVERSITY TACOMA, WA	GENERAL OPERATING	$92,102
NAVOS SEATTLE, WA	GENERAL OPERATING	$55,865
VIRGINIA MASON FOUNDATION SEATTLE, WA	GENERAL OPERATING	$73,984
FRED HUTCHINSON CANCER CENTER SEATTLE, WA	GENERAL OPERATING	$221,952
SEATTLE FOUNDATION SEATTLE, WA	GENERAL OPERATING	$64,922
BOYS REPUBLIC CHINO HILLS, CA	GENERAL OPERATING	$54,356
EISENHOWER MEDICAL CENTER RANCHO MIRAGE, CA	GENERAL OPERATING	$36,236

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$87,315

Frequently Asked Questions

How large is Egtvedt Charitable Trust Special 3?

As of 2024, Egtvedt Charitable Trust Special 3 holds $21.8M in total assets with $1.8M in annual revenue. It awarded 10 grants totaling $1.3M in 2024.

Where does Egtvedt Charitable Trust Special 3 operate?

Egtvedt Charitable Trust Special 3 has awarded grants in California, New York, Washington.

What size grants does Egtvedt Charitable Trust Special 3 award?

In 2024, Egtvedt Charitable Trust Special 3 awarded 10 grants totaling $1.3M — an average of about $130K per grant, based on its IRS Form 990 filings.

How much is Egtvedt Charitable Trust Special 3 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Egtvedt Charitable Trust Special 3 reported a distributable amount of $1.7M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Egtvedt Charitable Trust Special 3's EIN?

Egtvedt Charitable Trust Special 3's EIN (Employer Identification Number) is 32-0696136. IRS Form 990 filing data is available on this page for 2023–2024.