Findlay Adelaide M Charitable Trust
Findlay Adelaide M Charitable Trust is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $768K in total assets. In 2026, it awarded 2 grants totaling $39K. Net investment income was $44K.
Key facts about Findlay Adelaide M Charitable Trust
In short: Findlay Adelaide M Charitable Trust gave $39K across 2 grants in 2026 (avg $20K), mostly in Pennsylvania. Source: 2026 IRS Form 990-PF.
- EIN
- 45-4421980
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $39,300
- Grants made (2026)
- 2
- Average grant
- $19,650
- Median grant
- $19,650
- Total assets
- $768,026
- Primary geography
- Pennsylvania (100% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$768K
+0.2% YoY
Annual Giving
$39K
-4.6% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$20K
-4.6% YoY
Under IRS private-foundation payout rules, Findlay Adelaide M Charitable Trust reported a distributable amount of $46K for 2026 — the minimum it must pay out in qualifying distributions.
How Findlay Adelaide M Charitable Trust gives
- Giving held roughly steady from 2023 to 2026 (−15%). Method
- In 2026 it paid out 91% 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
Share of 2026 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $39K (2026) to $46K (2023). In 2026 it made 2 grants totaling $39K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2026
The largest 2026 recipient was Birdsboro Community Memorial Ctr ($20K). Together the top 2 received $39K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Birdsboro Community Memorial Ctr Birdsboro, PA | General Operating | $19,650 |
| St Marks Lutheran Church Birdsboro, PA | General Operating | $19,650 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $768,026 | $766,307 | $783,775 |
| Revenue | $58,087 | $39,334 | $29,592 |
| Expenses | $56,197 | $56,697 | $54,762 |
| Qualifying Distributions | $41,796 | $43,737 | $42,779 |
| Net Investment Income | $44,183 | $26,562 | $17,517 |
| Distributable Amount | $46,132 | $44,438 | $41,222 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 29, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 11, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 10, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 9, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS July 7, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 9, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Findlay Adelaide M Charitable Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2021 (compensated).
Officers on the 2026 filing
Wells Fargo Bank N A
Trustee
On filings since 2021
1 hr/week
$14K (2021) → $13K (2026)
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $13K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Findlay Adelaide M Charitable Trust
How much does Findlay Adelaide M Charitable Trust give each year?
Findlay Adelaide M Charitable Trust gave $39K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $41K across 2 grants.
How large is Findlay Adelaide M Charitable Trust?
Findlay Adelaide M Charitable Trust reported $768K in total assets on its 2026 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $46K (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.
Where does Findlay Adelaide M Charitable Trust operate?
Findlay Adelaide M Charitable Trust has awarded grants in Pennsylvania.
What is Findlay Adelaide M Charitable Trust's EIN?
Findlay Adelaide M Charitable Trust's EIN (Employer Identification Number) is 45-4421980. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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