Forrest and Minnie Oates SCHSP Trust
Forrest and Minnie Oates SCHSP Trust is a private foundation focused on Education, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $167K in total assets. In 2025, it awarded 7 grants totaling $8K. Net investment income was $5K.
Key facts about Forrest and Minnie Oates SCHSP Trust
In short: Forrest and Minnie Oates SCHSP Trust gave $8K across 7 grants in 2025 (avg $1K), mostly in Alabama. Source: 2025 IRS Form 990-PF.
- EIN
- 63-6166146
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $7,500
- Grants made (2025)
- 7
- Average grant
- $1,071
- Median grant
- $875
- Total assets
- $167,479
- Primary geography
- Alabama (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
$167K
-2.7% YoY
Annual Giving
$8K
+4.2% YoY
Grant Count
7
-41.7% YoY
Avg Grant Size
$1K
+78.6% YoY
Under IRS private-foundation payout rules, Forrest and Minnie Oates SCHSP Trust reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.
How Forrest and Minnie Oates SCHSP Trust gives
- Giving fell 25% from 2022 to 2025. Method
- In 2025 it paid out 99% 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 2025 grant dollars across all 7 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $7K (2024) to $10K (2023). In 2025 it made 7 grants totaling $8K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was University of Alabama Huntsville ($2K). Together the top 7 received $8K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 41 grants of 41 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Alabama Huntsville Tuscaloosa, AL | General Operating | $2,250 |
| Troy University Troy, AL | Scholarship | $1,500 |
| Auburn University Auburn, AL | General Operating | $1,375 |
| University of South Alabama Mobile, AL | General Operating | $875 |
| Jacksonville State University Jacksonville, AL | General Operating | $500 |
| University of North Alabama Florence, AL | General Operating | $500 |
| Samford University Birmingham, AL | General Operating | $500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $167,479 | $172,093 | $177,243 |
| Revenue | $8,311 | $5,911 | $1,910 |
| Expenses | $12,972 | $11,626 | $14,278 |
| Qualifying Distributions | $10,086 | $9,111 | $11,945 |
| Net Investment Income | $5,477 | $3,438 | $2,989 |
| Distributable Amount | $10,137 | $10,129 | $9,012 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Forrest and Minnie Oates SCHSP Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2019
1 hr/week
$3K (2019) → $4K (2025)
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
The highest reported compensation on the 2025 filing was $4K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Forrest and Minnie Oates SCHSP Trust
How much does Forrest and Minnie Oates SCHSP Trust give each year?
Forrest and Minnie Oates SCHSP Trust gave $8K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7K across 12 grants.
What is Forrest and Minnie Oates SCHSP Trust's typical grant size?
Forrest and Minnie Oates SCHSP Trust's median grant in 2025 was $875, and its average grant was $1,071, across 7 grants on its 2025 IRS Form 990-PF.
Where does Forrest and Minnie Oates SCHSP Trust give grants?
Forrest and Minnie Oates SCHSP Trust gives mostly in Alabama: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Forrest and Minnie Oates SCHSP Trust give general operating support?
Yes: 86% of Forrest and Minnie Oates SCHSP Trust's 2025 grants with a stated purpose (6 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Forrest and Minnie Oates SCHSP Trust's largest grantees?
Forrest and Minnie Oates SCHSP Trust's largest 2025 grantees include University of Alabama Huntsville ($2,250), Troy University ($1,500) and Auburn University ($1,375), according to its 2025 IRS Form 990-PF. Together they received 68% of its itemized 2025 grant dollars.
How large is Forrest and Minnie Oates SCHSP Trust?
Forrest and Minnie Oates SCHSP Trust reported $167K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $10K (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 Forrest and Minnie Oates SCHSP Trust?
Forrest and Minnie Oates SCHSP Trust is a private foundation focused on Education, based in Saint Louis, MO. It holds $167K in total assets as of 2025.
What is Forrest and Minnie Oates SCHSP Trust's EIN?
Forrest and Minnie Oates SCHSP Trust's EIN (Employer Identification Number) is 63-6166146. 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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