George a Kostakes Charitable Trust

SAINT LOUIS, MO EIN: 56-6359854

George a Kostakes Charitable Trust is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $322K in total assets. In 2025, it awarded 3 grants totaling $5K. Net investment income was $13K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$322K

-10.1% YoY

Annual Giving

$5K

-25.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2K

-25.0% YoY

Under IRS private-foundation payout rules, George a Kostakes Charitable Trust reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.

About George a Kostakes Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $32K (100%)

States

North Carolina

Cities

CharloteCharlotte

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$321,926	$358,196	$367,254
Revenue	$18,961	$14,621	$5,909
Expenses	$55,235	$23,608	$32,869
Qualifying Distributions	$47,227	$17,610	$26,574
Net Investment Income	$12,715	$8,399	$7,770
Distributable Amount	$20,194	$19,416	$23,473

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Grant Size Distribution

21 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Johnson C Smith University ($1,500), Holy Trinity Greek Orthodox Ch ($1,500), Foundation of the University ($1,500).

Recipient	Purpose	Amount
JOHNSON C SMITH UNIVERSITY CHARLOTTE, NC	GENERAL OPERATING	$1,500
HOLY TRINITY GREEK ORTHODOX CH CHARLOTTE, NC	GENERAL OPERATING	$1,500
FOUNDATION OF THE UNIVERSITY CHARLOTE, NC	GENERAL OPERATING	$1,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$6,839

Frequently Asked Questions

How large is George a Kostakes Charitable Trust?

As of 2025, George a Kostakes Charitable Trust holds $322K in total assets with $19K in annual revenue. It awarded 3 grants totaling $5K in 2025.

Where does George a Kostakes Charitable Trust operate?

George a Kostakes Charitable Trust has awarded grants in North Carolina.

What size grants does George a Kostakes Charitable Trust award?

In 2025, George a Kostakes Charitable Trust awarded 3 grants totaling $5K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is George a Kostakes Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, George a Kostakes Charitable Trust reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is George a Kostakes Charitable Trust's EIN?

George a Kostakes Charitable Trust's EIN (Employer Identification Number) is 56-6359854. IRS Form 990 filing data is available on this page for 2020–2025.