George a Kostakes Charitable Trust

Private foundation · Grantmaker 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.

Key facts about George a Kostakes Charitable Trust

In short: George a Kostakes Charitable Trust gave $5K across 3 grants in 2025 (avg $2K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.

EIN
56-6359854
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$4,500
Grants made (2025)
3
Average grant
$1,500
Median grant
$1,500
Total assets
$321,926
Primary geography
North Carolina (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

$322K

-10.1% YoY

Annual Giving

$5K

-25.0% YoY

Grant Count

3

+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.

How George a Kostakes Charitable Trust gives

  • Giving fell 75% from 2022 to 2025. Method
  • In 2025 it paid out 234% of its IRS minimum distribution (the 5% rule). 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 all 3 itemized 2025 grant dollars.

Cities

CharlotteCharlote

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K5 grants20206 grants20216 grants20223 grants20233 grants20243 grants2025

From 2020 to 2025, annual grant giving ranged from $5K (2025) to $19K (2021). In 2025 it made 3 grants totaling $5K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Johnson C Smith University: $2KJohnson C Smith University$2KHoly Trinity Greek Orthodox Ch: $2KHoly Trinity Greek Orthodox Ch$2KFoundation of the University: $2KFoundation of the University$2K

The largest 2025 recipient was Johnson C Smith University ($2K). Together the top 3 received $5K.

Grant Size Distribution

21 grants across all recorded years

21<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 21 grants of 21 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Johnson C Smith University Charlotte, NCGeneral Operating$1,500
Holy Trinity Greek Orthodox Ch Charlotte, NCGeneral Operating$1,500
Foundation of the University Charlote, NCGeneral Operating$1,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K202020212022202320242025
Metric202520242023
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

George a Kostakes Charitable Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Wells Fargo Bank N A

    Trustee

    On filings since 2020

    1 hr/week

    $7K (2020) → $7K (2025)

Data from IRS Form 990 filings, 2020–2025. "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

Wells Fargo Bank N a — Trustee: $7KWells Fargo Bank N aTrustee$7K

The highest reported compensation on the 2025 filing was $7K, to Wells Fargo Bank N a (Trustee).

Frequently asked questions about George a Kostakes Charitable Trust

How much does George a Kostakes Charitable Trust give each year?

George a Kostakes Charitable Trust gave $5K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 3 grants.

What is George a Kostakes Charitable Trust's typical grant size?

George a Kostakes Charitable Trust's median grant in 2025 was $1,500, and its average grant was $1,500, across 3 grants on its 2025 IRS Form 990-PF.

Where does George a Kostakes Charitable Trust give grants?

George a Kostakes Charitable Trust gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Charlotte, NC (2 grants).

Does George a Kostakes Charitable Trust give general operating support?

Yes: 100% of George a Kostakes Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is George a Kostakes Charitable Trust?

George a Kostakes Charitable Trust reported $322K in total assets on its 2025 IRS Form 990-PF. It paid out $47K in qualifying distributions that year, against a required minimum of $20K (roughly 5% of its investment assets).

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.

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

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