H a Middleton Trust
H a Middleton Trust is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $837K in total assets. In 2025, it awarded 1 grant totaling $51K. Net investment income was $51K.
H a Middleton Trust at a glance
In short: H a Middleton Trust gave $51K across 1 grant in 2025 (avg $51K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $51,120
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $51,120
- +0.0% vs 2024
- Median grant
- $51,120
- Total assets
- $837,165
- -0.5% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who H a Middleton Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Danbury Hospital ($51K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How H a Middleton Trust gives
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $44K (2020) to $51K (2025). In 2025 it made 1 grant totaling $51K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Danbury Hospital Danbury, CT | General Operating | $51,120 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $837,165 | $65,641 | $69,169 | $51,120 | 1 | $53,854 | $51,005 | $49,602 |
| 2024 | $841,447 | $46,113 | $67,536 | $51,120 | 1 | $53,726 | $31,594 | $48,168 |
| 2023 | $862,043 | $23,454 | $66,603 | $51,120 | 1 | $53,594 | $13,906 | $45,161 |
| 2022 | $906,170 | $38,037 | $67,947 | $50,000 | 1 | $52,502 | $24,135 | $48,032 |
| 2021 | $936,245 | $102,650 | $63,390 | $45,000 | 1 | $47,630 | $87,459 | $53,689 |
| 2020 | $896,846 | $64,328 | $60,620 | $44,000 | 1 | — | $51,139 | $46,198 |
| 2019 | $893,307 | $89,770 | $62,359 | $46,000 | 1 | — | $76,313 | $46,219 |
Under IRS private-foundation payout rules, H a Middleton Trust reported a distributable amount of $50K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
H a Middleton 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
$15K (2019) → $16K (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 $16K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about H a Middleton Trust
How much does H a Middleton Trust give each year?
H a Middleton Trust gave $51K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $51K across 1 grant.
How large is H a Middleton Trust?
H a Middleton Trust reported $837K in total assets on its 2025 IRS Form 990-PF. It paid out $54K in qualifying distributions that year, against a required minimum of $50K (roughly 5% of its investment assets).
Where does H a Middleton Trust operate?
H a Middleton Trust has awarded grants in Connecticut.
What is H a Middleton Trust's EIN?
H a Middleton Trust's EIN (Employer Identification Number) is 06-6043013. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
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