H a Middleton Trust

SAINT LOUIS, MO EIN: 06-6043013

H a Middleton Trust is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $841K in total assets. In 2024, it awarded 1 grants totaling $51K. Net investment income was $32K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$841K

-2.4% YoY

Annual Giving

$51K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$51K

+0.0% YoY

Under IRS private-foundation payout rules, H a Middleton Trust reported a distributable amount of $48K for 2024 — the minimum it must pay out in qualifying distributions.

About H a Middleton Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $241K (100%)

States

Connecticut

Cities

Danbury

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$841,447	$862,043	$906,170
Revenue	$46,113	$23,454	$38,037
Expenses	$67,536	$66,603	$67,947
Qualifying Distributions	$53,726	$53,594	$52,502
Net Investment Income	$31,594	$13,906	$24,135
Distributable Amount	$48,168	$45,161	$48,032

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Danbury Hospital ($51,120).

Recipient	Purpose	Amount
THE DANBURY HOSPITAL DANBURY, CT	GENERAL OPERATING	$51,120

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$15,039

Frequently Asked Questions

How large is H a Middleton Trust?

As of 2024, H a Middleton Trust holds $841K in total assets with $46K in annual revenue. It awarded 1 grants totaling $51K in 2024.

Where does H a Middleton Trust operate?

H a Middleton Trust has awarded grants in Connecticut.

What size grants does H a Middleton Trust award?

In 2024, H a Middleton Trust awarded 1 grants totaling $51K — an average of about $51K per grant, based on its IRS Form 990 filings.

How much is H a Middleton Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, H a Middleton Trust reported a distributable amount of $48K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.