Halverson Charitable Tua

SAINT LOUIS, MO EIN: 93-6239592

Halverson Charitable Tua is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $90K in total assets. In 2024, it awarded 1 grants totaling $4K. Net investment income was $2K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$90K

-3.3% YoY

Annual Giving

$4K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$4K

+0.0% YoY

Under IRS private-foundation payout rules, Halverson Charitable Tua reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.

About Halverson Charitable Tua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oregon $21K (100%)

States

Oregon

Cities

Portland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$89,547	$92,617	$96,618
Revenue	$4,365	$3,114	$1,701
Expenses	$7,472	$7,096	$7,359
Qualifying Distributions	$5,535	$5,288	$5,235
Net Investment Income	$2,444	$1,169	$1,057
Distributable Amount	$5,163	$4,847	$5,182

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 Christian Deaf Church ($4,000).

Recipient	Purpose	Amount
CHRISTIAN DEAF CHURCH PORTLAND, OR	GENERAL OPERATING	$4,000

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	$2,107

Frequently Asked Questions

How large is Halverson Charitable Tua?

As of 2024, Halverson Charitable Tua holds $90K in total assets with $4K in annual revenue. It awarded 1 grants totaling $4K in 2024.

Where does Halverson Charitable Tua operate?

Halverson Charitable Tua has awarded grants in Oregon.

What size grants does Halverson Charitable Tua award?

In 2024, Halverson Charitable Tua awarded 1 grants totaling $4K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Halverson Charitable Tua required to give away each year?

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