Haupt Charitable Trust
Haupt Charitable Trust is a private foundation, based in Birmingham, AL. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 3 grants totaling $45K. Net investment income was $43K.
Haupt Charitable Trust at a glance
In short: Haupt Charitable Trust gave $45K across 3 grants in 2025 (avg $15K), mostly in Missouri. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $45,045
- -18.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $15,015
- -18.0% vs 2024
- Median grant
- $15,015
- Total assets
- $1,032,488
- -1.2% vs 2024
- Primary geography
- Missouri (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Haupt Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Shriners Hospital for Children ($15K). Together the top 3 received $45K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Haupt Charitable Trust gives
- Giving grew 55% from 2022 to 2025. Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2022 to 2025, annual grant giving ranged from $10K (2023) to $55K (2024). In 2025 it made 3 grants totaling $45K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriners Hospital for Children St. Louis, MO | General Operating | $15,015 |
| Demolay International Kansas City, MO | General Operating | $15,015 |
| Cardinal Glennon Childrens Medical Center St. Louis, MO | General Operating | $15,015 |
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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 | $1,032,488 | $57,248 | $69,340 | $45,045 | 3 | $54,261 | $43,456 | $55,528 |
| 2024 | $1,045,400 | $66,169 | $118,579 | $54,932 | 3 | $104,867 | $52,653 | $54,008 |
| 2023 | $1,099,675 | $19,733 | $57,728 | $9,592 | 2 | $25,975 | $12,325 | $52,004 |
| 2022 | $1,135,855 | $1,176,084 | $39,568 | $29,022 | 2 | $30,354 | $7,849 | $39,946 |
Under IRS private-foundation payout rules, Haupt Charitable Trust reported a distributable amount of $56K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Haupt Charitable Trust's only listed officer is Regions Bank, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2024
1 hr/week
$16K (2024) → $17K (2025)
Former officers (1)
- Former: Regions Bank Trust Dept (2022–2023) — Trustee
Data from IRS Form 990 filings, 2022–2025. "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 $17K, to Regions Bank (Trustee).
Frequently asked questions about Haupt Charitable Trust
How much does Haupt Charitable Trust give each year?
Haupt Charitable Trust gave $45K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $55K across 3 grants.
What is Haupt Charitable Trust's typical grant size?
Haupt Charitable Trust's median grant in 2025 was $15,015, and its average grant was $15,015, across 3 grants on its 2025 IRS Form 990-PF.
Where does Haupt Charitable Trust give grants?
Haupt Charitable Trust gives mostly in Missouri: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were St. Louis, MO (2 grants).
Does Haupt Charitable Trust give general operating support?
Yes: 100% of Haupt 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 Haupt Charitable Trust?
Haupt Charitable Trust reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $54K in qualifying distributions that year, against a required minimum of $56K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Haupt Charitable Trust's EIN?
Haupt Charitable Trust's EIN (Employer Identification Number) is 61-6675397. IRS Form 990 filing data is available on this page for 2022–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- IRS filings on file for fiscal years 2022–2025
Explore Open Grants
Browse active grant opportunities in Haupt Charitable Trust's focus areas in our free grants database
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