Helen Petersdorf Educational Trust

SAINT LOUIS, MO EIN: 23-7185884

Helen Petersdorf Educational Trust is a private foundation focused on Education, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $202K in total assets. In 2024, it awarded 1 grants totaling $7K. Net investment income was $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$202K

+1.1% YoY

Annual Giving

$7K

-22.2% YoY

Grant Count

-50.0% YoY

Avg Grant Size

$7K

+55.6% YoY

Under IRS private-foundation payout rules, Helen Petersdorf Educational Trust reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.

About Helen Petersdorf Educational Trust

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Arizona $25K (56%)

Utah $8K (17%)

Arkansas $5K (10%)

Montana $3K (7%)

Colorado $3K (6%)

Wyoming $3K (6%)

States

Arkansas Arizona Colorado Montana Utah Wyoming

Cities

BozemanDenverFlagstaffLaramieOremProvoTempe

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$202,208	$200,088	$207,987
Revenue	$12,712	$5,809	$6,271
Expenses	$15,141	$13,836	$17,417
Qualifying Distributions	$12,134	$11,103	$14,326
Net Investment Income	$9,568	$3,771	$4,678
Distributable Amount	$16,008	$10,746	$13,622

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

12 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Arizona State University ($7,000).

Recipient	Purpose	Amount
ARIZONA STATE UNIVERSITY TEMPE, AZ	SCHOLARSHIP	$7,000

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	$3,890

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Helen Petersdorf Educational Trust?

Helen Petersdorf Educational Trust is a private foundation focused on Education, based in SAINT LOUIS, MO. It holds $202K in total assets as of 2024.

How large is Helen Petersdorf Educational Trust?

As of 2024, Helen Petersdorf Educational Trust holds $202K in total assets with $13K in annual revenue. It awarded 1 grants totaling $7K in 2024.

Where does Helen Petersdorf Educational Trust operate?

Helen Petersdorf Educational Trust has awarded grants in Arkansas, Arizona, Colorado, Montana, Utah, Wyoming.

What size grants does Helen Petersdorf Educational Trust award?

In 2024, Helen Petersdorf Educational Trust awarded 1 grants totaling $7K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Helen Petersdorf Educational Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen Petersdorf Educational Trust reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Helen Petersdorf Educational Trust's EIN?

Helen Petersdorf Educational Trust's EIN (Employer Identification Number) is 23-7185884. IRS Form 990 filing data is available on this page for 2020–2024.