Louise W Thalheimer Charitable Trust

Private foundation · Grantmaker Greenwood, MS EIN: 23-7208414

Louise W Thalheimer Charitable Trust is a private foundation, based in Greenwood, MS. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $119K in total assets. In 2024, it awarded 1 grant totaling $43K. Net investment income was $10K.

Key facts about Louise W Thalheimer Charitable Trust

In short: Louise W Thalheimer Charitable Trust gave $43K across 1 grant in 2024 (avg $43K), mostly in Mississippi. Source: 2024 IRS Form 990-PF.

EIN
23-7208414
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$42,936
Grants made (2024)
1
Average grant
$42,936
Median grant
$42,936
Total assets
$118,775
Primary geography
Mississippi (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$119K

+7.0% YoY

Annual Giving

$43K

+12.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$43K

+12.4% YoY

Under IRS private-foundation payout rules, Louise W Thalheimer Charitable Trust reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.

How Louise W Thalheimer Charitable Trust gives

  • Giving held roughly steady from 2021 to 2024 (+3%). Method
  • In 2024 it paid out 604% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Greenwood

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K3 grants2020 1 grant2021 2 grants2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $38K (2022) to $88K (2020). In 2024 it made 1 grant totaling $43K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Twin Rivers Non-Profit: $43KTwin Rivers Non-Profit$43K

The largest 2024 recipient was Twin Rivers Non-Profit ($43K).

Grant Size Distribution

8 grants across all recorded years

7<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 7 grants of 8 (88%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Twin Rivers Non-Profit Greenwood, MSMedical Facility Capital Campaign$42,936

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$118,775$111,015$107,487
Revenue$51,510$42,537$42,151
Expenses$43,750$39,009$38,850
Qualifying Distributions$42,936$38,211$38,011
Net Investment Income$9,645$5,321$5,640
Distributable Amount$7,103$6,384$6,484

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 3, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS October 18, 2023)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Louise W Thalheimer Charitable Trust is led by Jeff Warren, Trustee on every filing since 2020 — the only officer listed, and compensated.

Officers on the 2024 filing

  • Jeff Warren

    Trustee

    On filings since 2020

    1 hr/week

    $100 (2020) → $100 (2024)

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Jeff Warren — Trustee: $100Jeff WarrenTrustee$100

The highest reported compensation on the 2024 filing was $100, to Jeff Warren (Trustee).

Frequently asked questions about Louise W Thalheimer Charitable Trust

How much does Louise W Thalheimer Charitable Trust give each year?

Louise W Thalheimer Charitable Trust gave $43K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $38K across 1 grant.

How large is Louise W Thalheimer Charitable Trust?

Louise W Thalheimer Charitable Trust reported $119K in total assets on its 2024 IRS Form 990-PF. It paid out $43K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).

Where does Louise W Thalheimer Charitable Trust operate?

Louise W Thalheimer Charitable Trust has awarded grants in Mississippi.

What is Louise W Thalheimer Charitable Trust's EIN?

Louise W Thalheimer Charitable Trust's EIN (Employer Identification Number) is 23-7208414. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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