Mildred J Levis Charitable Trust
Mildred J Levis Charitable Trust is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $893K in total assets. In 2025, it awarded 2 grants totaling $50K. Net investment income was $47K.
Mildred J Levis Charitable Trust at a glance
In short: Mildred J Levis Charitable Trust gave $50K across 2 grants in 2025 (avg $25K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $50,428
- +0.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $25,214
- +0.0% vs 2024
- Median grant
- $25,214
- Total assets
- $892,976
- -0.9% vs 2024
- Primary geography
- California (75% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Mildred J Levis Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Immanuel Presbyterian Church ($38K). Together the top 2 received $50K.
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 2 itemized grants.
States
Cities
How Mildred J Levis Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 93% 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 2021 to 2025, annual grant giving ranged from $50K (2021) to $50K (2025). In 2025 it made 2 grants totaling $50K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Immanuel Presbyterian Church Los Angeles, CA | General Operating | $37,821 |
| Southern Illinois University Carbondale, IL | General Operating | $12,607 |
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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 | $892,976 | $63,650 | $71,566 | $50,428 | 2 | $53,504 | $46,543 | $57,347 |
| 2024 | $901,030 | $69,288 | $69,897 | $50,428 | 2 | $53,399 | $52,903 | $53,822 |
| 2023 | $902,071 | $52,506 | $69,475 | $50,428 | 2 | $53,129 | $37,089 | $51,929 |
| 2022 | $918,887 | $83,094 | $71,666 | $50,428 | 2 | $53,324 | $66,112 | $59,756 |
| 2021 | $907,357 | $81,282 | $69,611 | $50,428 | 2 | — | $65,288 | $56,300 |
Under IRS private-foundation payout rules, Mildred J Levis Charitable Trust reported a distributable amount of $57K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Mildred J Levis Charitable Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2021
1 hr/week
$17K (2021) → $17K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 Wells Fargo Bank N a (Trustee).
Frequently asked questions about Mildred J Levis Charitable Trust
How much does Mildred J Levis Charitable Trust give each year?
Mildred J Levis Charitable Trust gave $50K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 2 grants.
How large is Mildred J Levis Charitable Trust?
Mildred J Levis Charitable Trust reported $893K in total assets on its 2025 IRS Form 990-PF. It paid out $54K in qualifying distributions that year, against a required minimum of $57K (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.
Where does Mildred J Levis Charitable Trust operate?
Mildred J Levis Charitable Trust has awarded grants in California, Illinois.
What is Mildred J Levis Charitable Trust's EIN?
Mildred J Levis Charitable Trust's EIN (Employer Identification Number) is 95-3751898. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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