Natalie S Fassett Trust Co S & T Wealth

INDIANA, PA EIN: 90-0094804

Natalie S Fassett Trust Co S & T Wealth is a private foundation, based in INDIANA, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $297K in total assets. In 2024, it awarded 1 grants totaling $7K. Net investment income was $14K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$297K

+2.3% YoY

Annual Giving

$7K

+32.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$7K

+32.4% YoY

Under IRS private-foundation payout rules, Natalie S Fassett Trust Co S & T Wealth reported a distributable amount of $18K for 2024 — the minimum it must pay out in qualifying distributions.

About Natalie S Fassett Trust Co S & T Wealth

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $50K (100%)

States

Pennsylvania

Cities

Homer City

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$297,401	$290,855	$289,075
Revenue	$18,686	$15,168	$14,003
Expenses	$12,210	$9,744	$23,393
Qualifying Distributions	$12,010	$9,706	$22,693
Net Investment Income	$13,852	$10,802	$9,693
Distributable Amount	$18,045	$16,056	$16,351

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 Homer City United Methodist Church ($7,125).

Recipient	Purpose	Amount
HOMER CITY UNITED METHODIST CHURCH HOMER CITY, PA	RELIGIOUS ACTIVITIES	$7,125

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ST BANK	TRUSTEE	1	$4,635

Frequently Asked Questions

How large is Natalie S Fassett Trust Co S & T Wealth?

As of 2024, Natalie S Fassett Trust Co S & T Wealth holds $297K in total assets with $19K in annual revenue. It awarded 1 grants totaling $7K in 2024.

Where does Natalie S Fassett Trust Co S & T Wealth operate?

Natalie S Fassett Trust Co S & T Wealth has awarded grants in Pennsylvania.

What size grants does Natalie S Fassett Trust Co S & T Wealth award?

In 2024, Natalie S Fassett Trust Co S & T Wealth awarded 1 grants totaling $7K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Natalie S Fassett Trust Co S & T Wealth required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Natalie S Fassett Trust Co S & T Wealth reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Natalie S Fassett Trust Co S & T Wealth's EIN?

Natalie S Fassett Trust Co S & T Wealth's EIN (Employer Identification Number) is 90-0094804. IRS Form 990 filing data is available on this page for 2020–2024.