Nina May Bozarth Testamentary Trust
Nina May Bozarth Testamentary Trust is a private foundation, based in Clayton, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 6 grants totaling $188K. Net investment income was $196K.
Nina May Bozarth Testamentary Trust at a glance
In short: Nina May Bozarth Testamentary Trust gave $188K across 6 grants in 2025 (avg $31K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $187,750
- +5.6% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $31,292
- +5.6% vs 2024
- Median grant
- $20,859
- Total assets
- $2,838,521
- -0.4% vs 2024
- Primary geography
- Illinois (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 Nina May Bozarth Testamentary Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Eureka College ($52K). Together the top 6 received $188K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 24 grants of 30 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Nina May Bozarth Testamentary Trust gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 96% 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 2020 to 2025, annual grant giving ranged from $171K (2020) to $201K (2022). In 2025 it made 6 grants totaling $188K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Eureka College Eureka, IL | General Operations | $52,157 |
| CDF DBA Carle Ctr for Philanthropy Urbana, IL | General Operations | $52,157 |
| Children's Home & Aid Society Bloomington, IL | General Operations | $20,859 |
| Young Women's Christian Association Bloomington, IL | General Operations | $20,859 |
| McLean County United Way Fund Bloomington, IL | General Operations | $20,859 |
| The Baby Fold Normal, IL | General Operations | $20,859 |
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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 | $2,838,521 | $231,296 | $230,543 | $187,750 | 6 | $195,806 | $195,980 | $203,605 |
| 2024 | $2,850,426 | $169,878 | $217,417 | $177,758 | 6 | $185,507 | $136,470 | $195,498 |
| 2023 | $2,911,216 | $104,801 | $229,922 | $191,740 | 6 | $198,625 | $75,336 | $184,642 |
| 2022 | $3,048,542 | $268,640 | $245,175 | $200,912 | 6 | $208,817 | $236,671 | $199,645 |
| 2021 | $3,038,028 | $307,549 | $212,722 | $175,043 | 6 | — | $278,028 | $207,614 |
| 2020 | $2,942,811 | $135,678 | $202,568 | $171,011 | 6 | — | $108,636 | $181,066 |
Under IRS private-foundation payout rules, Nina May Bozarth Testamentary Trust reported a distributable amount of $204K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Nina May Bozarth Testamentary Trust is led by Commerce Trust, Trustee & Tax Preparation on every filing since 2023 — the only officer listed, and compensated.
Officers on the 2025 filing
Commerce Trust
Trustee & Tax Preparation
On filings since 2023
2 hrs/week
$32K (2023) → $37K (2025)
Former officers (1)
- Former: Commerce Trust Company (2020–2022) — Trustee & Tax Preparation
Data from IRS Form 990 filings, 2020–2025. "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 $37K, to Commerce Trust (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Nina May Bozarth Testamentary Trust
How much does Nina May Bozarth Testamentary Trust give each year?
Nina May Bozarth Testamentary Trust gave $188K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $178K across 6 grants.
What is Nina May Bozarth Testamentary Trust's typical grant size?
Nina May Bozarth Testamentary Trust's median grant in 2025 was $20,859, and its average grant was $31,292, across 6 grants on its 2025 IRS Form 990-PF.
Where does Nina May Bozarth Testamentary Trust give grants?
Nina May Bozarth Testamentary Trust gives mostly in Illinois: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Bloomington, IL (3 grants).
Does Nina May Bozarth Testamentary Trust give general operating support?
Yes: 100% of Nina May Bozarth Testamentary Trust's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Nina May Bozarth Testamentary Trust's largest grantees?
Nina May Bozarth Testamentary Trust's largest 2025 grantees include Eureka College ($52,157), CDF DBA Carle Ctr for Philanthropy ($52,157) and Children's Home & Aid Society ($20,859), according to its 2025 IRS Form 990-PF. Together they received 67% of its itemized 2025 grant dollars.
How large is Nina May Bozarth Testamentary Trust?
Nina May Bozarth Testamentary Trust reported $2.8M in total assets on its 2025 IRS Form 990-PF. It paid out $196K in qualifying distributions that year, against a required minimum of $204K (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 Nina May Bozarth Testamentary Trust's EIN?
Nina May Bozarth Testamentary Trust's EIN (Employer Identification Number) is 37-6089825. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 15, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS December 5, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 12, 2026)
- IRS filings on file for fiscal years 2020–2025
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