Nina May Bozarth Testamentary Trust

CLAYTON, MO EIN: 37-6089825

Nina May Bozarth Testamentary Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CLAYTON, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 6 grants totaling $178K. Net investment income was $136K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.9M

-2.1% YoY

Annual Giving

$178K

-7.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$30K

-7.3% YoY

Under IRS private-foundation payout rules, Nina May Bozarth Testamentary Trust reported a distributable amount of $195K for 2024 — the minimum it must pay out in qualifying distributions.

About Nina May Bozarth Testamentary Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $916K (100%)

States

Illinois

Cities

BloomingtonEurekaNormalPark RidgeUrbana

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,850,426	$2,911,216	$3,048,542
Revenue	$169,878	$104,801	$268,640
Expenses	$217,417	$229,922	$245,175
Qualifying Distributions	$185,507	$198,625	$208,817
Net Investment Income	$136,470	$75,336	$236,671
Distributable Amount	$195,498	$184,642	$199,645

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

30 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Eureka College ($49,381), Cdf Dba Carle Ctr for Philanthropy ($49,381), Children's Home & Aid Society ($19,749).

Recipient	Purpose	Amount
CHILDREN'S HOME & AID SOCIETY BLOOMINGTON, IL	GENERAL OPERATIONS	$19,749
YOUNG WOMEN'S CHRISTIAN ASSOCIATION BLOOMINGTON, IL	GENERAL OPERATIONS	$19,749
MCLEAN COUNTY UNITED WAY FUND BLOOMINGTON, IL	GENERAL OPERATIONS	$19,749
THE BABY FOLD NORMAL, IL	GENERAL OPERATIONS	$19,749
EUREKA COLLEGE EUREKA, IL	GENERAL OPERATIONS	$49,381
CDF DBA CARLE CTR FOR PHILANTHROPY URBANA, IL	GENERAL OPERATIONS	$49,381

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Nina May Bozarth Testamentary Trust?

Nina May Bozarth Testamentary Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CLAYTON, MO. It holds $2.9M in total assets as of 2024.

How large is Nina May Bozarth Testamentary Trust?

As of 2024, Nina May Bozarth Testamentary Trust holds $2.9M in total assets with $170K in annual revenue. It awarded 6 grants totaling $178K in 2024.

Where does Nina May Bozarth Testamentary Trust operate?

Nina May Bozarth Testamentary Trust has awarded grants in Illinois.

What size grants does Nina May Bozarth Testamentary Trust award?

In 2024, Nina May Bozarth Testamentary Trust awarded 6 grants totaling $178K — an average of about $30K per grant, based on its IRS Form 990 filings.

How much is Nina May Bozarth Testamentary Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Nina May Bozarth Testamentary Trust reported a distributable amount of $195K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.