OMA Bell Perry Charitable Remainder Trust
OMA Bell Perry Charitable Remainder Trust is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $700K in total assets. In 2025, it awarded 1 grant totaling $39K. Net investment income was $59K.
OMA Bell Perry Charitable Remainder Trust at a glance
In short: OMA Bell Perry Charitable Remainder Trust gave $39K across 1 grant in 2025 (avg $39K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $39,000
- +10.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $39,000
- +10.2% vs 2024
- Median grant
- $39,000
- Total assets
- $699,766
- +2.4% vs 2024
- Primary geography
- Texas (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 OMA Bell Perry Charitable Remainder Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Hill Country Youth Ranch ($39K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How OMA Bell Perry Charitable Remainder Trust gives
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 95% 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 $35K (2021) to $40K (2022). In 2025 it made 1 grant totaling $39K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hill Country Youth Ranch Ingram, TX | General Operating | $39,000 |
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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 | $699,766 | $73,436 | $56,296 | $39,000 | 1 | $41,938 | $59,477 | $43,974 |
| 2024 | $683,138 | $50,339 | $51,523 | $35,400 | 1 | $38,701 | $30,080 | $42,370 |
| 2023 | $683,939 | $36,307 | $53,404 | $36,000 | 1 | $40,091 | $24,266 | $38,900 |
| 2022 | $702,013 | $37,646 | $57,069 | $40,000 | 1 | $43,973 | $25,650 | $41,074 |
| 2021 | $735,428 | $91,411 | $57,339 | $35,000 | 1 | $43,149 | $77,901 | $46,868 |
| 2020 | $702,153 | $60,171 | $51,295 | $36,000 | 1 | — | $48,707 | $39,904 |
Under IRS private-foundation payout rules, OMA Bell Perry Charitable Remainder Trust reported a distributable amount of $44K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
OMA Bell Perry Charitable Remainder Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2023
1 hr/week
$12K (2023) → $14K (2025)
Former officers (1)
- Former: Wells Fargo Bank NA (2020–2022) — Trustee
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 $14K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about OMA Bell Perry Charitable Remainder Trust
How much does OMA Bell Perry Charitable Remainder Trust give each year?
OMA Bell Perry Charitable Remainder Trust gave $39K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $35K across 1 grant.
How large is OMA Bell Perry Charitable Remainder Trust?
OMA Bell Perry Charitable Remainder Trust reported $700K in total assets on its 2025 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $44K (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 OMA Bell Perry Charitable Remainder Trust operate?
OMA Bell Perry Charitable Remainder Trust has awarded grants in Texas.
What is OMA Bell Perry Charitable Remainder Trust's EIN?
OMA Bell Perry Charitable Remainder Trust's EIN (Employer Identification Number) is 74-6450319. 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
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work OMA Bell Perry Charitable Remainder Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in OMA Bell Perry Charitable Remainder Trust's focus areas in our free grants database
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