Oma Bell Perry Charitable Remainder Trust

SAINT LOUIS, MO EIN: 74-6450319

Oma Bell Perry Charitable Remainder Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $683K in total assets. In 2024, it awarded 1 grants totaling $35K. Net investment income was $30K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$683K

-0.1% YoY

Annual Giving

$35K

-1.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$35K

-1.7% YoY

Under IRS private-foundation payout rules, Oma Bell Perry Charitable Remainder Trust reported a distributable amount of $42K for 2024 — the minimum it must pay out in qualifying distributions.

About Oma Bell Perry Charitable Remainder 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

Texas $182K (100%)

States

Texas

Cities

Ingram

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$683,138	$683,939	$702,013
Revenue	$50,339	$36,307	$37,646
Expenses	$51,523	$53,404	$57,069
Qualifying Distributions	$38,701	$40,091	$43,973
Net Investment Income	$30,080	$24,266	$25,650
Distributable Amount	$42,370	$38,900	$41,074

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 Hill Country Youth Ranch ($35,400).

Recipient	Purpose	Amount
HILL COUNTRY YOUTH RANCH INGRAM, TX	GENERAL OPERATING	$35,400

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$13,007

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Oma Bell Perry Charitable Remainder Trust?

Oma Bell Perry Charitable Remainder Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. It holds $683K in total assets as of 2024.

How large is Oma Bell Perry Charitable Remainder Trust?

As of 2024, Oma Bell Perry Charitable Remainder Trust holds $683K in total assets with $50K in annual revenue. It awarded 1 grants totaling $35K in 2024.

Where does Oma Bell Perry Charitable Remainder Trust operate?

Oma Bell Perry Charitable Remainder Trust has awarded grants in Texas.

What size grants does Oma Bell Perry Charitable Remainder Trust award?

In 2024, Oma Bell Perry Charitable Remainder Trust awarded 1 grants totaling $35K — an average of about $35K per grant, based on its IRS Form 990 filings.

How much is Oma Bell Perry Charitable Remainder Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Oma Bell Perry Charitable Remainder Trust reported a distributable amount of $42K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.