Pearl Hummel Trust Under Will

Private foundation · Grantmaker Billings, MT EIN: 42-6229310

Pearl Hummel Trust Under Will is a private foundation, based in Billings, MT. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $160K in total assets. In 2025, it awarded 1 grant totaling $5K. Net investment income was $13K.

Pearl Hummel Trust Under Will at a glance

In short: Pearl Hummel Trust Under Will gave $5K across 1 grant in 2025 (avg $5K), mostly in Missouri. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$4,829
+7.6% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$4,829
+7.6% vs 2024
Median grant
$4,829
Total assets
$159,919
+2.6% vs 2024
Primary geography
Missouri (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Pearl Hummel Trust Under Will funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

School of the Ozarks Development Office: $5KSchool of the OzarksDevelopment Office$5K

The largest 2025 recipient was School of the Ozarks Development Office ($5K).

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 4 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Point Lookout

How Pearl Hummel Trust Under Will gives

  • Giving held roughly steady from 2022 to 2025 (+15%). Method
  • In 2025 it paid out 87% 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

$0$2K$4K$6K1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2022 to 2025, annual grant giving ranged from $4K (2022) to $5K (2025). In 2025 it made 1 grant totaling $5K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
School of the Ozarks Development Office Point Lookout, MOProgram Support$4,829
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$159,919$14,616$10,565$4,8291$8,023$12,773$9,262
2024$155,840$16,031$9,221$4,4861$7,513$14,574$8,860
2023$149,159$11,990$9,404$4,4401$7,624$10,551$8,218
2022$146,512$205$7,823$4,2001$5,927$3,110$8,814

Under IRS private-foundation payout rules, Pearl Hummel Trust Under Will reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Pearl Hummel Trust Under Will's only listed officer is First Interstate Bank, Trustee on every filing since 2022 (compensated).

Officers on the 2025 filing

  • First Interstate Bank

    Trustee

    On filings since 2022

    2 hrs/week

    $2K (2022) → $2K (2025)

Data from IRS Form 990 filings, 2022–2025. "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

First Interstate Bank — Trustee: $2KFirst Interstate BankTrustee$2K

The highest reported compensation on the 2025 filing was $2K, to First Interstate Bank (Trustee).

Frequently asked questions about Pearl Hummel Trust Under Will

How much does Pearl Hummel Trust Under Will give each year?

Pearl Hummel Trust Under Will gave $5K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 1 grant.

How large is Pearl Hummel Trust Under Will?

Pearl Hummel Trust Under Will reported $160K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $9K (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 Pearl Hummel Trust Under Will operate?

Pearl Hummel Trust Under Will has awarded grants in Missouri.

What is Pearl Hummel Trust Under Will's EIN?

Pearl Hummel Trust Under Will's EIN (Employer Identification Number) is 42-6229310. IRS Form 990 filing data is available on this page for 2022–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(5)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  2. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
  3. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  4. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  5. IRS filings on file for fiscal years 2022–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Pearl Hummel Trust Under Will's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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