Peggy Underwood Trust FBO Habitat for Humanit
Peggy Underwood Trust FBO Habitat for Humanit is a private foundation, based in St. Louis, MO. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $980K in total assets. In 2024, it awarded 1 grant totaling $103K. Net investment income was $39K.
Peggy Underwood Trust FBO Habitat for Humanit at a glance
In short: Peggy Underwood Trust FBO Habitat for Humanit gave $103K across 1 grant in 2024 (avg $103K), mostly in North Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $102,634
- Grants made (2024)
- 1
- Average grant
- $102,634
- Median grant
- $102,634
- Total assets
- $979,585
- +3.8% vs 2023
- Primary geography
- North Carolina (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Peggy Underwood Trust FBO Habitat for Humanit funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Habitat for Humanity of Wake County ($103K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $100–250K range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Peggy Underwood Trust FBO Habitat for Humanit gives
- In 2024 it paid out 202% of its IRS minimum distribution (the 5% rule). 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
In 2024 it made 1 grant totaling $103K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Habitat for Humanity of Wake County Raleigh, NC | General/Program Support | $102,634 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $979,585 | $154,116 | $117,979 | $102,634 | 1 | $105,834 | $39,331 | $52,337 |
| 2023 | $943,495 | $869,504 | $4,586 | — | — | — | $18,015 | $26,687 |
Under IRS private-foundation payout rules, Peggy Underwood Trust FBO Habitat for Humanit reported a distributable amount of $52K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Peggy Underwood Trust FBO Habitat for Humanit's only listed officer is Edward Jones Trust Company, Trustee on every filing since 2023 (compensated).
Officers on the 2024 filing
Edward Jones Trust Company
Trustee
On filings since 2023
1 hr/week
$4K (2023) → $11K (2024)
Data from IRS Form 990 filings, 2023–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $11K, to Edward Jones Trust Company (Trustee).
Frequently asked questions about Peggy Underwood Trust FBO Habitat for Humanit
How much does Peggy Underwood Trust FBO Habitat for Humanit give each year?
Peggy Underwood Trust FBO Habitat for Humanit gave $103K across 1 grant in 2024, according to its 2024 IRS Form 990-PF.
How large is Peggy Underwood Trust FBO Habitat for Humanit?
Peggy Underwood Trust FBO Habitat for Humanit reported $980K in total assets on its 2024 IRS Form 990-PF. It paid out $106K in qualifying distributions that year, against a required minimum of $52K (roughly 5% of its investment assets).
Where does Peggy Underwood Trust FBO Habitat for Humanit operate?
Peggy Underwood Trust FBO Habitat for Humanit has awarded grants in North Carolina.
What is Peggy Underwood Trust FBO Habitat for Humanit's EIN?
Peggy Underwood Trust FBO Habitat for Humanit's EIN (Employer Identification Number) is 93-6479582. IRS Form 990 filing data is available on this page for 2023–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2023–2024
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Figures come from Peggy Underwood Trust FBO Habitat for Humanit'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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