Peggy Underwood Trust FBO Hayes Barton Umc U

Foundation · Grantmaker St Louis, MO EIN: 93-6785223

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Peggy Underwood Trust FBO Hayes Barton Umc U is a private foundation focused on N/A, based in St Louis, MO. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $979K in total assets. In 2024, it awarded 1 grant totaling $56K. Net investment income was $35K.

Key facts about Peggy Underwood Trust FBO Hayes Barton Umc U

EIN: 93-6785223
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $56,307
Grants made (2024): 1
Average grant: $56,307
Median grant: $56,307
Total assets: $978,831
Primary geography: North Carolina (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated April 2026.

How Peggy Underwood Trust FBO Hayes Barton Umc U gives

In 2024 it paid out 109% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$979K

+9.1% YoY

Annual Giving

$56K

+25.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$56K

+25.0% YoY

Under IRS private-foundation payout rules, Peggy Underwood Trust FBO Hayes Barton Umc U reported a distributable amount of $52K for 2024 — the minimum it must pay out in qualifying distributions.

About Peggy Underwood Trust FBO Hayes Barton Umc U

Based on IRS filings

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $56K (100%)

Share of all 1 itemized 2024 grant dollars.

States

North Carolina

Cities

Raleigh

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023
Total Assets	$978,831	$897,575
Revenue	$149,973	$869,135
Expenses	$68,556	$50,213
Qualifying Distributions	$56,907	$45,063
Net Investment Income	$35,301	$18,124
Distributable Amount	$52,041	$26,277

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2023–2024

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

2 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Hayes Barton United Methodist Church ($56,307).

Recipient	Purpose	Amount
Hayes Barton United Methodist Church Raleigh, NC	GENERAL/OPERATIONAL	$56,307

Subject Areas

Focus areas based on grantmaking activity

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Frequently Asked Questions

What is Peggy Underwood Trust FBO Hayes Barton Umc U?

Peggy Underwood Trust FBO Hayes Barton Umc U is a private foundation focused on N/A, based in St Louis, MO. It holds $979K in total assets as of 2024.

How large is Peggy Underwood Trust FBO Hayes Barton Umc U?

As of 2024, Peggy Underwood Trust FBO Hayes Barton Umc U holds $979K in total assets with $150K in annual revenue. It awarded 1 grant totaling $56K in 2024.

Where does Peggy Underwood Trust FBO Hayes Barton Umc U operate?

Peggy Underwood Trust FBO Hayes Barton Umc U has awarded grants in North Carolina.

What size grants does Peggy Underwood Trust FBO Hayes Barton Umc U award?

In 2024, Peggy Underwood Trust FBO Hayes Barton Umc U awarded 1 grant totaling $56K — an average of about $56K per grant, based on its IRS Form 990 filings.

How much is Peggy Underwood Trust FBO Hayes Barton Umc U required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Peggy Underwood Trust FBO Hayes Barton Umc U reported a distributable amount of $52K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Peggy Underwood Trust FBO Hayes Barton Umc U's EIN?

Peggy Underwood Trust FBO Hayes Barton Umc U's EIN (Employer Identification Number) is 93-6785223. IRS Form 990 filing data is available on this page for 2023–2024.