Stream Harold O Charitable Trust
Stream Harold O Charitable Trust is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $475K in total assets. In 2025, it awarded 4 grants totaling $24K. Net investment income was $15K.
Stream Harold O Charitable Trust at a glance
In short: Stream Harold O Charitable Trust gave $24K across 4 grants in 2025 (avg $6K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $24,000
- +0.0% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $6,000
- +0.0% vs 2024
- Median grant
- $6,000
- Total assets
- $475,256
- -2.3% vs 2024
- Primary geography
- Indiana (70% 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 Stream Harold O Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was St Peters United Church of Christ ($10K). Together the top 4 received $24K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Stream Harold O Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 91% 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 2021 to 2025, annual grant giving ranged from $24K (2024) to $28K (2023). In 2025 it made 4 grants totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Peters United Church of Christ South Bend, IN | General Operating | $9,600 |
| Shriners Hospitals for Children Tampa, FL | General Operating | $7,200 |
| Potawatomi Zoological Society Inc South Bend, IN | General Operating | $4,800 |
| St Joseph County Public Library South Bend, IN | General Operating | $2,400 |
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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 | $475,256 | $24,048 | $35,332 | $24,000 | 4 | $26,290 | $15,410 | $28,847 |
| 2024 | $486,510 | $26,302 | $34,234 | $24,000 | 4 | $26,019 | $18,151 | $26,776 |
| 2023 | $494,631 | $11,771 | $37,726 | $28,000 | 4 | $29,839 | $7,229 | $26,160 |
| 2022 | $520,686 | $18,770 | $40,938 | $28,000 | 4 | $29,955 | $9,629 | $30,576 |
| 2021 | $542,728 | $97,871 | $39,444 | $28,000 | 4 | — | $89,065 | $28,564 |
Under IRS private-foundation payout rules, Stream Harold O Charitable Trust reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Stream Harold O Charitable Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2021
1 hr/week
$10K (2021) → $9K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $9K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Stream Harold O Charitable Trust
How much does Stream Harold O Charitable Trust give each year?
Stream Harold O Charitable Trust gave $24K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 4 grants.
What is Stream Harold O Charitable Trust's typical grant size?
Stream Harold O Charitable Trust's median grant in 2025 was $6,000, and its average grant was $6,000, across 4 grants on its 2025 IRS Form 990-PF.
Where does Stream Harold O Charitable Trust give grants?
Stream Harold O Charitable Trust gives mostly in Indiana: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (30%). The most frequent recipient cities were South Bend, IN (3 grants).
Does Stream Harold O Charitable Trust give general operating support?
Yes: 100% of Stream Harold O Charitable Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Stream Harold O Charitable Trust?
Stream Harold O Charitable Trust reported $475K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $29K (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.
What is Stream Harold O Charitable Trust's EIN?
Stream Harold O Charitable Trust's EIN (Employer Identification Number) is 35-6557971. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 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 2021–2025
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