Stream Harold O Charitable Trust

Foundation · Grantmaker Saint Louis, MO EIN: 35-6557971

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.

Key facts about Stream Harold O Charitable Trust

EIN: 35-6557971
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $24,000
Grants made (2025): 4
Average grant: $6,000
Median grant: $6,000
Total assets: $475,256
Primary geography: Indiana (70% of itemized 2025 grant dollars)

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

Who Stream Harold O Charitable Trust funds

By grant dollars, the top recipient states for Stream Harold O Charitable Trust's 4 itemized 2025 grants were Indiana (70%) and Florida (30%). The most frequent recipient cities were South Bend, IN (3 grants). 100% of grants with a stated purpose were for general or operating support.

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.

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$475K

-2.3% YoY

Annual Giving

$24K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$6K

+0.0% YoY

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.

About Stream Harold O Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $17K (70%)

Florida $7K (30%)

Share of all 4 itemized 2025 grant dollars.

States

Florida Indiana

Cities

South BendTampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$475,256	$486,510	$494,631
Revenue	$24,048	$26,302	$11,771
Expenses	$35,332	$34,234	$37,726
Qualifying Distributions	$26,290	$26,019	$29,839
Net Investment Income	$15,410	$18,151	$7,229
Distributable Amount	$28,847	$26,776	$26,160

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2021–2025

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include St Peters United Church of Christ ($9,600), Shriners Hospitals for Children ($7,200), Potawatomi Zoological Society Inc ($4,800).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

Name	Title	Hours	Compensation
Wells Fargo Bank N a	Trustee	1	$9,491

Frequently Asked Questions

How large is Stream Harold O Charitable Trust?

As of 2025, Stream Harold O Charitable Trust holds $475K in total assets with $24K in annual revenue. It awarded 4 grants totaling $24K in 2025.

Where does Stream Harold O Charitable Trust operate?

Stream Harold O Charitable Trust has awarded grants in Florida, Indiana.

What size grants does Stream Harold O Charitable Trust award?

In 2025, Stream Harold O Charitable Trust awarded 4 grants totaling $24K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Stream Harold O Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Stream Harold O Charitable Trust reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.