Stream Harold O Charitable Trust

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.

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 $92K (70%)

Florida $40K (30%)

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

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 include St Peters United Church of Christ ($9,600), Shriners Hospitals for Children ($7,200), Potawatomi Zoological Society Inc ($4,800).

Recipient	Purpose	Amount
POTAWATOMI ZOOLOGICAL SOCIETY INC SOUTH BEND, IN	GENERAL OPERATING	$4,800
ST JOSEPH COUNTY PUBLIC LIBRARY SOUTH BEND, IN	GENERAL OPERATING	$2,400
ST PETERS UNITED CHURCH OF CHRIST SOUTH BEND, IN	GENERAL OPERATING	$9,600
SHRINERS HOSPITALS FOR CHILDREN TAMPA, FL	GENERAL OPERATING	$7,200

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 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.