Tom Ogletree Memorial Schshp Trust

SAINT LOUIS, MO EIN: 63-6020745

Tom Ogletree Memorial Schshp Trust is a private foundation focused on Education, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. In 2024, it awarded 10 grants totaling $51K. Net investment income was $11K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$51K

+3292.5% YoY

Grant Count

+900.0% YoY

Avg Grant Size

$5K

+239.3% YoY

Under IRS private-foundation payout rules, Tom Ogletree Memorial Schshp Trust reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.

About Tom Ogletree Memorial Schshp Trust

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $60K (100%)

States

Alabama

Cities

Alexander CityAnnistonAuburnBirminghamJacksonvilleNorthportSylacaugaTuscaloosa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	—	$49,465	$51,091
Revenue	$10,835	$1,310	$2,388
Expenses	$58,850	$2,876	$3,963
Qualifying Distributions	$58,548	$2,738	$3,712
Net Investment Income	$10,697	$1,407	$2,241
Distributable Amount	$2,320	$2,571	$2,765

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

17 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Sylacauga City Schools Foundation ($11,972), Community Foundation of Ne Alabama ($11,972), Community Foundation of West Alabama ($11,972).

Recipient	Purpose	Amount
CENTRAL ALABAMA COMMUNITY COLLEGE ALEXANDER CITY, AL	SCHOLARSHIP	$500
AUBURN UNIVERSITY AUBURN, AL	SCHOLARSHIP	$500
JACKSONVILLE STATE UNIVERSITY JACKSONVILLE, AL	SCHOLARSHIP	$500
JACKSONVILLE STATE UNIVERSITY JACKSONVILLE, AL	SCHOLARSHIP	$500
AUBURN UNIVERSITY AUBURN, AL	SCHOLARSHIP	$500
UNIVERSITY OF ALABAMA TUSCALOOSA, AL	SCHOLARSHIP	$500
SYLACAUGA CITY SCHOOLS FOUNDATION SYLACAUGA, AL	GENERAL OPERATING	$11,972
COMMUNITY FOUNDATION OF NE ALABAMA ANNISTON, AL	GENERAL OPERATING	$11,972
COMMUNITY FOUNDATION OF WEST ALABAMA NORTHPORT, AL	GENERAL OPERATING	$11,972
ALABAMA OPPORTUNITY SCHOLARSHIP FUND BIRMINGHAM, AL	SCHOLARSHIP	$11,972

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$123

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Tom Ogletree Memorial Schshp Trust?

Tom Ogletree Memorial Schshp Trust is a private foundation focused on Education, based in SAINT LOUIS, MO. It holds — in total assets as of 2024.

Where does Tom Ogletree Memorial Schshp Trust operate?

Tom Ogletree Memorial Schshp Trust has awarded grants in Alabama.

What size grants does Tom Ogletree Memorial Schshp Trust award?

In 2024, Tom Ogletree Memorial Schshp Trust awarded 10 grants totaling $51K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Tom Ogletree Memorial Schshp Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tom Ogletree Memorial Schshp Trust reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Tom Ogletree Memorial Schshp Trust's EIN?

Tom Ogletree Memorial Schshp Trust's EIN (Employer Identification Number) is 63-6020745. IRS Form 990 filing data is available on this page for 2020–2024.