Trustee U W Sheldon Leavitt-main

Foundation · Grantmaker SAINT LOUIS, MO EIN: 56-6126009

Trustee U W Sheldon Leavitt-main is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $492K in total assets. In 2024, it awarded 1 grants totaling $23K. Net investment income was $33K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$492K

+2.3% YoY

Annual Giving

$23K

-8.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$23K

-8.0% YoY

Under IRS private-foundation payout rules, Trustee U W Sheldon Leavitt-main reported a distributable amount of $27K for 2024 — the minimum it must pay out in qualifying distributions.

About Trustee U W Sheldon Leavitt-main

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $113K (100%)

States

North Carolina

Cities

Asheville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$491,987	$481,082	$497,294
Revenue	$40,715	$15,686	$22,740
Expenses	$29,836	$31,712	$37,469
Qualifying Distributions	$24,624	$26,895	$31,894
Net Investment Income	$33,036	$9,130	$16,102
Distributable Amount	$27,123	$26,031	$27,789

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

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St Marys Episcopal Church ($23,000).

Recipient	Purpose	Amount
ST MARYS EPISCOPAL CHURCH ASHEVILLE, NC	GENERAL OPERATING	$23,000

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	$5,215

Frequently Asked Questions

How large is Trustee U W Sheldon Leavitt-main?

As of 2024, Trustee U W Sheldon Leavitt-main holds $492K in total assets with $41K in annual revenue. It awarded 1 grants totaling $23K in 2024.

Where does Trustee U W Sheldon Leavitt-main operate?

Trustee U W Sheldon Leavitt-main has awarded grants in North Carolina.

What size grants does Trustee U W Sheldon Leavitt-main award?

In 2024, Trustee U W Sheldon Leavitt-main awarded 1 grants totaling $23K — an average of about $23K per grant, based on its IRS Form 990 filings.

How much is Trustee U W Sheldon Leavitt-main required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Trustee U W Sheldon Leavitt-main reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Trustee U W Sheldon Leavitt-main's EIN?

Trustee U W Sheldon Leavitt-main's EIN (Employer Identification Number) is 56-6126009. IRS Form 990 filing data is available on this page for 2020–2024.