United Way Combined Perpetual Tr

SAINT LOUIS, MO EIN: 25-6711417

United Way Combined Perpetual Tr is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $395K in total assets. In 2024, it awarded 1 grants totaling $16K. Net investment income was $20K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$395K

+0.4% YoY

Annual Giving

$16K

-38.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$16K

-38.5% YoY

Under IRS private-foundation payout rules, United Way Combined Perpetual Tr reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.

About United Way Combined Perpetual Tr

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $115K (100%)

States

Pennsylvania

Cities

Enola

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$394,618	$393,020	$412,073
Revenue	$27,291	$16,053	$24,287
Expenses	$25,709	$35,079	$38,668
Qualifying Distributions	$17,955	$27,943	$31,250
Net Investment Income	$19,557	$9,175	$16,861
Distributable Amount	$27,841	$24,737	$25,794

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 United Way Capital Region ($16,000).

Recipient	Purpose	Amount
UNITED WAY CAPITAL REGION ENOLA, PA	GENERAL SUPPORT	$16,000

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	$8,532

Frequently Asked Questions

How large is United Way Combined Perpetual Tr?

As of 2024, United Way Combined Perpetual Tr holds $395K in total assets with $27K in annual revenue. It awarded 1 grants totaling $16K in 2024.

Where does United Way Combined Perpetual Tr operate?

United Way Combined Perpetual Tr has awarded grants in Pennsylvania.

What size grants does United Way Combined Perpetual Tr award?

In 2024, United Way Combined Perpetual Tr awarded 1 grants totaling $16K — an average of about $16K per grant, based on its IRS Form 990 filings.

How much is United Way Combined Perpetual Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, United Way Combined Perpetual Tr reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is United Way Combined Perpetual Tr's EIN?

United Way Combined Perpetual Tr's EIN (Employer Identification Number) is 25-6711417. IRS Form 990 filing data is available on this page for 2020–2024.