Wallace Est Mgt S Decd Nj Acct Tw

SAINT LOUIS, MO EIN: 23-6215348

Wallace Est Mgt S Decd Nj Acct Tw is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 1 grants totaling $67K. Net investment income was $47K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

-1.7% YoY

Annual Giving

$67K

-6.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$67K

-6.0% YoY

Under IRS private-foundation payout rules, Wallace Est Mgt S Decd Nj Acct Tw reported a distributable amount of $69K for 2024 — the minimum it must pay out in qualifying distributions.

About Wallace Est Mgt S Decd Nj Acct Tw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $334K (100%)

States

Indiana

Cities

Jeffersonville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,209,223	$1,230,130	$1,287,780
Revenue	$66,467	$35,470	$59,420
Expenses	$88,567	$91,709	$96,957
Qualifying Distributions	$70,116	$74,217	$76,024
Net Investment Income	$46,936	$20,818	$40,748
Distributable Amount	$68,770	$64,319	$68,399

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 The Presbyterian Foundation Inc ($67,000).

Recipient	Purpose	Amount
THE PRESBYTERIAN FOUNDATION INC JEFFERSONVILLE, IN	GENERAL OPERATING	$67,000

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	$20,136

Frequently Asked Questions

How large is Wallace Est Mgt S Decd Nj Acct Tw?

As of 2024, Wallace Est Mgt S Decd Nj Acct Tw holds $1.2M in total assets with $66K in annual revenue. It awarded 1 grants totaling $67K in 2024.

Where does Wallace Est Mgt S Decd Nj Acct Tw operate?

Wallace Est Mgt S Decd Nj Acct Tw has awarded grants in Indiana.

What size grants does Wallace Est Mgt S Decd Nj Acct Tw award?

In 2024, Wallace Est Mgt S Decd Nj Acct Tw awarded 1 grants totaling $67K — an average of about $67K per grant, based on its IRS Form 990 filings.

How much is Wallace Est Mgt S Decd Nj Acct Tw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Wallace Est Mgt S Decd Nj Acct Tw reported a distributable amount of $69K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Wallace Est Mgt S Decd Nj Acct Tw's EIN?

Wallace Est Mgt S Decd Nj Acct Tw's EIN (Employer Identification Number) is 23-6215348. IRS Form 990 filing data is available on this page for 2020–2024.