Westermann Joint Living Trust
Westermann Joint Living Trust is a private foundation, based in Clayton, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $868K in total assets. In 2025, it awarded 1 grant totaling $43K. Net investment income was $52K.
Westermann Joint Living Trust at a glance
In short: Westermann Joint Living Trust gave $43K across 1 grant in 2025 (avg $43K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $42,512
- +5.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $42,512
- +5.3% vs 2024
- Median grant
- $42,512
- Total assets
- $867,945
- +0.8% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Westermann Joint Living Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Shriners Hospital for Children ($43K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Westermann Joint Living Trust gives
- Giving held roughly steady from 2022 to 2025 (−17%). Method
- In 2025 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $40K (2024) to $52K (2022). In 2025 it made 1 grant totaling $43K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriners Hospital for Children Tampa, FL | General Operations | $42,512 |
Ready to take the next step with Westermann Joint Living Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $867,945 | $63,359 | $55,571 | $42,512 | 1 | $44,437 | $52,225 | $49,019 |
| 2024 | $861,016 | $35,939 | $52,713 | $40,376 | 1 | $42,209 | $25,435 | $46,990 |
| 2023 | $878,584 | $23,634 | $63,160 | $50,289 | 1 | $52,113 | $13,063 | $44,237 |
| 2022 | $917,681 | $73,737 | $65,773 | $51,520 | 1 | $53,366 | $63,034 | $49,602 |
| 2021 | $909,599 | $96,220 | $59,938 | $47,742 | 1 | — | $86,585 | $52,813 |
| 2019 | $883,713 | $50,624 | $62,385 | $51,433 | 1 | — | $41,990 | $49,089 |
Under IRS private-foundation payout rules, Westermann Joint Living Trust reported a distributable amount of $49K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Westermann Joint Living Trust's only listed officer is Commerce Trust Company, Trustee & Tax Preparation on every filing since 2019 (compensated).
Officers on the 2025 filing
Commerce Trust Company
Trustee & Tax Preparation
On filings since 2019
1 hr/week
$8K (2019) → $10K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $10K, to Commerce Trust Company (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Westermann Joint Living Trust
How much does Westermann Joint Living Trust give each year?
Westermann Joint Living Trust gave $43K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $40K across 1 grant.
How large is Westermann Joint Living Trust?
Westermann Joint Living Trust reported $868K in total assets on its 2025 IRS Form 990-PF. It paid out $44K in qualifying distributions that year, against a required minimum of $49K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Westermann Joint Living Trust operate?
Westermann Joint Living Trust has awarded grants in Florida.
What is Westermann Joint Living Trust's EIN?
Westermann Joint Living Trust's EIN (Employer Identification Number) is 43-6848005. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS January 10, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 17, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 13, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Westermann Joint Living Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Westermann Joint Living Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
L&M Schutte Charitable Trust
Quincy, IL
Assets
$403K
Grants
6
Total Given
$25K
The Dr E Lawrence Deckinger Family
New York, NY
Assets
$1.4M
Grants
102
Total Given
$89K
Backus Family Foundation Inc
Waunakee, WI
Assets
$475K
Grants
48
Total Given
$27K
John P & Kathryn G Evans Foundation
Indianola, WA
The John P & Kathryn G Evans Foundation’s recent grants include operating support for charitable organizations, but its 2025 filing reports just one $500 grant; giving totaled about $128,000–$137,000 in 2023 and 2024. Its grant dollars went to a Virginia recipient in 2025, and it accepts no unsolicited requests, contributing only to preselected organizations.
Assets
$922K
Grants
1
Total Given
$500
The Gardikes Family Foundation
Osprey, FL
Assets
$143K
Grants
23
Total Given
$19K
Mario and Alma Pastega Family Foundation
Corvallis, OR
The foundation supports a range of community, health, education, arts, and social-service organizations, primarily in Oregon statewide. Its 2025 grants ranged from $500 to $647,000, with a median of $4,000. It requests letters seeking funding and lists no deadline; unsolicited requests are not explicitly addressed.
Assets
$17.1M
Grants
74
Total Given
$1.4M
More similar funders
More Funders in Missouri
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Westermann Joint Living Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Westermann Joint Living Trust down — hundreds of funders to go?