Whelen Sarah Yeates Td

SAINT LOUIS, MO EIN: 23-6220452

Whelen Sarah Yeates Td is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $462K in total assets. In 2025, it awarded 2 grants totaling $24K. Net investment income was $19K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$462K

-1.6% YoY

Annual Giving

$24K

-2.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$12K

-2.4% YoY

Under IRS private-foundation payout rules, Whelen Sarah Yeates Td reported a distributable amount of $27K for 2025 — the minimum it must pay out in qualifying distributions.

About Whelen Sarah Yeates Td

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $123K (100%)

States

Pennsylvania

Cities

Philadelphia

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$461,565	$469,044	$484,248
Revenue	$26,989	$19,297	$9,546
Expenses	$34,443	$34,404	$37,486
Qualifying Distributions	$26,043	$26,578	$29,274
Net Investment Income	$18,753	$11,232	$10,423
Distributable Amount	$27,091	$25,474	$25,078

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Seamens Church Institute ($12,000), St Annas Home for Aged Women ($12,000).

Recipient	Purpose	Amount
SEAMENS CHURCH INSTITUTE PHILADELPHIA, PA	GENERAL OPERATING	$12,000
ST ANNAS HOME FOR AGED WOMEN PHILADELPHIA, PA	GENERAL OPERATING	$12,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$9,018

Frequently Asked Questions

How large is Whelen Sarah Yeates Td?

As of 2025, Whelen Sarah Yeates Td holds $462K in total assets with $27K in annual revenue. It awarded 2 grants totaling $24K in 2025.

Where does Whelen Sarah Yeates Td operate?

Whelen Sarah Yeates Td has awarded grants in Pennsylvania.

What size grants does Whelen Sarah Yeates Td award?

In 2025, Whelen Sarah Yeates Td awarded 2 grants totaling $24K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Whelen Sarah Yeates Td required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Whelen Sarah Yeates Td reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.