William H Treat Trust

SAINT LOUIS, MO EIN: 06-6033494

William H Treat Trust is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 1 grants totaling $60K. Net investment income was $46K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.2M

-1.5% YoY

Annual Giving

$60K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$60K

+0.0% YoY

Under IRS private-foundation payout rules, William H Treat Trust reported a distributable amount of $68K for 2025 — the minimum it must pay out in qualifying distributions.

About William H Treat Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $312K (100%)

States

Connecticut

Cities

Derby

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,153,185	$1,170,787	$1,208,204
Revenue	$64,613	$46,748	$22,897
Expenses	$81,955	$83,537	$82,255
Qualifying Distributions	$63,333	$66,248	$64,768
Net Investment Income	$46,446	$28,917	$25,185
Distributable Amount	$67,939	$63,601	$61,998

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 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Second Congregational Church ($60,000).

Recipient	Purpose	Amount
SECOND CONGREGATIONAL CHURCH DERBY, CT	GENERAL OPERATING PURPOSES	$60,000

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	$19,925

Frequently Asked Questions

How large is William H Treat Trust?

As of 2025, William H Treat Trust holds $1.2M in total assets with $65K in annual revenue. It awarded 1 grants totaling $60K in 2025.

Where does William H Treat Trust operate?

William H Treat Trust has awarded grants in Connecticut.

What size grants does William H Treat Trust award?

In 2025, William H Treat Trust awarded 1 grants totaling $60K — an average of about $60K per grant, based on its IRS Form 990 filings.

How much is William H Treat Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, William H Treat Trust reported a distributable amount of $68K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.