William S Pardee Trust

Private foundation · Grantmaker Saint Louis, MO EIN: 06-6020454

William S Pardee Trust is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $4.2M in total assets. In 2026, it awarded 2 grants totaling $302K. Net investment income was $286K.

William S Pardee Trust at a glance

In short: William S Pardee Trust gave $302K across 2 grants in 2026 (avg $151K), mostly in Connecticut. Source: 2026 IRS Form 990-PF.

Annual giving (2026)
$302,167
+0.7% vs 2025
Grants made (2026)
2
+0.0% vs 2025
Average grant
$151,084
+0.7% vs 2025
Median grant
$151,084
Total assets
$4,178,381
-0.8% vs 2025
Primary geography
Connecticut (100% of itemized 2026 grant dollars)
Latest 990 filing
Form 990-PF, 2026 View filing

Data from IRS Form 990-PF, 2026; updated November 2026.

Who William S Pardee Trust funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2026

Commission of Public Parks: $227KCommission of Public Parks$227KNew Haven Colony Historical Soc: $76KNew Haven Colony HistoricalSoc$76K

The largest 2026 recipient was Commission of Public Parks ($227K). Together the top 2 received $302K.

Grant Size Distribution

10 grants across all recorded years

<$50K5$50–100K4$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 5 grants of 10 (50%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2026 grant dollars across all 2 itemized grants.

States

Cities

New Haven

How William S Pardee Trust gives

  • Giving held roughly steady from 2023 to 2026 (−10%). Method
  • In 2026 it paid out 84% 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

$0$100K$200K$300K$400K2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025 2 grants2026

From 2020 to 2026, annual grant giving ranged from $272K (2020) to $334K (2023). In 2026 it made 2 grants totaling $302K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Commission of Public Parks New Haven, CTGeneral Operating$226,625
New Haven Colony Historical Soc New Haven, CTGeneral Operating$75,542
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2026$4,178,381$370,247$403,030$302,1672$311,195$286,294$369,468
2025$4,211,298$401,979$373,053$300,0002$311,291$340,241$337,317
2024$4,182,359$172,458$363,826$300,0002$307,074$113,610$300,686
2023$4,373,310$281,011$410,429$334,0002$340,925$225,601$289,700
2022$4,502,338$664,073$380,959$305,0002$315,814$601,813$345,437
2021$4,219,755$245,845$348,571$280,0002—$189,712$314,110
2020$4,322,363$178,093$335,151$272,3362—$119,469$293,463

Under IRS private-foundation payout rules, William S Pardee Trust reported a distributable amount of $369K for 2026 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

William S Pardee Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).

Officers on the 2026 filing

  • Wells Fargo Bank N A

    Trustee

    On filings since 2020

    1 hr/week

    $58K (2020) → $72K (2026)

Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Wells Fargo Bank N a — Trustee: $72KWells Fargo Bank N aTrustee$72K

The highest reported compensation on the 2026 filing was $72K, to Wells Fargo Bank N a (Trustee).

Frequently asked questions about William S Pardee Trust

How much does William S Pardee Trust give each year?

William S Pardee Trust gave $302K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $300K across 2 grants.

How large is William S Pardee Trust?

William S Pardee Trust reported $4.2M in total assets on its 2026 IRS Form 990-PF. It paid out $311K in qualifying distributions that year, against a required minimum of $369K (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 William S Pardee Trust operate?

William S Pardee Trust has awarded grants in Connecticut.

What is William S Pardee Trust's EIN?

William S Pardee Trust's EIN (Employer Identification Number) is 06-6020454. IRS Form 990 filing data is available on this page for 2020–2026.

Data last updated November 2026. Sourced from IRS Form 990-PF filings.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS September 11, 2026)
  2. IRS filings on file for fiscal years 2020–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from William S Pardee 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.

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