William S Pardee Trust

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 2025. As of 2025, the organization holds $4.2M in total assets. In 2025, it awarded 2 grants totaling $300K. Net investment income was $340K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$4.2M

+0.7% YoY

Annual Giving

$300K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$150K

+0.0% YoY

Under IRS private-foundation payout rules, William S Pardee Trust reported a distributable amount of $337K for 2025 — the minimum it must pay out in qualifying distributions.

About William S Pardee Trust

Based on IRS filings

Ready to take the next step with William S Pardee Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $1.5M (100%)

States

Connecticut

Cities

New Haven

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$4,211,298	$4,182,359	$4,373,310
Revenue	$401,979	$172,458	$281,011
Expenses	$373,053	$363,826	$410,429
Qualifying Distributions	$311,291	$307,074	$340,925
Net Investment Income	$340,241	$113,610	$225,601
Distributable Amount	$337,317	$300,686	$289,700

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 Commission of Public Parks ($225,000), New Haven Colony Historical Soc ($75,000).

Recipient	Purpose	Amount
NEW HAVEN COLONY HISTORICAL SOC NEW HAVEN, CT	GENERAL OPERATING	$75,000
COMMISSION OF PUBLIC PARKS NEW HAVEN, CT	GENERAL OPERATING	$225,000

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	$64,655

Frequently Asked Questions

How large is William S Pardee Trust?

As of 2025, William S Pardee Trust holds $4.2M in total assets with $402K in annual revenue. It awarded 2 grants totaling $300K in 2025.

Where does William S Pardee Trust operate?

William S Pardee Trust has awarded grants in Connecticut.

What size grants does William S Pardee Trust award?

In 2025, William S Pardee Trust awarded 2 grants totaling $300K — an average of about $150K per grant, based on its IRS Form 990 filings.

How much is William S Pardee Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, William S Pardee Trust reported a distributable amount of $337K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.