Winifred Greenleaf Allen Charitable Trust
Winifred Greenleaf Allen Charitable 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 $1.7M in total assets. In 2025, it awarded 1 grant totaling $100K. Net investment income was $104K.
Key facts about Winifred Greenleaf Allen Charitable Trust
In short: Winifred Greenleaf Allen Charitable Trust gave $100K across 1 grant in 2025 (avg $100K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 95-6620543
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $100,000
- Grants made (2025)
- 1
- Average grant
- $100,000
- Median grant
- $100,000
- Total assets
- $1,709,854
- Primary geography
- California (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.7M
-0.1% YoY
Annual Giving
$100K
+3.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$100K
+3.1% YoY
Under IRS private-foundation payout rules, Winifred Greenleaf Allen Charitable Trust reported a distributable amount of $110K for 2025 — the minimum it must pay out in qualifying distributions.
How Winifred Greenleaf Allen Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 94% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $94K (2021) to $114K (2023). In 2025 it made 1 grant totaling $100K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
The largest 2025 recipient was University of Southern California ($100K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 5 (60%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Southern California Los Angeles, CA | General Operating | $100,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,709,854 | $1,710,850 | $1,733,359 |
| Revenue | $125,630 | $98,902 | $18,968 |
| Expenses | $126,651 | $121,239 | $137,362 |
| Qualifying Distributions | $103,409 | $100,297 | $116,978 |
| Net Investment Income | $103,964 | $77,722 | $41,800 |
| Distributable Amount | $110,112 | $102,973 | $100,407 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Winifred Greenleaf Allen Charitable Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2021
1 hr/week
$20K (2021) → $21K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $21K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Winifred Greenleaf Allen Charitable Trust
How much does Winifred Greenleaf Allen Charitable Trust give each year?
Winifred Greenleaf Allen Charitable Trust gave $100K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $97K across 1 grant.
How large is Winifred Greenleaf Allen Charitable Trust?
Winifred Greenleaf Allen Charitable Trust reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $103K in qualifying distributions that year, against a required minimum of $110K (roughly 5% of its investment assets).
Where does Winifred Greenleaf Allen Charitable Trust operate?
Winifred Greenleaf Allen Charitable Trust has awarded grants in California.
What is Winifred Greenleaf Allen Charitable Trust's EIN?
Winifred Greenleaf Allen Charitable Trust's EIN (Employer Identification Number) is 95-6620543. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Winifred Greenleaf Allen Charitable Trust by hand.
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