Helen Greathouse Charitable Trust

Saint Louis, MO
Tax-exempt since Sept. 1997
EIN: 75-2691859

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$3.97M (2024)

Expenses

$2.4M (2024)

Total Assets

$36.4M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$3,973,268

Expenses

$2,400,679

Net Income

$1,572,589

Net Assets

$36,364,447

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,442,476	36.3%
Sales of Assets	$2,506,174	63.1%
Other Income	$24,618	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,105,077	87.7%
Compensation of Officers*	$226,863	9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$36,364,447
Total Liabilities	$0
Net Assets	$36,364,447

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$223,563	$0
Christine Foreman (Advisory Committee)	$450	$0
Tim Hair (Advisory Committee)	$450	$0
Becky Ferguson (Advisory Committee)	$450	$0
Carma Lynn Muscroft (Advisory Committee)	$450	$0
Eileen Piwitz (Advisory Committee)	$450	$0
Gary Douglas (Advisory Committee)	$450	$0
Katherine Folger (Advisory Committee)	$450	$0
Richard Folger (Advisory Committee)	$150	$0

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990-PF

Filed on Oct. 23, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$2,994,658

Expenses

$2,216,155

Net Income

$778,503

Net Assets

$34,857,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,272,912	42.5%
Sales of Assets	$1,694,687	56.6%
Other Income	$27,059	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,973,402	89.0%
Compensation of Officers*	$211,614	9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$34,857,610
Total Liabilities	$0
Net Assets	$34,857,610

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$210,114	$0
Richard Folger (Advisory Committee)	$300	$0
Christine Foreman (Advisory Committee)	$300	$0
Becky Ferguson (Advisory Committee)	$300	$0
Tim Hair (Advisory Committee)	$150	$0
Carma Lynn Muscroft (Advisory Committee)	$150	$0
Eileen Piwitz (Advisory Committee)	$150	$0
Gary Douglas (Advisory Committee)	$150	$0

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990-PF

Filed on Sept. 20, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$127,224

Expenses

$2,295,343

Net Income

-$2,168,119

Net Assets

$34,370,650

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,334,599	> 100%
Sales of Assets	-$1,254,094
Other Income	$15,373	12.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,086,955	90.9%
Compensation of Officers*	$215,421	9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$34,370,650
Total Liabilities	$0
Net Assets	$34,370,650

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$214,821	$0
Richard Folger (Advisory Committee)	$150	$0
Christine Foreman (Advisory Committee)	$150	$0
Paul Morris (Advisory Committee)	$150	$0
Becky Ferguson (Advisory Committee)	$150	$0

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990-PF

Filed on Sept. 7, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$8,143,593

Expenses

$2,189,933

Net Income

$5,953,660

Net Assets

$36,473,875

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,464,705	18.0%
Sales of Assets	$6,642,865	81.6%
Other Income	$36,023	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,845,413	84.3%
Compensation of Officers*	$228,997	10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$36,473,875
Total Liabilities	$0
Net Assets	$36,473,875

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$227,797	$0
Richard Folger (Advisory Committee)	$300	$0
Christine Foreman (Advisory Committee)	$300	$0
Becky Ferguson (Advisory Committee)	$300	$0
Harper Estes (Advisory Commitee)	$150	$0
Paul Morris (Advisory Committee)	$150	$0

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990-PF

Filed on Nov. 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$2,770,844

Expenses

$1,574,040

Net Income

$1,196,804

Net Assets

$30,722,313

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$884,640	31.9%
Sales of Assets	$1,857,735	67.0%
Other Income	$28,469	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,356,668	86.2%
Compensation of Officers*	$204,290	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,722,314
Total Liabilities	$1
Net Assets	$30,722,313

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$202,790	$0
Becky Ferguson (Advisory Committee)	$450	$0
Richard Folger (Advisory Committee)	$300	$0
Christine Foreman (Advisory Committee)	$300	$0
Paul Morris (Advisory Committee)	$300	$0
Harper Estes (Advisory Commitee)	$150	$0
Vicky Jay (Advisory Committee)	$0	$0
Dona Bradley (Advisory Committee)	$0	$0

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990-PF

Filed on Nov. 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$2,165,455

Expenses

$1,739,905

Net Income

$425,550

Net Assets

$29,503,499

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,100,585	50.8%
Sales of Assets	$1,006,197	46.5%
Other Income	$58,673	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,502,617	86.4%
Compensation of Officers*	$202,059	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,503,500
Total Liabilities	$1
Net Assets	$29,503,499

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$201,609	$0
Christine Foreman (Advisory Committee)	$150	$0
Paul Morris (Advisory Committee)	$150	$0
Becky Ferguson (Advisory Committee)	$150	$0
Harper Estes (Advisory Commitee)	$0	$0
Vicky Jay (Advisory Committee)	$0	$0
Richard Folger (Advisory Committee)	$0	$0
Dona Bradley (Advisory Committee)	$0	$0

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990-PF

Filed on Nov. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$2,002,734

Expenses

$1,807,959

Net Income

$194,775

Net Assets

$29,734,277

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$877,828	43.8%
Sales of Assets	$996,391	49.8%
Other Income	$128,515	6.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,547,506	85.6%
Compensation of Officers*	$204,896	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,734,277
Total Liabilities	$0
Net Assets	$29,734,277

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Texas Na (Trustee)	$203,396	$0
Harper Estes (Advisory Committee)	$300	$0
Christine Foreman (Advisory Committee)	$300	$0
Becky Ferguson (Advisory Committee)	$300	$0
Vicky Jay (Advisory Committee)	$150	$0
Richard Folger (Advisory Committee)	$150	$0
Paul Morris (Advisory Committee)	$150	$0
Dona Bradley (Advisory Committee)	$150	$0

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990-PF

Filed on Aug. 2, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$3,274,222

Expenses

$1,697,875

Net Income

$1,576,347

Net Assets

$29,539,586

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$883,255	27.0%
Sales of Assets	$1,982,227	60.5%
Other Income	$408,740	12.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,480,734	87.2%
Compensation of Officers*	$202,023	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,539,586
Total Liabilities	$0
Net Assets	$29,539,586

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Texas Na (Trustee)	$200,673	$0
Vicky Jay (Advisory Committee)	$300	$0
Richard Folger (Advisory Committee)	$300	$0
Christine Foreman (Advisory Committee)	$300	$0
Paul Morris (Advisory Committee)	$150	$0
Becky Ferguson (Advisory Committee)	$150	$0
Dona Bradley (Advisory Committee)	$150	$0
Harper Estes (Advisory Committee)	$0	$0

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990-PF

Filed on Nov. 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$1,275,465

Expenses

$1,808,348

Net Income

-$532,883

Net Assets

$27,963,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$806,218	63.2%
Sales of Assets	$389,247	30.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,548,992	85.7%
Compensation of Officers*	$300,468	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,963,239
Total Liabilities	$0
Net Assets	$27,963,239

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Texas Na (Trustee)	$298,968	$0
Harper Estes (Advisory Committee)	$300	$0
Vicky Jay (Advisory Committee)	$300	$0
Becky Ferguson (Advisory Committee)	$300	$0
Richard Folger (Advisory Committee)	$150	$0
Christine Foreman (Advisory Committee)	$150	$0
Paul Morris (Advisory Committee)	$150	$0
Dona Bradley (Advisory Committee)	$150	$0

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990-PF

Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$431,329

Expenses

$2,243,824

Net Income

-$1,812,495

Net Assets

$29,006,913

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$137	0.0%
Dividends	$821,236	> 100%
Sales of Assets	-$390,044
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,938,828	86.4%
Compensation of Officers*	$278,462	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,006,913
Total Liabilities	$0
Net Assets	$29,006,913

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Texas Na (Trustee)	$276,512	$0
Harper Estes (Advisory Committee)	$300	$0
Richard Folger (Advisory Committee)	$300	$0
Christine Foreman (Advisory Committee)	$300	$0
Paul Morris (Advisory Committee)	$300	$0
Becky Ferguson (Advisory Committee)	$300	$0
Dona Bradley (Advisory Committee)	$300	$0
Vicky Jay (Advisory Committee)	$150	$0

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990-PF

Filed on May 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$1,974,239

Expenses

$1,977,808

Net Income

-$3,569

Net Assets

$30,819,408

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36	0.0%
Dividends	$957,013	48.5%
Sales of Assets	$879,862	44.6%
Other Income	$137,328	7.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,593,918	80.6%
Compensation of Officers*	$1,350	0.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,819,408
Total Liabilities	$0
Net Assets	$30,819,408

Compensation

Key Employees and Officers	Compensation	Other
Vicky Jay (Advisory Committee)	$300	$0
Christine Foreman (Advisory Committee)	$300	$0
Paul Morris (Advisory Committee)	$300	$0
Dona Bradley (Advisory Committee)	$300	$0
Becky Ferguson (Advisory Committee)	$150	$0
Wells Fargo Bank Texas Na (Trustee)	$0	$0
Mike Talley (Advisory Committee)	$0	$0
Joan Baskin (Advisory Committee)	$0	$0

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990-PF

Filed on Nov. 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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PDF (2 of 2)

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$1,584,731

Expenses

$1,561,977

Net Income

$22,754

Net Assets

$30,822,977

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$350	0.0%
Dividends	$808,112	51.0%
Sales of Assets	$769,258	48.5%
Other Income	$7,011	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,257,728	80.5%
Compensation of Officers*	$1,000	0.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,822,977
Total Liabilities	$0
Net Assets	$30,822,977

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$1,753,692

Expenses

$1,205,839

Net Income

$547,853

Net Assets

$30,800,223

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$651	0.0%
Dividends	$914,323	52.1%
Sales of Assets	$858,969	49.0%
Other Income	-$20,251

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$907,946	75.3%
Compensation of Officers*	$900	0.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,800,223
Total Liabilities	$0
Net Assets	$30,800,223

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,864,515

Expenses

$1,945,261

Net Income

$919,254

Net Assets

$30,252,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$601	0.0%
Dividends	$890,735	31.1%
Sales of Assets	$2,001,244	69.9%
Other Income	-$28,065

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,622,138	83.4%
Compensation of Officers*	$1,000	0.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,252,370
Total Liabilities	$0
Net Assets	$30,252,370

990-PF

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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Helen Greathouse Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.97M (2024)

Expenses $2.4M (2024)

Total Assets $36.4M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$3.97M (2024)

Expenses

$2.4M (2024)

Total Assets

$36.4M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001