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Joseph J Storey Charitable Remainder Unitrust is a private trust based in SAINT LOUIS, MO. The foundation received its IRS ruling in 1998. The principal officer is % Wachovia Bank Na. It holds total assets of $7.1M. Annual income is reported at $3.8M. The foundation operates in the area of religion. According to available records, Joseph J Storey Charitable Remainder Unitrust has made 6 grants totaling $1.4M, with a median grant of $220K. The foundation has distributed between $390K and $590K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $590K distributed across 2 grants. Individual grants have ranged from $98K to $443K, with an average award of $230K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Georgia. Contributions to this foundation are tax-deductible.
Joseph J Storey Charitable Remainder Unitrust primarily funds organizations in the area of religion. Based on available records, the foundation has funded 6 grants. Its grantmaking reaches organizations primarily in GA.
Joseph J Storey Charitable Remainder Unitrust has distributed a total of $1.4M across 6 grants. The median grant size is $220K, with an average of $230K. Individual grants have ranged from $98K to $443K.
Joseph J Storey Charitable Remainder Unitrust typically selects its grantees rather than accepting unsolicited proposals.
Joseph J Storey Charitable Remainder Unitrust is headquartered in SAINT LOUIS, MO.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Wells Fargo Bank N A | TRUSTEE | $85K | $0 | $85K |
Total Giving
$504K
Total Assets
$6.9M
Fair Market Value
$8.9M
Net Worth
$6.9M
Grants Paid
$400K
Contributions
$0
Net Investment Income
$203K
Distribution Amount
$405K
Total: $2.5M
Total Grants
6
Total Giving
$1.4M
Average Grant
$230K
Median Grant
$220K
Unique Recipients
2
Most Common Grant
$98K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Waverly Hall Christian AcademyGENERAL OPERATING | Waverly Hall, GA | $300K | 2023 |
| Waverly Hall Baptist ChurchGENERAL OPERATING | Waverly Hall, GA | $100K | 2023 |
| 2018 | 990PF | View |
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