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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 is governed by 1 officer or trustee. The foundation operates in the area of religion. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. 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.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
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
N/A
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
$100K
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 |