STRATEGY STUDIO / PUBLIC DATA EXPLORER

ED & CLAUDE FORTSON CHARITABLE TRUST

Cite this

Plain text ED & CLAUDE FORTSON CHARITABLE TRUST. Strategy Studio, nonprofit organization profile, tax years 2013–2025. https://strategystudio.org/org/586201850. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). ED & CLAUDE FORTSON CHARITABLE TRUST [Nonprofit organization profile; tax years 2013–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/586201850

MLA “ED & CLAUDE FORTSON CHARITABLE TRUST.” Strategy Studio, tax years 2013–2025, https://strategystudio.org/org/586201850. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2013–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $807K · expenses $519K · assets $7.4M

EIN
58-6201850
Address
PO BOX 66916, SAINT LOUIS, MO 63166-6916
NTEE code
-
Subsection
501(c)(3)
Ruling year
1987
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Edward Jones Trust Co Institution TRUSTEE2023-2025 $72,809$199,965 3
Wells Fargo Bank N A Institution (former) TRUSTEE2013-2016 $79,269$380,879 3449
Edward Jones Trust Company Institution (former) TRUSTEE2020-2022 $63,214$232,621 130

Officers and directors, no compensation reported

3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
James L Henderson Jr (former) ADV COMM2013-2016 0 $0 reported 1
Keith Mcbrayer (former) ADV COMM2013-2016 0 $0 reported 1
J W Martin (former) ADV COMM2013-2016 0 $0 reported 1

People by year

2025 · 1 person listed · 1 paid, $73K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
EDWARD JONES TRUST CO Institution TRUSTEE1 $72,809-- $72,8093
2024 · 1 person listed · 1 paid, $66K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
EDWARD JONES TRUST CO Institution TRUSTEE1 $66,083-- $66,0833
2023 · 1 person listed · 1 paid, $61K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
EDWARD JONES TRUST CO Institution TRUSTEE1 $61,073-- $61,0733
2022 · 1 person listed · 1 paid, $63K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
EDWARD JONES TRUST COMPANY Institution TRUSTEE1 $63,214-- $63,214130
2021 · 1 person listed · 1 paid, $66K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
EDWARD JONES TRUST COMPANY Institution TRUSTEE1 $66,448-- $66,448130
2020 · 1 person listed · 1 paid, $103K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
EDWARD JONES TRUST COMPANY Institution TRUSTEE1 $102,959-- $102,959130
2016 · 5 people listed · 2 paid, $95K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WELLS FARGO BANK NA Institution TRUSTEE0 $79,269-- $79,2693449
WELLS FARGO BANK NA Institution TRUSTEE0 $15,761-- $15,7613449
JAMES L HENDERSON JR ADV COMM0 $0-- $01
KEITH MCBRAYER ADV COMM0 $0-- $01
J W MARTIN ADV COMM0 $0-- $01
2015 · 4 people listed · 1 paid, $103K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WELLS FARGO BANK NA Institution TRUSTEE0 $102,536-- $102,5363449
JAMES L HENDERSON JR ADV COMM0 $0-- $01
KEITH MCBRAYER ADV COMM0 $0-- $01
J W MARTIN ADV COMM0 $0-- $01
2014 · 4 people listed · 1 paid, $87K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WELLS FARGO BANK NA Institution TRUSTEE40 $86,747-- $86,7473449
JAMES L HENDERSON JR ADV COMM0 $0-- $01
KEITH MCBRAYER ADV COMM0 $0-- $01
J W MARTIN ADV COMM0 $0-- $01
2013 · 4 people listed · 1 paid, $97K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WELLS FARGO BANK NA Institution TRUSTEE40 $96,566-- $96,5663449
JAMES L HENDERSON JR ADV COMM0 $0-- $01
KEITH MCBRAYER ADV COMM0 $0-- $01
J W MARTIN ADV COMM0 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 23 grants to organizations · $430K
2024 · 23 grants to organizations · $440K
2023 · 23 grants to organizations · $440K
2022 · 19 grants to organizations · $445K
2021 · 17 grants to organizations · $438K
2020 · 15 grants to organizations · $335K
2016 · 13 grants to organizations · $272K
2015 · 11 grants to organizations · $473K
2014 · 13 grants to organizations · $268K
2013 · 12 grants to organizations · $228K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$806,859$518,524 $7,364,101$7,364,101 -- $72,809--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$544,667$512,621 $7,076,297$7,076,297 -- $66,083--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$87,774$511,235 $7,045,907$7,045,907 -- $61,073--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$266,040$528,095 $7,462,337$7,462,337 -- $63,214--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$1,249,691$525,722 $7,722,362$7,722,362 -- $66,448--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$203,328$478,009 $7,006,767$7,006,767 -- $102,959--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
-$178,574$381,587 $6,819,080$6,819,080 -- $95,030--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$293,634$604,465 $7,410,212$7,410,212 -- $102,536--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$485,541$444,955 $7,650,764$7,650,764 -- $86,747--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$1,590,697$365,791 $7,661,139$7,661,139 -- $96,566--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CLAUDE P COOKSR CHARITABLE TRUSTGANot reported $1,083,288$3,376,452 TRUSTEE$0 Similar name, revenue within 2x
CLAUDE B LARTZ CHARITABLE TRUSTPAT20 $224,684$270,876 TRUSTEE$56,427 Similar name, revenue within 5x
FORWARD CHARITABLE TRUSTALT22 $1,823,616$55,888 TRUSTEE$0 Similar name, revenue within 5x
CLARK CHARITABLE TRUSTMANot reported $149,479$376,486 TRUSTEE$106,000 Similar name, revenue within 10x
JOHNSON-FORTIN CHARITABLE TRUSTWAT22 $34,563$77,815 Trustee$0 Similar name, revenue differs more than 10x
CLAUDINE WILSON CHARITABLE TRUSTWINot reported $29,754$27,040 TRUSTEE$6,871 Similar name, revenue differs more than 10x
SONJA CLASON CHARITABLE TRUSTOHT21 $20,645$32,430 TRUSTEE$7,696 Similar name, revenue differs more than 10x
TUW E J EDSON CHARITABLE TRUSTTXNot reported $67,771$35,501 TRUSTEE$7,509 Similar name, revenue differs more than 10x
HARRIET FORT CHARITABLE TRUSTNENot reported $33,040$30,285 TRUSTEE$5,506 Similar name, revenue differs more than 10x
FREED CHARITABLE TRUSTILNot reported $3,788$7,320 TRUSTEE$0 Similar name, revenue differs more than 10x

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $518,524 spent · pay $72,809 · grants $430,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $430,000 82.9%
Pay: officers, directors, trustees $72,809 14.0%
Taxes $15,093 2.9%
Fees: accounting $600 0.1%
Other expenses $22 0.0%
Total$518,524100%

View the filing

2024 · Form 990PF · $512,621 spent · pay $66,083 · grants $440,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $440,000 85.8%
Pay: officers, directors, trustees $66,083 12.9%
Taxes $5,899 1.2%
Fees: accounting $600 0.1%
Other expenses $39 0.0%
Total$512,621100%

View the filing

2023 · Form 990PF · $511,235 spent · pay $61,073 · grants $440,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $440,000 86.1%
Pay: officers, directors, trustees $61,073 11.9%
Taxes $9,514 1.9%
Fees: accounting $600 0.1%
Other expenses $48 0.0%
Total$511,235100%

View the filing

2022 · Form 990PF · $528,095 spent · pay $63,214 · grants $445,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $445,000 84.3%
Pay: officers, directors, trustees $63,214 12.0%
Taxes $19,818 3.8%
Other expenses $63 0.0%
Total$528,095100%

View the filing

2021 · Form 990PF · $525,722 spent · pay $66,448 · grants $437,710 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $437,710 83.3%
Pay: officers, directors, trustees $66,448 12.6%
Fees: legal $12,283 2.3%
Other expenses $4,713 0.9%
Taxes $3,638 0.7%
Fees: accounting $930 0.2%
Total$525,722100%

View the filing

2020 · Form 990PF · $478,009 spent · pay $102,959 · grants $335,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $335,000 70.1%
Pay: officers, directors, trustees $102,959 21.5%
Taxes $35,393 7.4%
Fees: legal $2,862 0.6%
Fees: accounting $1,067 0.2%
Other expenses $728 0.2%
Total$478,009100%

View the filing

2016 · Form 990PF · $381,587 spent · pay $95,030 · grants $272,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $272,000 71.3%
Pay: officers, directors, trustees $95,030 24.9%
Fees: legal $6,847 1.8%
Fees: other professional $3,961 1.0%
Taxes $2,331 0.6%
Fees: accounting $1,400 0.4%
Other expenses $18 0.0%
Total$381,587100%

View the filing

2015 · Form 990PF · $604,465 spent · pay $102,536 · grants $473,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $473,000 78.3%
Pay: officers, directors, trustees $102,536 17.0%
Fees: legal $10,210 1.7%
Other expenses $8,959 1.5%
Fees: other professional $4,374 0.7%
Taxes $3,286 0.5%
Fees: accounting $2,100 0.3%
Total$604,465100%

View the filing

2014 · Form 990PF · $444,955 spent · pay $86,747 · grants $268,402 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $268,402 60.3%
Pay: officers, directors, trustees $86,747 19.5%
Taxes $55,286 12.4%
Other expenses $25,966 5.8%
Fees: accounting $4,300 1.0%
Fees: other professional $4,254 1.0%
Total$444,955100%

View the filing

2013 · Form 990PF · $365,791 spent · pay $96,566 · grants $228,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $228,500 62.5%
Pay: officers, directors, trustees $96,566 26.4%
Other expenses $16,347 4.5%
Taxes $15,183 4.2%
Fees: other professional $9,195 2.5%
Total$365,791100%

View the filing