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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Edward Jones Trust Co Institution | TRUSTEE | 2023-2025 | $72,809 | $199,965 | 3 |
| Wells Fargo Bank N A Institution (former) | TRUSTEE | 2013-2016 | $79,269 | $380,879 | 3449 |
| Edward Jones Trust Company Institution (former) | TRUSTEE | 2020-2022 | $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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| James L Henderson Jr (former) | ADV COMM | 2013-2016 | 0 | $0 reported | 1 |
| Keith Mcbrayer (former) | ADV COMM | 2013-2016 | 0 | $0 reported | 1 |
| J W Martin (former) | ADV COMM | 2013-2016 | 0 | $0 reported | 1 |
People by year
2025 · 1 person listed · 1 paid, $73K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EDWARD JONES TRUST CO Institution | TRUSTEE | 1 | $72,809 | - | - | $72,809 | 3 |
2024 · 1 person listed · 1 paid, $66K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EDWARD JONES TRUST CO Institution | TRUSTEE | 1 | $66,083 | - | - | $66,083 | 3 |
2023 · 1 person listed · 1 paid, $61K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EDWARD JONES TRUST CO Institution | TRUSTEE | 1 | $61,073 | - | - | $61,073 | 3 |
2022 · 1 person listed · 1 paid, $63K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EDWARD JONES TRUST COMPANY Institution | TRUSTEE | 1 | $63,214 | - | - | $63,214 | 130 |
2021 · 1 person listed · 1 paid, $66K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EDWARD JONES TRUST COMPANY Institution | TRUSTEE | 1 | $66,448 | - | - | $66,448 | 130 |
2020 · 1 person listed · 1 paid, $103K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EDWARD JONES TRUST COMPANY Institution | TRUSTEE | 1 | $102,959 | - | - | $102,959 | 130 |
2016 · 5 people listed · 2 paid, $95K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WELLS FARGO BANK NA Institution | TRUSTEE | 0 | $79,269 | - | - | $79,269 | 3449 |
| WELLS FARGO BANK NA Institution | TRUSTEE | 0 | $15,761 | - | - | $15,761 | 3449 |
| JAMES L HENDERSON JR | ADV COMM | 0 | $0 | - | - | $0 | 1 |
| KEITH MCBRAYER | ADV COMM | 0 | $0 | - | - | $0 | 1 |
| J W MARTIN | ADV COMM | 0 | $0 | - | - | $0 | 1 |
2015 · 4 people listed · 1 paid, $103K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WELLS FARGO BANK NA Institution | TRUSTEE | 0 | $102,536 | - | - | $102,536 | 3449 |
| JAMES L HENDERSON JR | ADV COMM | 0 | $0 | - | - | $0 | 1 |
| KEITH MCBRAYER | ADV COMM | 0 | $0 | - | - | $0 | 1 |
| J W MARTIN | ADV COMM | 0 | $0 | - | - | $0 | 1 |
2014 · 4 people listed · 1 paid, $87K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WELLS FARGO BANK NA Institution | TRUSTEE | 40 | $86,747 | - | - | $86,747 | 3449 |
| JAMES L HENDERSON JR | ADV COMM | 0 | $0 | - | - | $0 | 1 |
| KEITH MCBRAYER | ADV COMM | 0 | $0 | - | - | $0 | 1 |
| J W MARTIN | ADV COMM | 0 | $0 | - | - | $0 | 1 |
2013 · 4 people listed · 1 paid, $97K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WELLS FARGO BANK NA Institution | TRUSTEE | 40 | $96,566 | - | - | $96,566 | 3449 |
| JAMES L HENDERSON JR | ADV COMM | 0 | $0 | - | - | $0 | 1 |
| KEITH MCBRAYER | ADV COMM | 0 | $0 | - | - | $0 | 1 |
| J W MARTIN | ADV COMM | 0 | $0 | - | - | $0 | 1 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $806,859 | $518,524 | $7,364,101 | $7,364,101 | - | - | $72,809 | - | - |
| 2024 · Form 990PF | ||||||||
| $544,667 | $512,621 | $7,076,297 | $7,076,297 | - | - | $66,083 | - | - |
| 2023 · Form 990PF | ||||||||
| $87,774 | $511,235 | $7,045,907 | $7,045,907 | - | - | $61,073 | - | - |
| 2022 · Form 990PF | ||||||||
| $266,040 | $528,095 | $7,462,337 | $7,462,337 | - | - | $63,214 | - | - |
| 2021 · Form 990PF | ||||||||
| $1,249,691 | $525,722 | $7,722,362 | $7,722,362 | - | - | $66,448 | - | - |
| 2020 · Form 990PF | ||||||||
| $203,328 | $478,009 | $7,006,767 | $7,006,767 | - | - | $102,959 | - | - |
| 2016 · Form 990PF | ||||||||
| -$178,574 | $381,587 | $6,819,080 | $6,819,080 | - | - | $95,030 | - | - |
| 2015 · Form 990PF | ||||||||
| $293,634 | $604,465 | $7,410,212 | $7,410,212 | - | - | $102,536 | - | - |
| 2014 · Form 990PF | ||||||||
| $485,541 | $444,955 | $7,650,764 | $7,650,764 | - | - | $86,747 | - | - |
| 2013 · Form 990PF | ||||||||
| $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
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| CLAUDE P COOKSR CHARITABLE TRUST | GA | Not reported | $1,083,288 | $3,376,452 | TRUSTEE | $0 | Similar name, revenue within 2x |
| CLAUDE B LARTZ CHARITABLE TRUST | PA | T20 | $224,684 | $270,876 | TRUSTEE | $56,427 | Similar name, revenue within 5x |
| FORWARD CHARITABLE TRUST | AL | T22 | $1,823,616 | $55,888 | TRUSTEE | $0 | Similar name, revenue within 5x |
| CLARK CHARITABLE TRUST | MA | Not reported | $149,479 | $376,486 | TRUSTEE | $106,000 | Similar name, revenue within 10x |
| JOHNSON-FORTIN CHARITABLE TRUST | WA | T22 | $34,563 | $77,815 | Trustee | $0 | Similar name, revenue differs more than 10x |
| CLAUDINE WILSON CHARITABLE TRUST | WI | Not reported | $29,754 | $27,040 | TRUSTEE | $6,871 | Similar name, revenue differs more than 10x |
| SONJA CLASON CHARITABLE TRUST | OH | T21 | $20,645 | $32,430 | TRUSTEE | $7,696 | Similar name, revenue differs more than 10x |
| TUW E J EDSON CHARITABLE TRUST | TX | Not reported | $67,771 | $35,501 | TRUSTEE | $7,509 | Similar name, revenue differs more than 10x |
| HARRIET FORT CHARITABLE TRUST | NE | Not reported | $33,040 | $30,285 | TRUSTEE | $5,506 | Similar name, revenue differs more than 10x |
| FREED CHARITABLE TRUST | IL | Not 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
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $518,524 | 100% |
2024 · Form 990PF · $512,621 spent · pay $66,083 · grants $440,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $512,621 | 100% |
2023 · Form 990PF · $511,235 spent · pay $61,073 · grants $440,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $511,235 | 100% |
2022 · Form 990PF · $528,095 spent · pay $63,214 · grants $445,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $528,095 | 100% |
2021 · Form 990PF · $525,722 spent · pay $66,448 · grants $437,710 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $525,722 | 100% |
2020 · Form 990PF · $478,009 spent · pay $102,959 · grants $335,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $478,009 | 100% |
2016 · Form 990PF · $381,587 spent · pay $95,030 · grants $272,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $381,587 | 100% |
2015 · Form 990PF · $604,465 spent · pay $102,536 · grants $473,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $604,465 | 100% |
2014 · Form 990PF · $444,955 spent · pay $86,747 · grants $268,402 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $444,955 | 100% |
2013 · Form 990PF · $365,791 spent · pay $96,566 · grants $228,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $365,791 | 100% |