HAUPT CHARITABLE TRUST UNDER JOINT AND MUTUAL WILL OF JOE EDWARD HAUP
Cite this
Plain text HAUPT CHARITABLE TRUST UNDER JOINT AND MUTUAL WILL OF JOE EDWARD HAUP. Strategy Studio, nonprofit organization profile, tax years 2022–2025. https://strategystudio.org/org/616675397. Retrieved 2026-10-20.
APA Strategy Studio. (n.d.). HAUPT CHARITABLE TRUST UNDER JOINT AND MUTUAL WILL OF JOE EDWARD HAUP [Nonprofit organization profile; tax years 2022–2025]. Retrieved October 20, 2026, from https://strategystudio.org/org/616675397
MLA “HAUPT CHARITABLE TRUST UNDER JOINT AND MUTUAL WILL OF JOE EDWARD HAUP.” Strategy Studio, tax years 2022–2025, https://strategystudio.org/org/616675397. Accessed 20 Oct. 2026.
Retrieved 2026-10-20; covers tax years 2022–2025. Data: Strategy Studio, CC BY 4.0.
2025 · Form 990PF · revenue $57K · expenses $69K · assets $1.0M
- EIN
- 61-6675397
- Address
- PO BOX 11647, BIRMINGHAM, AL 35202-1647
- NTEE code
- T20
- Subsection
- 501(c)(3)
- Ruling year
- 2024
- 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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
1 person 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 |
|---|---|---|---|---|---|
| Regions Bank Trust Department Institution | TRUSTEE | 2022-2025 | $16,577 | $55,157 | 584 |
People by year
2025 · 1 person listed · 1 paid, $17K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| REGIONS BANK Institution | TRUSTEE | 1 | $16,577 | - | - | $16,577 | 584 |
2024 · 1 person listed · 1 paid, $16K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| REGIONS BANK Institution | TRUSTEE | 1 | $16,288 | - | - | $16,288 | 584 |
2023 · 1 person listed · 1 paid, $16K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| REGIONS BANK TRUST DEPT Institution | TRUSTEE | 1 | $15,631 | - | - | $15,631 | 584 |
2022 · 1 person listed · 1 paid, $7K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| REGIONS BANK TRUST DEPT Institution | TRUSTEE | 1 | $6,661 | - | - | $6,661 | 584 |
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 · 3 grants to organizations · $45K
2024 · 3 grants to organizations · $55K
2023 · 2 grants to organizations · $10K
2022 · 2 grants to organizations · $29K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2022 · 1 contributor · $1.2M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | RUBY MARIE HAUPT ESTATE | Organization or other | JACKSON, MO | $1,169,629 | - | Form 990PF Sch. B, 2022 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
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 | ||||||||
| $57,248 | $69,340 | $1,032,488 | $1,032,488 | - | - | $16,577 | - | - |
| 2024 · Form 990PF | ||||||||
| $66,169 | $118,579 | $1,045,400 | $1,045,400 | - | - | $16,288 | - | - |
| 2023 · Form 990PF | ||||||||
| $19,733 | $57,728 | $1,099,675 | $1,099,675 | - | - | $15,631 | - | - |
| 2022 · Form 990PF | ||||||||
| $1,176,084 | $39,568 | $1,135,855 | $1,135,855 | $1,169,629 | - | $6,661 | - | - |
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 · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| HUMBERT ROGERS CHARITABLE TRUST | AL | T20 | $56,712 | $59,245 | TRUSTEE | $14,654 | Same NTEE code T20, revenue within 2x, same state |
| DOYLE C SPIVEY & BENNIE JO WADE SPIVEY CHARITABLE TRUST | AL | T20 | $56,238 | $98,278 | TRUSTEE | $21,294 | Same NTEE code T20, revenue within 2x, same state |
| ANGELICA G MUNS CHARITABLE TR | AL | T20 | $60,653 | $46,298 | TRUSTEE | $11,601 | Same NTEE code T20, revenue within 2x, same state |
| SAM H ODOM FOUNDATION TR 2055003018 | AL | T20 | $56,727 | $49,373 | TRUSTEE | $12,680 | Same NTEE code T20, revenue within 2x, same state |
| VIOLET HAMPTON TUW 1 | AL | T20 | $56,090 | $68,180 | TRUSTEE | $14,547 | Same NTEE code T20, revenue within 2x, same state |
| KATHARINE DAVIS FOUNDATION | AL | T20 | $56,888 | $199,592 | AGENT | $20,000 | Same NTEE code T20, revenue within 2x, same state |
| ARDMORE SCHOOLS FOUNDATION INC | AL | T20 | $55,274 | $33,250 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| SALT & LIGHT FOUNDATION | AL | T20 | $56,305 | $90,505 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| PHELPS FAMILY FOUNDATION | AL | T20 | $55,210 | $36,881 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| BOADMAN NETTLES IVEY & BARBARA NETTLES IVEY FOUNDATION | AL | T20 | $55,259 | $46,555 | CHAIRMAN | $0 | Same NTEE code T20, revenue within 2x, same state |
| ANNA HARRIET HEYER CHARITABLE TRUST | IL | T20 | $58,448 | $55,679 | TRUSTEE | $15,168 | Same NTEE code T20, revenue within 2x |
| FREEWILL CHARITABLE TRUST | FL | T20 | $58,314 | $249,005 | MD | $0 | Same NTEE code T20, revenue within 2x |
| THE WILLIAM ARVID SHAW AND HALLIE GRIFFIN SHAW CHARITABLE TRUST 2 | OH | T20 | $57,259 | $29,987 | TRUSTEE | $6,542 | Same NTEE code T20, revenue within 2x |
| JAMES AND CLEO HAMILTON FAMILY CHARITABLE TRUST | MI | T20 | $57,230 | $25,317 | Trustee | $0 | Same NTEE code T20, revenue within 2x |
| THE ONWARD AND UPWARD CHARITABLE FOUNDATION | DE | T20 | $55,871 | $96,763 | Sec | $0 | Same NTEE code T20, revenue within 2x |
| JACK AND DOROTHY SCHWAB CHARITABLE TRUST | PA | T20 | $60,820 | $80,594 | CO-TRUSTEE | $12,553 | Same NTEE code T20, revenue within 2x |
| MILTON AND DOROTHY FRICKE CHARITABLE TRUST | MN | T20 | $59,181 | $61,091 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| MSGR RICHARD S AMICO MEMORIAL CHARITABLE TRUST | NY | T20 | $57,087 | $307,558 | TRUSTEE/PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| NADINE E RUDISILL CHARITABLE TRUST | PA | T20 | $58,899 | $58,471 | TRUSTEE | $8,652 | Same NTEE code T20, revenue within 2x |
| IRVIN AND MARION ERB CHARITABLETRUST | MA | T20 | $59,611 | $120,167 | TRUSTEE | $6,560 | Same NTEE code T20, revenue within 2x |
| ELLA MAE BROWN CHARITABLE TRUST | TX | T20 | $59,395 | $52,215 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| THE EDITH AND PAUL@FROST PRIVATE FOUNDATION CHARITABLE TRUST | FL | T20 | $54,556 | $40,000 | OWNER | $0 | Same NTEE code T20, revenue within 2x |
| TRUST UNDER WILL OF OLIVE M DERR FBO ALSACE LUTHERAN CHURCH | FL | T20 | $59,807 | $21,089 | TRUSTEE | $4,410 | Same NTEE code T20, revenue within 2x |
| MELVIN A LARSON CHARITABLE TRUST | MO | T20 | $56,907 | $53,922 | TRUSTEE | $14,027 | Same NTEE code T20, revenue within 2x |
| LOUISE M WASNEY CHARITABLE TRUST | IL | T20 | $59,477 | $52,749 | TRUSTEE | $13,661 | Same NTEE code T20, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| TRINKA DAVIS FOUNDATION | Private foundation | $3,547,934 | 1 | 1 | 2024–2024 | KATHARINE DAVIS FOUNDATION |
| COMMUNITY FOUNDATION OF GREATER HUNTSVILLE | DAF sponsor | $6,000 | 1 | 1 | 2023–2023 | ARDMORE SCHOOLS FOUNDATION INC |
| MORGAN STANLEY FOUNDATION INC | Private foundation | $1,000 | 1 | 1 | 2017–2017 | DURHAM LIONS CLUB CHARITABLE FUND |
| ALLSTATE FOUNDATION | Private foundation | $1,000 | 1 | 1 | 2024–2024 | DURHAM LIONS CLUB CHARITABLE FUND |
| AMAZONSMILE FOUNDATION | Private foundation | $10 | 1 | 1 | 2020–2020 | DURHAM LIONS CLUB CHARITABLE FUND |
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 · $69,340 spent · pay $16,577 · grants $45,045 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $45,045 | 65.0% | |
| Pay: officers, directors, trustees | $16,577 | 23.9% | |
| Other expenses | $4,901 | 7.1% | |
| Taxes | $1,817 | 2.6% | |
| Fees: accounting | $1,000 | 1.4% | |
| Total | $69,340 | 100% |
2024 · Form 990PF · $118,579 spent · pay $16,288 · grants $54,932 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $54,932 | 46.3% | |
| Fees: legal | $45,677 | 38.5% | |
| Pay: officers, directors, trustees | $16,288 | 13.7% | |
| Fees: accounting | $1,000 | 0.8% | |
| Taxes | $682 | 0.6% | |
| Total | $118,579 | 100% |
2023 · Form 990PF · $57,728 spent · pay $15,631 · grants $9,592 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Taxes | $19,248 | 33.3% | |
| Pay: officers, directors, trustees | $15,631 | 27.1% | |
| Fees: legal | $12,257 | 21.2% | |
| Contributions, gifts, grants paid | $9,592 | 16.6% | |
| Fees: accounting | $1,000 | 1.7% | |
| Total | $57,728 | 100% |
2022 · Form 990PF · $39,568 spent · pay $6,661 · grants $29,022 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $29,022 | 73.3% | |
| Pay: officers, directors, trustees | $6,661 | 16.8% | |
| Fees: other professional | $3,587 | 9.1% | |
| Taxes | $298 | 0.8% | |
| Total | $39,568 | 100% |