STRATEGY STUDIO / PUBLIC DATA EXPLORER

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Regions Bank Trust Department Institution TRUSTEE2022-2025 $16,577$55,157 584

People by year

2025 · 1 person listed · 1 paid, $17K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
REGIONS BANK Institution TRUSTEE1 $16,577-- $16,577584
2024 · 1 person listed · 1 paid, $16K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
REGIONS BANK Institution TRUSTEE1 $16,288-- $16,288584
2023 · 1 person listed · 1 paid, $16K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
REGIONS BANK TRUST DEPT Institution TRUSTEE1 $15,631-- $15,631584
2022 · 1 person listed · 1 paid, $7K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
REGIONS BANK TRUST DEPT Institution TRUSTEE1 $6,661-- $6,661584

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
#ContributorTypeCity, stateTotalNoncashSource
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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$57,248$69,340 $1,032,488$1,032,488 -- $16,577--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$66,169$118,579 $1,045,400$1,045,400 -- $16,288--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$19,733$57,728 $1,099,675$1,099,675 -- $15,631--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
HUMBERT ROGERS CHARITABLE TRUSTALT20 $56,712$59,245 TRUSTEE$14,654 Same NTEE code T20, revenue within 2x, same state
DOYLE C SPIVEY & BENNIE JO WADE SPIVEY CHARITABLE TRUSTALT20 $56,238$98,278 TRUSTEE$21,294 Same NTEE code T20, revenue within 2x, same state
ANGELICA G MUNS CHARITABLE TRALT20 $60,653$46,298 TRUSTEE$11,601 Same NTEE code T20, revenue within 2x, same state
SAM H ODOM FOUNDATION TR 2055003018ALT20 $56,727$49,373 TRUSTEE$12,680 Same NTEE code T20, revenue within 2x, same state
VIOLET HAMPTON TUW 1ALT20 $56,090$68,180 TRUSTEE$14,547 Same NTEE code T20, revenue within 2x, same state
KATHARINE DAVIS FOUNDATIONALT20 $56,888$199,592 AGENT$20,000 Same NTEE code T20, revenue within 2x, same state
ARDMORE SCHOOLS FOUNDATION INCALT20 $55,274$33,250 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
SALT & LIGHT FOUNDATIONALT20 $56,305$90,505 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
PHELPS FAMILY FOUNDATIONALT20 $55,210$36,881 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
BOADMAN NETTLES IVEY & BARBARA NETTLES IVEY FOUNDATIONALT20 $55,259$46,555 CHAIRMAN$0 Same NTEE code T20, revenue within 2x, same state
ANNA HARRIET HEYER CHARITABLE TRUSTILT20 $58,448$55,679 TRUSTEE$15,168 Same NTEE code T20, revenue within 2x
FREEWILL CHARITABLE TRUSTFLT20 $58,314$249,005 MD$0 Same NTEE code T20, revenue within 2x
THE WILLIAM ARVID SHAW AND HALLIE GRIFFIN SHAW CHARITABLE TRUST 2OHT20 $57,259$29,987 TRUSTEE$6,542 Same NTEE code T20, revenue within 2x
JAMES AND CLEO HAMILTON FAMILY CHARITABLE TRUSTMIT20 $57,230$25,317 Trustee$0 Same NTEE code T20, revenue within 2x
THE ONWARD AND UPWARD CHARITABLE FOUNDATIONDET20 $55,871$96,763 Sec$0 Same NTEE code T20, revenue within 2x
JACK AND DOROTHY SCHWAB CHARITABLE TRUSTPAT20 $60,820$80,594 CO-TRUSTEE$12,553 Same NTEE code T20, revenue within 2x
MILTON AND DOROTHY FRICKE CHARITABLE TRUSTMNT20 $59,181$61,091 TRUSTEE$0 Same NTEE code T20, revenue within 2x
MSGR RICHARD S AMICO MEMORIAL CHARITABLE TRUSTNYT20 $57,087$307,558 TRUSTEE/PRESIDENT$0 Same NTEE code T20, revenue within 2x
NADINE E RUDISILL CHARITABLE TRUSTPAT20 $58,899$58,471 TRUSTEE$8,652 Same NTEE code T20, revenue within 2x
IRVIN AND MARION ERB CHARITABLETRUSTMAT20 $59,611$120,167 TRUSTEE$6,560 Same NTEE code T20, revenue within 2x
ELLA MAE BROWN CHARITABLE TRUSTTXT20 $59,395$52,215 PRESIDENT$0 Same NTEE code T20, revenue within 2x
THE EDITH AND PAUL@FROST PRIVATE FOUNDATION CHARITABLE TRUSTFLT20 $54,556$40,000 OWNER$0 Same NTEE code T20, revenue within 2x
TRUST UNDER WILL OF OLIVE M DERR FBO ALSACE LUTHERAN CHURCHFLT20 $59,807$21,089 TRUSTEE$4,410 Same NTEE code T20, revenue within 2x
MELVIN A LARSON CHARITABLE TRUSTMOT20 $56,907$53,922 TRUSTEE$14,027 Same NTEE code T20, revenue within 2x
LOUISE M WASNEY CHARITABLE TRUSTILT20 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
TRINKA DAVIS FOUNDATION Private foundation$3,547,9341 12024–2024 KATHARINE DAVIS FOUNDATION
COMMUNITY FOUNDATION OF GREATER HUNTSVILLE DAF sponsor$6,0001 12023–2023 ARDMORE SCHOOLS FOUNDATION INC
MORGAN STANLEY FOUNDATION INC Private foundation$1,0001 12017–2017 DURHAM LIONS CLUB CHARITABLE FUND
ALLSTATE FOUNDATION Private foundation$1,0001 12024–2024 DURHAM LIONS CLUB CHARITABLE FUND
AMAZONSMILE FOUNDATION Private foundation$101 12020–2020 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
LineAs describedTotalShare
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$69,340100%

View the filing

2024 · Form 990PF · $118,579 spent · pay $16,288 · grants $54,932 · events $0
LineAs describedTotalShare
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$118,579100%

View the filing

2023 · Form 990PF · $57,728 spent · pay $15,631 · grants $9,592 · events $0
LineAs describedTotalShare
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$57,728100%

View the filing

2022 · Form 990PF · $39,568 spent · pay $6,661 · grants $29,022 · events $0
LineAs describedTotalShare
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$39,568100%

View the filing