THE MICHAEL D AND MARGARET ANN
https://N/A
$276K
Total Assets (2024)
$163K
Avg Yearly Giving (2023–2024)
$326K
Giving on File
(2 yrs)
(2 yrs)
7
Grants on File
$75K
Avg Grant Size
About
ALL INVESTMENTS WERE SOLD ON THE OPEN MARKET. THE CASH WAS USED FOR FINAL PROFESSIONAL EXPENSES AND FEDERAL EXCISE TAX PAYMENTS. THE FUNDS WERE ALSO USED FOR CONTRIBUTIONS TO 501(C)3 CHARITIES TO TOTALLY DISBURSE THE CASH. THERE WERE NO OTHER ASSETS THAN THE CASH TO BE DISBURSED. THE RECIPIENT OF THE FINAL PAYMENT WAS THE SAINT LOUIS COMMUNITY FOUNDATION, WITH A PAYMENT OF 8,172.74 ON SEPTEMBER 30, 2024.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
3149910737
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $360K | $53K | N/A |
| 2021 | N/A | $340K | $1K | N/A |
| 2023 | $26K | $276K | $8K | 3 |
| 2024 | $300K | $0 | $45K | 4 |
Grant Size Distribution
Based on 7 grants on record
Minimum
$8K
25th Pctl
$8K
Median
$9K
Average
$47K
75th Pctl
$10K
Maximum
$273K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| WILLIAM R LATTA | TRUSTEE | — |
| MICHAEL D LATTA | TRUSTEE | — |
| MARGARET ANN LATTA | TRUSTEE | — |
| ANN M SETTIMI | TRUSTEE | — |
| ADAM M GOFFSTEIN | TRUSTEE | — |
| MICHAEL D LATTA JR | TRUSTEE | — |
Grants Awarded (7 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| ST LOUIS COMMUNITY FOUNDATION | SAINT LOUIS, MO | $273,173 | EDUCATION | 2024 |
| CITY ACADEMY | SAINT LOUIS, MO | $10,000 | EDUCATION | 2024 |
| CITY ACADEMY | SAINT LOUIS, MO | $10,000 | EDUCATION | 2023 |
| MICDS | SAINT LOUIS, MO | $9,000 | EDUCATION | 2024 |
| THE MUNY | SAINT LOUIS, MO | $8,000 | ARTS & EDUCATION | 2023 |
| THE MUNY | SAINT LOUIS, MO | $8,000 | ARTS & EDUCATION | 2024 |
| MICDS | SAINT LOUIS, MO | $8,000 | EDUCATION | 2023 |