Albert L and Rosemary I Sustrick Charitable Unitrust
Albert L and Rosemary I Sustrick Charitable Unitrust is a private foundation, based in Marinette, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $494K in total assets. In 2025, it awarded 5 grants totaling $25K. Net investment income was $13K.
Albert L and Rosemary I Sustrick Charitable Unitrust at a glance
In short: Albert L and Rosemary I Sustrick Charitable Unitrust gave $25K across 5 grants in 2025 (avg $5K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $24,505
- +2.7% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $4,901
- +2.7% vs 2024
- Median grant
- $4,901
- Total assets
- $494,452
- -2.8% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Albert L and Rosemary I Sustrick Charitable Unitrust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Columban Fathers ($5K). Together the top 5 received $25K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Albert L and Rosemary I Sustrick Charitable Unitrust gives
- Giving held roughly steady from 2022 to 2025 (−19%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $24K (2024) to $30K (2022). In 2025 it made 5 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Columban Fathers Marinette, WI | General Financial Support | $4,901 |
| Maryknoll Fathers Marinette, WI | General Financial Support | $4,901 |
| Franciscan Missions Marinette, WI | General Financial Support | $4,901 |
| Maryknoll Sisters Marinette, WI | General Financial Support | $4,901 |
| The Society for the Propagation of the Faith Marinette, WI | General Financial Support | $4,901 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $494,452 | $18,767 | $33,421 | $24,505 | 5 | $26,334 | $13,206 | $26,976 |
| 2024 | $508,942 | $133,535 | $31,290 | $23,870 | 5 | $25,618 | $128,160 | $24,504 |
| 2023 | $406,549 | $21,437 | $32,475 | $25,850 | 5 | $27,491 | $15,986 | $23,869 |
| 2022 | $418,047 | $-592 | $38,401 | $30,140 | 5 | $31,903 | $3,842 | $25,850 |
| 2021 | $456,309 | $57,718 | $35,033 | $26,480 | 5 | $28,471 | $51,506 | $30,139 |
| 2020 | $432,902 | $25,554 | $34,495 | $27,050 | 5 | — | $20,174 | $26,477 |
Under IRS private-foundation payout rules, Albert L and Rosemary I Sustrick Charitable Unitrust reported a distributable amount of $27K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Albert L and Rosemary I Sustrick Charitable Unitrust's only listed officer is Stephenson National Bank & Trust, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Stephenson National Bank & Trust
Trustee
On filings since 2020
2 hrs/week
$1K (2020) → $1K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $1K, to Stephenson National Bank & Trust (Trustee).
Frequently asked questions about Albert L and Rosemary I Sustrick Charitable Unitrust
How much does Albert L and Rosemary I Sustrick Charitable Unitrust give each year?
Albert L and Rosemary I Sustrick Charitable Unitrust gave $25K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 5 grants.
What is Albert L and Rosemary I Sustrick Charitable Unitrust's typical grant size?
Albert L and Rosemary I Sustrick Charitable Unitrust's median grant in 2025 was $4,901, and its average grant was $4,901, across 5 grants on its 2025 IRS Form 990-PF.
Where does Albert L and Rosemary I Sustrick Charitable Unitrust give grants?
Albert L and Rosemary I Sustrick Charitable Unitrust gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Marinette, WI (5 grants).
Does Albert L and Rosemary I Sustrick Charitable Unitrust give general operating support?
Yes: 100% of Albert L and Rosemary I Sustrick Charitable Unitrust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Albert L and Rosemary I Sustrick Charitable Unitrust's largest grantees?
Albert L and Rosemary I Sustrick Charitable Unitrust's largest 2025 grantees include Columban Fathers ($4,901), Maryknoll Fathers ($4,901) and Franciscan Missions ($4,901), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Albert L and Rosemary I Sustrick Charitable Unitrust?
Albert L and Rosemary I Sustrick Charitable Unitrust reported $494K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $27K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Albert L and Rosemary I Sustrick Charitable Unitrust's EIN?
Albert L and Rosemary I Sustrick Charitable Unitrust's EIN (Employer Identification Number) is 91-2129800. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2024
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