Albert L and Rosemary I Sustrick Charitable Unitrust
Albert L and Rosemary I Sustrick Charitable Unitrust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MARINETTE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $509K in total assets. In 2024, it awarded 5 grants totaling $24K. Net investment income was $128K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$509K
+25.2% YoY
Annual Giving
$24K
-7.7% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$5K
-7.7% YoY
Under IRS private-foundation payout rules, Albert L and Rosemary I Sustrick Charitable Unitrust reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.
About Albert L and Rosemary I Sustrick Charitable Unitrust
Based on IRS filings
Albert L and Rosemary I Sustrick Charitable Unitrust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MARINETTE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $509K in total assets. In 2024, it awarded 5 grants totaling $24K. Net investment income was $128K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $508,942 | $406,549 | $418,047 |
| Revenue | $133,535 | $21,437 | $-592 |
| Expenses | $31,290 | $32,475 | $38,401 |
| Qualifying Distributions | $25,618 | $27,491 | $31,903 |
| Net Investment Income | $128,160 | $15,986 | $3,842 |
| Distributable Amount | $24,504 | $23,869 | $25,850 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Columban Fathers ($4,774), Franciscan Missions ($4,774), Maryknoll Fathers ($4,774).
| Recipient | Purpose | Amount |
|---|---|---|
| COLUMBAN FATHERS MARINETTE, WI | GENERAL FINANCIAL SUPPORT | $4,774 |
| FRANCISCAN MISSIONS MARINETTE, WI | GENERAL FINANCIAL SUPPORT | $4,774 |
| MARYKNOLL FATHERS MARINETTE, WI | GENERAL FINANCIAL SUPPORT | $4,774 |
| MARYKNOLL SISTERS MARINETTE, WI | GENERAL FINANCIAL SUPPORT | $4,774 |
| THE SOCIETY FOR THE PROPAGATION OF THE FAITH MARINETTE, WI | GENERAL FINANCIAL SUPPORT | $4,774 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Albert L and Rosemary I Sustrick Charitable Unitrust?
Albert L and Rosemary I Sustrick Charitable Unitrust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MARINETTE, WI. It holds $509K in total assets as of 2024.
How large is Albert L and Rosemary I Sustrick Charitable Unitrust?
As of 2024, Albert L and Rosemary I Sustrick Charitable Unitrust holds $509K in total assets with $134K in annual revenue. It awarded 5 grants totaling $24K in 2024.
Where does Albert L and Rosemary I Sustrick Charitable Unitrust operate?
Albert L and Rosemary I Sustrick Charitable Unitrust has awarded grants in Wisconsin.
What size grants does Albert L and Rosemary I Sustrick Charitable Unitrust award?
In 2024, Albert L and Rosemary I Sustrick Charitable Unitrust awarded 5 grants totaling $24K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Albert L and Rosemary I Sustrick Charitable Unitrust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Albert L and Rosemary I Sustrick Charitable Unitrust reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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