Alpha a Wetenkamp Charitable Trust

WAUWATOSA, WI EIN: 20-7086634

Alpha a Wetenkamp Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAUWATOSA, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.0M in total assets. In 2024, it awarded 4 grants totaling $100K. Net investment income was $184K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.0M

+32.6% YoY

Annual Giving

$100K

+11.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$25K

+11.1% YoY

Under IRS private-foundation payout rules, Alpha a Wetenkamp Charitable Trust reported a distributable amount of $276K for 2024 — the minimum it must pay out in qualifying distributions.

About Alpha a Wetenkamp Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $220K (100%)

States

Wisconsin

Cities

BurlingtonMilwaukeeOconomowocPewaukeeWaukesha

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$6,011,376	$4,533,513	$47,172
Revenue	$1,632,397	$4,604,734	$2
Expenses	$154,534	$118,393	$525
Qualifying Distributions	$115,939	$95,953	$262
Net Investment Income	$183,848	$55,396	—
Distributable Amount	$275,944	$222,371	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

14 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Marquette University ($40,000), Alverno College ($20,000), Carroll University ($20,000).

Recipient	Purpose	Amount
ALVERNO COLLEGE MILWAUKEE, WI	EDUCATION	$20,000
CARROLL UNIVERSITY WAUKESHA, WI	EDUCATION	$20,000
MARQUETTE UNIVERSITY MILWAUKEE, WI	EDUCATION	$40,000
MILWAUKEE SCHOOL OF ENGINEERING MILWAUKEE, WI	EDUCATION	$20,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
CHRISTOPHER M DROSEN	TRUSTEE	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Alpha a Wetenkamp Charitable Trust?

Alpha a Wetenkamp Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAUWATOSA, WI. It holds $6.0M in total assets as of 2024.

How large is Alpha a Wetenkamp Charitable Trust?

As of 2024, Alpha a Wetenkamp Charitable Trust holds $6.0M in total assets with $1.6M in annual revenue. It awarded 4 grants totaling $100K in 2024.

Where does Alpha a Wetenkamp Charitable Trust operate?

Alpha a Wetenkamp Charitable Trust has awarded grants in Wisconsin.

What size grants does Alpha a Wetenkamp Charitable Trust award?

In 2024, Alpha a Wetenkamp Charitable Trust awarded 4 grants totaling $100K — an average of about $25K per grant, based on its IRS Form 990 filings.

How much is Alpha a Wetenkamp Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Alpha a Wetenkamp Charitable Trust reported a distributable amount of $276K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Alpha a Wetenkamp Charitable Trust's EIN?

Alpha a Wetenkamp Charitable Trust's EIN (Employer Identification Number) is 20-7086634. IRS Form 990 filing data is available on this page for 2020–2024.