Ann & Leo Stoll Jr Charitable Trust

Private foundation · Grantmaker Platteville, WI EIN: 46-6582858

The Ann & Leo Stoll Jr Charitable Trust is a private foundation based in Platteville, Wisconsin. Its filing states that it awards grants to eligible 501(c)(3) organizations serving residents in the Platteville, Potosi, and Dickeyville, Wisconsin, areas, and offers two scholarships for eligible students.

Key facts about Ann & Leo Stoll Jr Charitable Trust

In short: Ann & Leo Stoll Jr Charitable Trust gave $28K across 11 grants in 2025 (avg $3K), mostly in Wisconsin. 60% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
46-6582858
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$28,000
Grants made (2025)
11
Average grant
$2,545
Median grant
$2,000
New grantees (estimate)
60% first-time grantees (6 of 10, 2025)
Total assets
$513,878
Primary geography
Wisconsin (90% of itemized 2025 grant dollars)
How to apply
The filing says the foundation does not restrict giving to preselected organizations. Full details ↓
Deadline
September 30 annually.

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$514K

-0.7% YoY

Annual Giving

$28K

+12.0% YoY

Grant Count

11

+37.5% YoY

Avg Grant Size

$3K

-18.5% YoY

Under IRS private-foundation payout rules, Ann & Leo Stoll Jr Charitable Trust reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.

Is Ann & Leo Stoll Jr Charitable Trust open to new grantees?

60%

first-time grantees, 2025

In 2025, 6 of 10 grantees (60%) were first-time recipients. First grants averaged $2K; repeat grants $3K. How we count

Medians: $2K first-time, $3K repeat.

  • 20% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+6%). Method
  • In 2025 it paid out 104% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The filing does not state a formal mission. It describes two scholarship opportunities: one for broadcast journalism and one for business management. Other grants are offered to 501(c)(3) organizations in the Platteville, Potosi, and Dickeyville areas for the benefit of residents there.

The 2025 grants included support for adopted families, a technology project, holiday food baskets, a clinic project, a multi-therapy IV pump, pickleball, a pool project, a special-needs children’s camp, and bunk beds.

Grantmaking

In filing year 2025, the trust awarded 11 grants totaling $28,000. Grants ranged from $1,200 to $6,000, with a median of $2,000.

Review Cycle

September 30 annually. The 2026 deadline is September 30, 2026.

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Geographic Focus

Where this funder awards grants

The filing says organizational grants are offered to 501(c)(3) organizations in the Platteville, Potosi, and Dickeyville, Wisconsin, areas to benefit residents in those areas. In 2025, 90% of grant dollars went to recipients in Wisconsin, 5% to recipients in Texas, and 4% to recipients in Idaho.

Grant Distribution by State

5states

Share of 2025 grant dollars across all 11 itemized grants.

Cities

PlattevillePotosiDickeyvilleKimberlyMadisonLancasterFennimoreFlagstaffLodiMinneapolisOdessa

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K11 grants2019 9 grants2020 9 grants2021 8 grants2022 8 grants2023 8 grants2024 11 grants2025

From 2019 to 2025, annual grant giving ranged from $24K (2020) to $33K (2021). In 2025 it made 11 grants totaling $28K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Platteville United Methodist Church: $6KPlatteville United MethodistChurch$6KFriends of Potosi WI Inc: $4KFriends of Potosi WI Inc$4KPlatteville Holiday Project: $3KPlatteville Holiday Project$3KClarity Clinic: $3KClarity Clinic$3KSouthwest Health Center: $3KSouthwest Health Center$3KHickory Hill Park Foundation Inc: $2KHickory Hill Park FoundationInc$2KInspiring Community Inc: $2KInspiring Community Inc$2KLaura Bartels Odessa College: $2KLaura Bartels Odessa College$2KCourtney Tyson Uw Platteville: $2KCourtney Tyson Uw Platteville$2KWI Badger Camp: $1KWI Badger Camp$1K

The largest 2025 recipient was Platteville United Methodist Church ($6K). Together the top 10 received $27K.

Grant Size Distribution

44 grants across all recorded years

44<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 44 grants of 44 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Platteville United Methodist Church Platteville, WIGrant for Sponsoring Adopted Families$6,000
Friends of Potosi WI Inc Potosi, WIGrant for Technology Project$4,200
Platteville Holiday Project Platteville, WIGrant for Holiday Food Baskets Project$3,000
Clarity Clinic Platteville, WIGrant for Lifevac Project$2,800
Southwest Health Center Platteville, WIGrant for Sapphire Multi-Therapy IV Pump Project$2,500
Hickory Hill Park Foundation Inc Potosi, WIGrant for Pickleball Project$2,000
Inspiring Community Inc Platteville, WIGrant for Platteville Pool Project$2,000
Laura Bartels Odessa College Odessa, TXScholarship Award to Laura Bartels$1,500
Courtney Tyson Uw Platteville Platteville, WIScholarship Award to Courtney Tyson$1,500
WI Badger Camp Platteville, WIGrant to help pay for special needs children to attend camp$1,300

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2025 $513,878 $32,730 $35,466 $28,000 11
2024 $517,648 $55,819 $31,086 $25,000 8
2023 $493,497 −$9,530 $33,856 $28,000 8
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$513,878$517,648$493,497
Revenue$32,730$55,819$-9,530
Expenses$35,466$31,086$33,856
Qualifying Distributions$28,636$25,551$28,479
Net Investment Income$27,034$50,284$8,280
Distributable Amount$27,507$26,650$25,370

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 18, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS July 7, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS June 1, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS July 20, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS June 3, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 4, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  8. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Mound City Bank as trustee.

Ann & Leo Stoll Jr Charitable Trust's only listed officer is Mound City Bank, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Mound City Bank

    Trustee

    On filings since 2019

    1 hr/week

    $5K (2019) → $5K (2025)

Data from IRS Form 990 filings, 2019–2025. "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

Mound City Bank — Trustee: $5KMound City BankTrustee$5K

The highest reported compensation on the 2025 filing was $5K, to Mound City Bank (Trustee).

Contact

Application contact: Lori Bahr
Mailing address: 25 E Pine Street, Platteville, WI 53818
Phone: (608) 348-2685

Frequently asked questions about Ann & Leo Stoll Jr Charitable Trust

How much does Ann & Leo Stoll Jr Charitable Trust give each year?

Ann & Leo Stoll Jr Charitable Trust gave $28K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 8 grants.

What is Ann & Leo Stoll Jr Charitable Trust's typical grant size?

Ann & Leo Stoll Jr Charitable Trust's median grant in 2025 was $2,000, and its average grant was $2,545, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Ann & Leo Stoll Jr Charitable Trust that year got $2K on average.

Where does Ann & Leo Stoll Jr Charitable Trust give grants?

Ann & Leo Stoll Jr Charitable Trust gives mostly in Wisconsin: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Texas (5%). The most frequent recipient cities were Platteville, WI (7 grants) and Potosi, WI (2 grants).

Does Ann & Leo Stoll Jr Charitable Trust give general operating support?

Not in 2025: none of the 11 grants with a stated purpose on Ann & Leo Stoll Jr Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.

Who are Ann & Leo Stoll Jr Charitable Trust's largest grantees?

Ann & Leo Stoll Jr Charitable Trust's largest 2025 grantees include Platteville United Methodist Church ($6,000), Friends of Potosi WI Inc ($4,200) and Platteville Holiday Project ($3,000), according to its 2025 IRS Form 990-PF. Together they received 47% of its itemized 2025 grant dollars.

How large is Ann & Leo Stoll Jr Charitable Trust?

Ann & Leo Stoll Jr Charitable Trust reported $514K in total assets on its 2025 IRS Form 990-PF. It paid out $29K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets).

What does Ann & Leo Stoll Jr Charitable Trust fund?

The filing does not state a formal mission. It describes two scholarship opportunities: one for broadcast journalism and one for business management. Other grants are offered to 501(c)(3) organizations in the Platteville, Potosi, and Dickeyville areas for the benefit of residents there. See mission & focus areas ↑

How do I apply for a grant from Ann & Leo Stoll Jr Charitable Trust?

The filing says the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Ann & Leo Stoll Jr Charitable Trust's EIN?

Ann & Leo Stoll Jr Charitable Trust's EIN (Employer Identification Number) is 46-6582858. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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