Anne Benson Schlshp Tr FD
Anne Benson Schlshp Tr FD is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $198K in total assets. In 2025, it awarded 2 grants totaling $12K. Net investment income was $7K.
Anne Benson Schlshp Tr FD at a glance
In short: Anne Benson Schlshp Tr FD gave $12K across 2 grants in 2025 (avg $6K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $12,340
- -22.9% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $6,170
- -22.9% vs 2024
- Median grant
- $6,170
- Total assets
- $197,858
- -3.6% vs 2024
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Anne Benson Schlshp Tr FD funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was University of Montana ($6K).
Organizations only. It also paid 1 individual scholarship ($6,170), which are not listed by name.
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Anne Benson Schlshp Tr FD gives
- In 2025 it paid out 113% of its IRS minimum distribution (the 5% rule). 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 $6K (2021) to $21K (2020). In 2025 it made 2 grants totaling $12K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Montana Missoula, MT | Scholarship | $6,170 |
| 1 individual scholarship Recipients not named | — | $6,170 |
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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 | $197,858 | $13,107 | $20,236 | $12,340 | 2 | $14,455 | $7,411 | $12,777 |
| 2024 | $205,233 | $13,319 | $23,569 | $16,000 | 2 | $18,086 | $7,656 | $11,941 |
| 2023 | $215,481 | $13,988 | $23,561 | $14,000 | 1 | $16,241 | $7,200 | $11,956 |
| 2022 | $225,060 | $31,369 | $8,594 | — | — | $2,166 | $25,267 | $13,919 |
| 2021 | $202,286 | $17,851 | $16,923 | $6,239 | 1 | — | $12,323 | $12,333 |
| 2020 | $201,359 | $8,540 | $31,270 | $21,004 | 4 | — | $1,340 | $12,562 |
Under IRS private-foundation payout rules, Anne Benson Schlshp Tr FD reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Anne Benson Schlshp Tr FD's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Helen Conroy
Co-Trustee
On filings since 2020
1 hr/week
$2K (2020) → $2K (2025)
US Bank NA
Trustee
On filings since 2020
1 hr/week
$5K (2020) → $4K (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 $4K, to US Bank NA (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Anne Benson Schlshp Tr FD
How much does Anne Benson Schlshp Tr FD give each year?
Anne Benson Schlshp Tr FD gave $12K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 2 grants.
How large is Anne Benson Schlshp Tr FD?
Anne Benson Schlshp Tr FD reported $198K in total assets on its 2025 IRS Form 990-PF. It paid out $14K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets).
Where does Anne Benson Schlshp Tr FD operate?
Anne Benson Schlshp Tr FD has awarded grants in Montana.
What is Anne Benson Schlshp Tr FD's EIN?
Anne Benson Schlshp Tr FD's EIN (Employer Identification Number) is 81-6087202. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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