Anne Benson Schlshp Tr Fd

MILWAUKEE, WI EIN: 81-6087202

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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$198K

-3.6% YoY

Annual Giving

$12K

-22.9% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$6K

-22.9% YoY

About Anne Benson Schlshp Tr Fd

Based on IRS filings

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

BillingsBozemanDillonMissoula

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$9K$17K$26K$35K202020212022202320242025
Metric202520242023
Total Assets$197,858$205,233$215,481
Revenue$13,107$13,319$13,988
Expenses$20,236$23,569$23,561
Qualifying Distributions$14,455$18,086$16,241
Net Investment Income$7,411$7,656$7,200
Distributable Amount$12,777$11,941$11,956

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$11K$16K$21K4 grants20201 grants20210 grants20221 grants20232 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

UNIVERSITY OF MONTANA$6KMONTANA STATE UNIVERSITY…$6K

Grant Size Distribution

6 grants across all recorded years

6<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

US BANK NATRUSTEE$4KHELEN CONROYCO-TRUSTEE$2K

From 2025 filing

NameTitleHoursCompensation
US BANK NATRUSTEE1$4,146
HELEN CONROYCO-TRUSTEE1$2,000

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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