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.
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
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.
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
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include University of Montana ($6,170), Montana State University Billings ($6,170).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF MONTANA MISSOULA, MT | SCHOLARSHIP | $6,170 |
| MONTANA STATE UNIVERSITY BILLINGS BILLINGS, MT | SCHOLARSHIP | $6,170 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE | 1 | $4,146 |
| HELEN CONROY | CO-TRUSTEE | 1 | $2,000 |
Frequently Asked Questions
How large is Anne Benson Schlshp Tr Fd?
As of 2025, Anne Benson Schlshp Tr Fd holds $198K in total assets with $13K in annual revenue. It awarded 2 grants totaling $12K in 2025.
Where does Anne Benson Schlshp Tr Fd operate?
Anne Benson Schlshp Tr Fd has awarded grants in Montana.
What size grants does Anne Benson Schlshp Tr Fd award?
In 2025, Anne Benson Schlshp Tr Fd awarded 2 grants totaling $12K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Anne Benson Schlshp Tr Fd required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Anne Benson Schlshp Tr Fd reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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