Anne Benson Schlshp Tr Fd
MILWAUKEE, WI EIN: 81-6087202
Financial Overview
From 2025 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Anne Benson Schlshp Tr Fd fund?
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Montana $70K (100%)
States
Cities
BillingsBozemanDillonMissoula
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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