Anne Benson Schlshp Tr FD

Private foundation · Grantmaker 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.

Key facts about Anne Benson Schlshp Tr FD

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.

EIN
81-6087202
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$12,340
Grants made (2025)
2
Average grant
$6,170
Median grant
$6,170
Total assets
$197,858
Primary geography
Montana (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

MissoulaBillingsBozemanDillon

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K4 grants2020 1 grant2021 0 grants2022 1 grant2023 2 grants2024 2 grants2025

From 2020 to 2025, annual grant giving ranged from $6K (2021) to $21K (2020). In 2025 it made 2 grants totaling $12K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

University of Montana: $6KUniversity of Montana$6KMontana State University Billings: $6KMontana State UniversityBillings$6K

The largest 2025 recipient was University of Montana ($6K). Together the top 2 received $12K.

Grant Size Distribution

6 grants across all recorded years

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

The most common grant size was under $50K: 6 grants of 6 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of Montana Missoula, MTScholarship$6,170
Montana State University Billings Billings, MTScholarship$6,170

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K2020 2021 2022 2023 2024 2025
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

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

US Bank NA — Trustee: $4KUS Bank NATrustee$4KHelen Conroy — Co-Trustee: $2KHelen ConroyCo-Trustee$2K

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.

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