Arthur Allen Burt Charitable Trust

MILWAUKEE, WI EIN: 93-6315171

Arthur Allen Burt Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $815K in total assets. In 2025, it awarded 1 grants totaling $31K. Net investment income was $93K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$815K

+7.9% YoY

Annual Giving

$31K

-30.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$31K

-30.4% YoY

Under IRS private-foundation payout rules, Arthur Allen Burt Charitable Trust reported a distributable amount of $48K for 2025 — the minimum it must pay out in qualifying distributions.

About Arthur Allen Burt Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $155K (100%)

States

California

Cities

Lancaster

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$815,069	$755,687	$773,572
Revenue	$107,372	$42,047	$29,672
Expenses	$47,986	$59,933	$16,841
Qualifying Distributions	$33,365	$46,617	$2,690
Net Investment Income	$93,256	$27,881	$17,462
Distributable Amount	$47,920	$45,134	$41,636

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

3 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Calif Dept of Parks & Rec ($30,500).

Recipient	Purpose	Amount
CALIF DEPT OF PARKS & REC LANCASTER, CA	GENERAL OPERATING	$30,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$15,389

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Arthur Allen Burt Charitable Trust?

Arthur Allen Burt Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $815K in total assets as of 2025.

How large is Arthur Allen Burt Charitable Trust?

As of 2025, Arthur Allen Burt Charitable Trust holds $815K in total assets with $107K in annual revenue. It awarded 1 grants totaling $31K in 2025.

Where does Arthur Allen Burt Charitable Trust operate?

Arthur Allen Burt Charitable Trust has awarded grants in California.

What size grants does Arthur Allen Burt Charitable Trust award?

In 2025, Arthur Allen Burt Charitable Trust awarded 1 grants totaling $31K — an average of about $31K per grant, based on its IRS Form 990 filings.

How much is Arthur Allen Burt Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Arthur Allen Burt Charitable Trust reported a distributable amount of $48K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Arthur Allen Burt Charitable Trust's EIN?

Arthur Allen Burt Charitable Trust's EIN (Employer Identification Number) is 93-6315171. IRS Form 990 filing data is available on this page for 2021–2025.