Benton & Louise Hale Scholarship

Private foundation · Grantmaker Milwaukee, WI EIN: 39-6257040
N/A

Benton & Louise Hale Scholarship is a private foundation focused on N/A, based in Milwaukee, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $343K in total assets. In 2025, it awarded 4 grants totaling $13K. Net investment income was $26K.

Benton & Louise Hale Scholarship at a glance

In short: Benton & Louise Hale Scholarship gave $13K across 4 grants in 2025 (avg $3K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$13,355
-19.7% vs 2024
Grants made (2025)
4
-55.6% vs 2024
Average grant
$3,339
+80.7% vs 2024
Median grant
$3,000
Total assets
$342,503
+3.8% vs 2024
Primary geography
Wisconsin (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

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

Who Benton & Louise Hale Scholarship funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Sophia Lowetz Uw Lacrosse Cashiers OFC121 Graff MH: $4KSophia Lowetz Uw LacrosseCashiers OFC121 Graff MH$4K

The largest 2025 recipient was Sophia Lowetz Uw Lacrosse Cashiers OFC121 Graff MH ($4K).

Organizations only. It also paid 3 grants to individuals ($9,000), which are not listed by name.

Grant Size Distribution

32 grants across all recorded years

32<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 32 grants of 32 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 4 itemized grants.

States

Cities

La CrosseMilwaukeeMadisonWhitewaterEau ClaireKenoshaPlymouthBurlingtonElkhornGreen BayKansasvilleWaukesha

How Benton & Louise Hale Scholarship gives

  • Giving fell 37% from 2022 to 2025. Method
  • In 2025 it paid out 72% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K7 grants2019 4 grants2020 7 grants2021 6 grants2022 6 grants2023 9 grants2024 4 grants2025

From 2019 to 2025, annual grant giving ranged from $13K (2025) to $21K (2022). In 2025 it made 4 grants totaling $13K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Sophia Lowetz Uw Lacrosse Cashiers OFC121 Graff MH Lacrosse, WIEducation$4,355
3 grants to individuals Recipients not named —$9,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$342,503$30,968$18,891$13,3554$13,355$25,695$18,465
2024$330,040$20,269$22,778$16,6259$17,320$14,900$18,175
2023$332,377$2,112$23,813$18,2886$27,864$5,446$17,288
2022$355,166$15,027$26,850$21,1296$21,129$9,766$18,288
2021$367,150$34,500$25,318$18,7987$18,798$28,420$21,129
2020$357,800$29,238$24,878$18,5804—$23,712$19,411
2019$353,518$27,428$25,521$19,1917—$21,974$19,179

Under IRS private-foundation payout rules, Benton & Louise Hale Scholarship reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Benton & Louise Hale Scholarship's only listed officer is Midwest Institutional Trust CO, Trustee on every filing since 2023 (compensated).

Officers on the 2025 filing

  • Midwest Institutional Trust CO

    Trustee

    On filings since 2023

    1 hr/week

    $5K (2023) → $5K (2025)

Former officers (1)
  • Former: BMO Harris Bank NA (2019–2022) — Trustee

Data from IRS Form 990 filings, 2019–2025. "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

Midwest Institutional Trust CO — Trustee: $5KMidwest Institutional…Trustee$5K

The highest reported compensation on the 2025 filing was $5K, to Midwest Institutional Trust CO (Trustee).

Frequently asked questions about Benton & Louise Hale Scholarship

How much does Benton & Louise Hale Scholarship give each year?

Benton & Louise Hale Scholarship gave $13K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 9 grants.

What is Benton & Louise Hale Scholarship's typical grant size?

Benton & Louise Hale Scholarship's median grant in 2025 was $3,000, and its average grant was $3,339, across 4 grants on its 2025 IRS Form 990-PF.

Where does Benton & Louise Hale Scholarship give grants?

Benton & Louise Hale Scholarship gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.

Does Benton & Louise Hale Scholarship give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on Benton & Louise Hale Scholarship's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (4 grants).

How large is Benton & Louise Hale Scholarship?

Benton & Louise Hale Scholarship reported $343K in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Benton & Louise Hale Scholarship?

Benton & Louise Hale Scholarship is a private foundation focused on N/A, based in Milwaukee, WI. It holds $343K in total assets as of 2025.

What is Benton & Louise Hale Scholarship's EIN?

Benton & Louise Hale Scholarship's EIN (Employer Identification Number) is 39-6257040. IRS Form 990 filing data is available on this page for 2019–2025.

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

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  2. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
  3. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
  4. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  7. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 11, 2023)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Benton & Louise Hale Scholarship's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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