Breckenridge Charitable Trust
Breckenridge Charitable Trust is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $360K in total assets. In 2025, it awarded 2 grants totaling $17K. Net investment income was $22K.
Breckenridge Charitable Trust at a glance
In short: Breckenridge Charitable Trust gave $17K across 2 grants in 2025 (avg $8K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $16,864
- +7.5% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $8,432
- +7.5% vs 2024
- Median grant
- $8,432
- Total assets
- $359,706
- +0.1% vs 2024
- Primary geography
- Minnesota (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Breckenridge Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Make-a-Wish Foundation ($11K). Together the top 2 received $17K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Breckenridge Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 97% 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
From 2019 to 2025, annual grant giving ranged from $16K (2024) to $20K (2022). In 2025 it made 2 grants totaling $17K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Make-a-Wish Foundation St. Paul, MN | General | $11,243 |
| North Woods School Cook, MN | Program Support | $5,621 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $359,706 | $26,179 | $25,518 | $16,864 | 2 | $20,878 | $22,026 | $21,605 |
| 2024 | $359,182 | $30,100 | $24,024 | $15,685 | 2 | $19,609 | $26,049 | $20,788 |
| 2023 | $353,245 | $21,715 | $24,278 | $16,772 | 2 | $20,406 | $17,203 | $19,319 |
| 2022 | $355,815 | $12,399 | $28,185 | $19,892 | 2 | $23,628 | $8,224 | $20,508 |
| 2021 | $371,840 | $52,447 | $26,036 | $16,817 | 2 | $20,898 | $47,972 | $23,795 |
| 2020 | $345,383 | $33,392 | $24,158 | $16,638 | 2 | — | $29,263 | $20,720 |
| 2019 | $335,965 | $14,000 | $25,468 | $16,782 | 2 | — | $9,566 | $20,889 |
Under IRS private-foundation payout rules, Breckenridge Charitable Trust reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Breckenridge Charitable Trust's only listed officer is BMO Bank N A, Co-Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
BMO Bank N A
Co-Trustee
On filings since 2023
1 hr/week
$7K (2023) → $8K (2025)
Former officers (1)
- Former: BMO Harris Bank N A (2019–2022) — Co-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
The highest reported compensation on the 2025 filing was $8K, to BMO Bank N a (Co-Trustee).
Frequently asked questions about Breckenridge Charitable Trust
How much does Breckenridge Charitable Trust give each year?
Breckenridge Charitable Trust gave $17K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 2 grants.
How large is Breckenridge Charitable Trust?
Breckenridge Charitable Trust reported $360K in total assets on its 2025 IRS Form 990-PF. It paid out $21K in qualifying distributions that year, against a required minimum of $22K (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.
Where does Breckenridge Charitable Trust operate?
Breckenridge Charitable Trust has awarded grants in Illinois, Minnesota.
What is Breckenridge Charitable Trust's EIN?
Breckenridge Charitable Trust's EIN (Employer Identification Number) is 39-6770958. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
Browse active grant opportunities in Breckenridge Charitable Trust's focus areas in our free grants database
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