Brockschmidt Charitable Tr
Brockschmidt Charitable Tr is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $7.0M in total assets. In 2024, it awarded 7 grants totaling $135K. Net investment income was $174K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.0M
+0.4% YoY
Annual Giving
$135K
Grant Count
7
Avg Grant Size
$19K
Under IRS private-foundation payout rules, Brockschmidt Charitable Tr reported a distributable amount of $375K for 2024 — the minimum it must pay out in qualifying distributions.
About Brockschmidt Charitable Tr
Based on IRS filings
Brockschmidt Charitable Tr is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $7.0M in total assets. In 2024, it awarded 7 grants totaling $135K. Net investment income was $174K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $7,029,161 | $6,999,619 |
| Revenue | $266,219 | $6,855,715 |
| Expenses | $236,659 | $40,954 |
| Qualifying Distributions | $146,720 | $5,805 |
| Net Investment Income | $174,427 | $79,151 |
| Distributable Amount | $374,674 | $141,231 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Arc of the Ozarks ($19,626), Friends of Abilities First ($19,300), Sw Ctr of Indep Lvg Dba Empower Abilitie ($19,300).
| Recipient | Purpose | Amount |
|---|---|---|
| FRIENDS OF ABILITIES FIRST SPRINGFIELD, MO | GENERAL OPERATING | $19,300 |
| SW CTR OF INDEP LVG DBA EMPOWER ABILITIE SPRINGFIELD, MO | GENERAL OPERATING | $19,300 |
| FOSTERADOPT CONNECT INDEPENDENCE, MO | GENERAL OPERATING | $19,300 |
| THE ARC OF THE OZARKS SPRINGFIELD, MO | GENERAL OPERATING | $19,626 |
| RESCUE ONE SPRINGFIELD, MO | GENERAL OPERATING | $19,300 |
| AMERICAN NATIONAL RED CROSS WASHINGTON DC, DC | GENERAL OPERATING | $19,300 |
| GREENE COUNTY FAMILY JUSTICE CTR ALLIANC SPRINGFIELD, MO | GENERAL OPERATING | $19,300 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE | 1 | $92,983 |
Frequently Asked Questions
How large is Brockschmidt Charitable Tr?
As of 2024, Brockschmidt Charitable Tr holds $7.0M in total assets with $266K in annual revenue. It awarded 7 grants totaling $135K in 2024.
Where does Brockschmidt Charitable Tr operate?
Brockschmidt Charitable Tr has awarded grants in District of Columbia, Missouri.
What size grants does Brockschmidt Charitable Tr award?
In 2024, Brockschmidt Charitable Tr awarded 7 grants totaling $135K — an average of about $19K per grant, based on its IRS Form 990 filings.
How much is Brockschmidt Charitable Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Brockschmidt Charitable Tr reported a distributable amount of $375K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Brockschmidt Charitable Tr's EIN?
Brockschmidt Charitable Tr's EIN (Employer Identification Number) is 92-6657368. IRS Form 990 filing data is available on this page for 2023–2024.
Explore Open Grants
Browse active grant opportunities in Brockschmidt Charitable Tr's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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