Charitable Trust Agreement of Brion & Jennifer Collins

Private foundation · Grantmaker Hartland, WI EIN: 39-2009711

CHARITABLE TRUST AGREEMENT OF BRION & is a private foundation based in Hartland, Wisconsin. In 2024, it gave $130,894 in grants to charitable organizations, with most grant dollars going to recipients in Wisconsin.

Key facts about Charitable Trust Agreement of Brion & Jennifer Collins

In short: Charitable Trust Agreement of Brion & Jennifer Collins gave $131K across 28 grants in 2024 (avg $5K), mostly in Wisconsin. 36% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
39-2009711
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$130,894
Grants made (2024)
28
Average grant
$4,675
Median grant
$4,350
New grantees (estimate)
36% first-time grantees (10 of 28, 2024)
Total assets
$732,009
Primary geography
Wisconsin (84% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$732K

+25.2% YoY

Annual Giving

$131K

+31.7% YoY

Grant Count

28

+47.4% YoY

Avg Grant Size

$5K

-10.6% YoY

Under IRS private-foundation payout rules, Charitable Trust Agreement of Brion & Jennifer Collins reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.

Is Charitable Trust Agreement of Brion & Jennifer Collins open to new grantees?

36%

first-time grantees, 2024

In 2024, 10 of 28 grantees (36%) were first-time recipients. First grants averaged $4K; repeat grants $5K. How we count

Medians: $3K first-time, $4K repeat.

  • 57% of 2024 grantees were also funded in 2023. Method
  • Giving grew 30% from 2021 to 2024. Method
  • In 2024 it paid out 428% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grants included support for Catholic organizations and other charitable organizations. Among the grantees, Arise Milwaukee Inc says it exists to inspire people to fall in love with Christ in the Catholic Church; the Knights of Columbus says it supports the Catholic Church and engages in works of charity for the less fortunate. Woodlawn Foundation says it provides grants to nonprofits receiving pastoral care from the Catholic Prelature of Opus Dei. Leadership Institute describes its mission as educating people for successful participation in government, politics, and media.

Grantmaking

In 2024, the foundation made 28 grants totaling $130,894. Grants ranged from $100 to $21,600, with a median of $4,350. The largest grant was $21,600 to ST CHARLES in Hartland, Wisconsin, for a general contribution. Other large grants included $11,000 to the Archdiocese of Milwaukee and $10,000 each to an individual recipient, Pro-Life Wisconsin ETF, Salesianum Trust, and St Francis de Sales Seminary. Additional 2024 recipients included Woodlawn Foundation ($5,000), Arise Milwaukee Inc ($4,000), the Knights of Columbus ($1,665), and Leadership Institute ($1,000).

How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

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Geographic Focus

Where this funder awards grants

In 2024, 84% of grant dollars went to recipients in Wisconsin, 8% to New York, 4% to Colorado, and 1% each to Connecticut and Minnesota.

Grant Distribution by State

16states

Share of 2024 grant dollars across all 28 itemized grants.

Cities

BrookfieldHartlandMadisonOconomowocMilwaukeeGeneseeLouisvilleNew HavenSt FrancisWaukeshaNew ULMHubertusBloomingdaleMenomonee FallsMilwuakeeMukwonagoScottsdaleSouth BendSussexWaikesha

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K23 grants2020 26 grants2021 26 grants2022 19 grants2023 28 grants2024

From 2020 to 2024, annual grant giving ranged from $63K (2020) to $131K (2024). In 2024 it made 28 grants totaling $131K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

St Charles: $22KSt Charles$22KArchdiocese of Milwaukee: $11KArchdiocese of Milwaukee$11KCatholic Memorial: $10KCatholic Memorial$10KPro-Life Wisconsin ETF: $10KPro-Life Wisconsin ETF$10KSalesianum Trust: $10KSalesianum Trust$10KSt Francis De Sales Seminary: $10KSt Francis De Sales Seminary$10KChesterton Academy: $7KChesterton Academy$7KSt Paul Catholic Center: $6KSt Paul Catholic Center$6KEvangelical Catholic: $6KEvangelical Catholic$6KFriends of the Bridegroom: $5KFriends of the Bridegroom$5K

The largest 2024 recipient was St Charles ($22K). Together the top 10 received $96K.

Grant Size Distribution

122 grants across all recorded years

122<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 122 grants of 122 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St Charles Hartland, WIGeneral Contribution$21,600
Archdiocese of Milwaukee Milwuakee, WIGeneral Contribution$11,000
Catholic Memorial Waukesha, WIGeneral Contribution$10,000
Pro-Life Wisconsin ETF Brookfield, WIGeneral Contribution$10,000
Salesianum Trust St Francis, WIGeneral Contribution$10,000
St Francis De Sales Seminary St Francis, WIGeneral Contribution$10,000
Chesterton Academy Brookfield, WIGeneral Contribution$6,500
St Paul Catholic Center Madison, WIGeneral Contribution$6,000
Evangelical Catholic Madison, WIGeneral Contribution$5,500
Friends of the Bridegroom Milwaukee, WIGeneral Contribution$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Grants Grant total
2024 28 $130,894
2023 19 $99,360
2022 26 $83,031

EIN: 39-2009711

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$732,009$584,502$496,363
Revenue$318,236$195,476$279,469
Expenses$135,720$101,322$85,544
Qualifying Distributions$132,694$100,830$84,501
Net Investment Income$126,257$104,745$3,452
Distributable Amount$31,001$25,008$19,335

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 11, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 8, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 2, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 18, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists BRION S COLLLINS and JENNIFER M COLINS as trustees.

Charitable Trust Agreement of Brion & Jennifer Collins's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Brion S. Colllins

    Trustee

    On filings since 2020

    No compensation reported

  • Jennifer M. Colins

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: W280 N7123 Mill Pond Way, Hartland, WI 53029
Phone: (262) 646-3549

Frequently asked questions about Charitable Trust Agreement of Brion & Jennifer Collins

How much does Charitable Trust Agreement of Brion & Jennifer Collins give each year?

Charitable Trust Agreement of Brion & Jennifer Collins gave $131K across 28 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $99K across 19 grants.

What is Charitable Trust Agreement of Brion & Jennifer Collins's typical grant size?

Charitable Trust Agreement of Brion & Jennifer Collins's median grant in 2024 was $4,350, and its average grant was $4,675, across 28 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Charitable Trust Agreement of Brion & Jennifer Collins that year got $4K on average.

Where does Charitable Trust Agreement of Brion & Jennifer Collins give grants?

Charitable Trust Agreement of Brion & Jennifer Collins gives mostly in Wisconsin: 84% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New York (8%). The most frequent recipient cities were Brookfield, WI (3 grants), Madison, WI (3 grants), Hartland, WI (2 grants) and St Francis, WI (2 grants).

Does Charitable Trust Agreement of Brion & Jennifer Collins give general operating support?

Yes: 100% of Charitable Trust Agreement of Brion & Jennifer Collins's 2024 grants with a stated purpose (28 of 28) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Charitable Trust Agreement of Brion & Jennifer Collins's largest grantees?

Charitable Trust Agreement of Brion & Jennifer Collins's largest 2024 grantees include St Charles ($21,600), Archdiocese of Milwaukee ($11,000) and Catholic Memorial ($10,000), according to its 2024 IRS Form 990-PF. Together they received 33% of its itemized 2024 grant dollars.

How large is Charitable Trust Agreement of Brion & Jennifer Collins?

Charitable Trust Agreement of Brion & Jennifer Collins reported $732K in total assets on its 2024 IRS Form 990-PF. It paid out $133K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets).

What does Charitable Trust Agreement of Brion & Jennifer Collins fund?

No mission statement for the foundation is provided. Its 2024 grants included support for Catholic organizations and other charitable organizations. See mission & focus areas ↑

How do I apply for a grant from Charitable Trust Agreement of Brion & Jennifer Collins?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Charitable Trust Agreement of Brion & Jennifer Collins's EIN?

Charitable Trust Agreement of Brion & Jennifer Collins's EIN (Employer Identification Number) is 39-2009711. IRS Form 990 filing data is available on this page for 2020–2024.

Does Charitable Trust Agreement of Brion & Jennifer Collins accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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