Charles Booth Trust

MILWAUKEE, WI EIN: 37-6223314

Charles Booth Trust is a private foundation focused on Health, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2023. In 2023, it awarded 1 grants totaling $55K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$55K

Grant Count

Avg Grant Size

$55K

Under IRS private-foundation payout rules, Charles Booth Trust reported a distributable amount of $281 for 2023 — the minimum it must pay out in qualifying distributions.

About Charles Booth Trust

Based on IRS filings

Charles Booth Trust is a private foundation focused on Health, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2023. In 2023, it awarded 1 grants totaling $55K.

Focus Areas

Health

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $58K (100%)

States

Illinois

Cities

Flora

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	—	$58,223	$59,519
Revenue	$187	$1,625	$12,508
Expenses	$57,358	$2,919	$5,028
Qualifying Distributions	$55,750	$319	$2,762
Net Investment Income	—	—	$10,242
Distributable Amount	$281	$2,912	$3,208

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 2023

Grant Size Distribution

2 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Clay County Hospital ($55,085).

Recipient	Purpose	Amount
CLAY COUNTY HOSPITAL FLORA, IL	GENERAL OPERATING	$55,085

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
US BANK NA	TRUSTEE	1	$500

Subject Areas

Focus areas based on grantmaking activity

Health

Frequently Asked Questions

What is Charles Booth Trust?

Charles Booth Trust is a private foundation focused on Health, based in MILWAUKEE, WI. It holds — in total assets as of 2023.

Where does Charles Booth Trust operate?

Charles Booth Trust has awarded grants in Illinois.

What size grants does Charles Booth Trust award?

In 2023, Charles Booth Trust awarded 1 grants totaling $55K — an average of about $55K per grant, based on its IRS Form 990 filings.

How much is Charles Booth Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Charles Booth Trust reported a distributable amount of $281 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.