Charles W Frees and Jean H Frees Foundation

MILWAUKEE, WI EIN: 20-7461473

Charles W Frees and Jean H Frees Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $622K in total assets. In 2025, it awarded 7 grants totaling $50K. Net investment income was $54K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$622K

-0.1% YoY

Annual Giving

$50K

+11.1% YoY

Grant Count

7

+16.7% YoY

Avg Grant Size

$7K

-4.8% YoY

Under IRS private-foundation payout rules, Charles W Frees and Jean H Frees Foundation reported a distributable amount of $54K for 2025 — the minimum it must pay out in qualifying distributions.

About Charles W Frees and Jean H Frees Foundation

Based on IRS filings

Charles W Frees and Jean H Frees Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $622K in total assets. In 2025, it awarded 7 grants totaling $50K. Net investment income was $54K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BallwinHerculaneumIndianapolisMapavilleMaryland HeightsSaint LouisSt LouisWentzvilleWood River

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$37K$74K$111K$148K20212022202320242025
Metric202520242023
Total Assets$621,525$621,917$634,230
Revenue$69,909$54,797$129,401
Expenses$70,307$67,113$134,357
Qualifying Distributions$54,261$49,169$118,272
Net Investment Income$53,567$39,911$113,026
Distributable Amount$54,359$50,384$53,388

Giving Over Time

Total grant dollars and number of grants per year

$0$29K$57K$86K$114K4 grants20211 grants20228 grants20236 grants20247 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

MIRIAM FOUNDATION$9KCENTER FOR HEARING & SPE…$8KPONY BIRD INC$8KST JOSEPH INSTITUTE FOR …$8KCENTRAL INSTITUTE FOR TH…$8KVARIETY THE CHILDRENS CH…$7KWILLIAM M BEDELL ACHIEVE…$3K

Grant Size Distribution

26 grants across all recorded years

26<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Miriam Foundation ($9,000), Center for Hearing & Speech ($8,000), Pony Bird Inc ($8,000).

RecipientPurposeAmount
CENTER FOR HEARING & SPEECH ST LOUIS, MOGENERAL OPERATING$8,000
VARIETY THE CHILDRENS CHARITY ST LOUIS, MOGENERAL OPERATING$7,000
WILLIAM M BEDELL ACHIEVEMENT & RESOURCE WOOD RIVER, ILGENERAL OPERATING$3,000
ST JOSEPH INSTITUTE FOR THE DEAF ST LOUIS, MOGENERAL OPERATING$7,500
CENTRAL INSTITUTE FOR THE DEAF ST LOUIS, MOGENERAL OPERATING$7,500
MIRIAM FOUNDATION ST LOUIS, MOGENERAL OPERATING$9,000
PONY BIRD INC HERCULANEUM, MOGENERAL OPERATING$8,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

US BANK NATRUSTEE$18K

From 2025 filing

NameTitleHoursCompensation
US BANK NATRUSTEE1$17,614

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Charles W Frees and Jean H Frees Foundation?

Charles W Frees and Jean H Frees Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $622K in total assets as of 2025.

How large is Charles W Frees and Jean H Frees Foundation?

As of 2025, Charles W Frees and Jean H Frees Foundation holds $622K in total assets with $70K in annual revenue. It awarded 7 grants totaling $50K in 2025.

Where does Charles W Frees and Jean H Frees Foundation operate?

Charles W Frees and Jean H Frees Foundation has awarded grants in Illinois, Indiana, Missouri.

What size grants does Charles W Frees and Jean H Frees Foundation award?

In 2025, Charles W Frees and Jean H Frees Foundation awarded 7 grants totaling $50K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Charles W Frees and Jean H Frees Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Charles W Frees and Jean H Frees Foundation reported a distributable amount of $54K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charles W Frees and Jean H Frees Foundation's EIN?

Charles W Frees and Jean H Frees Foundation's EIN (Employer Identification Number) is 20-7461473. IRS Form 990 filing data is available on this page for 2021–2025.

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

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