Charlotte a Y Hoerner Tr FBO PSU
Charlotte a Y Hoerner Tr FBO PSU is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $454K in total assets. In 2024, it awarded 1 grant totaling $31K. Net investment income was $11K.
Charlotte a Y Hoerner Tr FBO PSU at a glance
In short: Charlotte a Y Hoerner Tr FBO PSU gave $31K across 1 grant in 2024 (avg $31K), mostly in Kansas. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $30,736
- +31.3% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $30,736
- +31.3% vs 2023
- Median grant
- $30,736
- Total assets
- $453,772
- -4.4% vs 2023
- Primary geography
- Kansas (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Charlotte a Y Hoerner Tr FBO PSU funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Pittsburg State University Fdn ($31K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Charlotte a Y Hoerner Tr FBO PSU gives
- Giving grew 37% from 2021 to 2024. Method
- In 2024 it paid out 119% of its IRS minimum distribution (the 5% rule). 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 2020 to 2024, annual grant giving ranged from $3K (2022) to $31K (2024). In 2024 it made 1 grant totaling $31K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pittsburg State University Fdn Pittsburg, KS | General Operating | $30,736 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $453,772 | $21,415 | $42,222 | $30,736 | 1 | $33,129 | $10,659 | $27,803 |
| 2023 | $474,581 | $19,831 | $35,893 | $23,417 | 1 | $25,730 | $11,762 | $25,641 |
| 2022 | $491,093 | $25,894 | $13,365 | $3,136 | 1 | $5,483 | $17,956 | $25,764 |
| 2021 | $478,121 | $24,361 | $34,093 | $22,513 | 1 | $24,949 | $15,781 | $28,837 |
| 2020 | $487,854 | $45,570 | $31,951 | $22,960 | 1 | — | $35,483 | $23,951 |
Under IRS private-foundation payout rules, Charlotte a Y Hoerner Tr FBO PSU reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charlotte a Y Hoerner Tr FBO PSU's only listed officer is US Bank NA, Trustee on every filing since 2023 (compensated).
Officers on the 2024 filing
US Bank NA
Trustee
On filings since 2023
1 hr/week
$8K (2023) → $9K (2024)
Former officers (1)
- Former: US Bank N A (2020–2022) — Trustee
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $9K, to US Bank NA (Trustee).
Frequently asked questions about Charlotte a Y Hoerner Tr FBO PSU
How much does Charlotte a Y Hoerner Tr FBO PSU give each year?
Charlotte a Y Hoerner Tr FBO PSU gave $31K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $23K across 1 grant.
How large is Charlotte a Y Hoerner Tr FBO PSU?
Charlotte a Y Hoerner Tr FBO PSU reported $454K in total assets on its 2024 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets).
Where does Charlotte a Y Hoerner Tr FBO PSU operate?
Charlotte a Y Hoerner Tr FBO PSU has awarded grants in Kansas.
What is Charlotte a Y Hoerner Tr FBO PSU's EIN?
Charlotte a Y Hoerner Tr FBO PSU's EIN (Employer Identification Number) is 43-6419341. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- IRS filings on file for fiscal years 2020–2024
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Figures come from Charlotte a Y Hoerner Tr FBO PSU's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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