Claudine Wilson Charitable Trust

MILWAUKEE, WI EIN: 32-6509687

Claudine Wilson Charitable Trust is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $369K in total assets. In 2024, it awarded 4 grants totaling $20K. Net investment income was $7K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$369K

-4.9% YoY

Annual Giving

$20K

-27.1% YoY

Grant Count

+33.3% YoY

Avg Grant Size

$5K

-45.3% YoY

Under IRS private-foundation payout rules, Claudine Wilson Charitable Trust reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.

About Claudine Wilson Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Missouri $72K (87%)

Virginia $11K (13%)

States

Missouri Virginia

Cities

AlexandriaSt Joseph

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$369,256	$388,470	$407,952
Revenue	$15,645	$22,306	$50,028
Expenses	$34,845	$42,239	$26,411
Qualifying Distributions	$26,873	$30,884	$19,417
Net Investment Income	$7,328	$10,589	$46,815
Distributable Amount	$20,370	$19,399	$20,181

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

13 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include United Way of Greater St Joseph ($7,429), Missouri Western State Univ Fdn ($5,714), Allied Arts Council of St Joseph Mo ($3,429).

Recipient	Purpose	Amount
MISSOURI WESTERN STATE UNIV FDN ST JOSEPH, MO	GENERAL OPERATING	$5,714
ALLIED ARTS COUNCIL OF ST JOSEPH MO ST JOSEPH, MO	GENERAL OPERATING	$3,429
UNITED WAY OF GREATER ST JOSEPH ST JOSEPH, MO	GENERAL OPERATING	$7,429
LADIES UNION BENEVOLENT ASSN ST JOSEPH, MO	GENERAL OPERATING	$3,429

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK NA	TRUSTEE	1	$6,635

Frequently Asked Questions

How large is Claudine Wilson Charitable Trust?

As of 2024, Claudine Wilson Charitable Trust holds $369K in total assets with $16K in annual revenue. It awarded 4 grants totaling $20K in 2024.

Where does Claudine Wilson Charitable Trust operate?

Claudine Wilson Charitable Trust has awarded grants in Missouri, Virginia.

What size grants does Claudine Wilson Charitable Trust award?

In 2024, Claudine Wilson Charitable Trust awarded 4 grants totaling $20K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Claudine Wilson Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Claudine Wilson Charitable Trust reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Claudine Wilson Charitable Trust's EIN?

Claudine Wilson Charitable Trust's EIN (Employer Identification Number) is 32-6509687. IRS Form 990 filing data is available on this page for 2021–2024.