Edward L Fitzgerald Foundation Trust

Private foundation · Grantmaker Green Bay, WI EIN: 39-6529176

Edward L Fitzgerald Foundation Trust is a private foundation, based in Green Bay, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $880K in total assets. In 2025, it awarded 8 grants totaling $33K. Net investment income was $52K.

Key facts about Edward L Fitzgerald Foundation Trust

In short: Edward L Fitzgerald Foundation Trust gave $33K across 8 grants in 2025 (avg $4K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

EIN
39-6529176
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$33,249
Grants made (2025)
8
Average grant
$4,156
Median grant
$4,607
Total assets
$880,062
Primary geography
Wisconsin (86% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$880K

+1.6% YoY

Annual Giving

$33K

-38.6% YoY

Grant Count

8

+0.0% YoY

Avg Grant Size

$4K

-38.6% YoY

Under IRS private-foundation payout rules, Edward L Fitzgerald Foundation Trust reported a distributable amount of $53K for 2025 — the minimum it must pay out in qualifying distributions.

How Edward L Fitzgerald Foundation Trust gives

  • Giving fell 39% from 2022 to 2025. Method
  • In 2025 it paid out 69% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

Green BayNew LondonPeshtigoWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K8 grants2020 8 grants2021 8 grants2022 8 grants2023 8 grants2024 8 grants2025

From 2020 to 2025, annual grant giving ranged from $33K (2025) to $54K (2024). In 2025 it made 8 grants totaling $33K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Heritage Hill Foundation: $5KHeritage Hill Foundation$5KUnited Way of Brown County: $5KUnited Way of Brown County$5KAmerican Red Cross: $5KAmerican Red Cross$5KThe Green Bay Humane Society and: $5KThe Green Bay Humane Societyand$5KRawhide Boys Ranch Inc: $5KRawhide Boys Ranch Inc$5KFriends of the Bay Beach Wildlife: $5KFriends of the Bay BeachWildlife$5KNational Railroad Museum: $5KNational Railroad Museum$5KPeshtigo Historical Society Inc: $1KPeshtigo Historical SocietyInc$1K

The largest 2025 recipient was Heritage Hill Foundation ($5K). Together the top 8 received $33K.

Grant Size Distribution

40 grants across all recorded years

40<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 40 grants of 40 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Heritage Hill Foundation Green Bay, WIProgram Support$4,607
United Way of Brown County Green Bay, WIProgram Support$4,607
American Red Cross Washington, DCProgram Support$4,607
The Green Bay Humane Society and Green Bay, WIProgram Support$4,607
Rawhide Boys Ranch Inc New London, WIProgram Support$4,607
Friends of the Bay Beach Wildlife Green Bay, WIProgram Support$4,607
National Railroad Museum Green Bay, WIProgram Support$4,607
Peshtigo Historical Society Inc Peshtigo, WIProgram Support$1,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$880,062$866,350$878,654
Revenue$62,913$56,872$31,822
Expenses$49,056$69,140$68,039
Qualifying Distributions$36,913$57,763$57,606
Net Investment Income$51,756$45,907$20,927
Distributable Amount$53,236$51,713$49,144

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 April 19, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 14, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 4, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Frequently asked questions about Edward L Fitzgerald Foundation Trust

How much does Edward L Fitzgerald Foundation Trust give each year?

Edward L Fitzgerald Foundation Trust gave $33K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $54K across 8 grants.

What is Edward L Fitzgerald Foundation Trust's typical grant size?

Edward L Fitzgerald Foundation Trust's median grant in 2025 was $4,607, and its average grant was $4,156, across 8 grants on its 2025 IRS Form 990-PF.

Where does Edward L Fitzgerald Foundation Trust give grants?

Edward L Fitzgerald Foundation Trust gives mostly in Wisconsin: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was District of Columbia (14%). The most frequent recipient cities were Green Bay, WI (5 grants).

Does Edward L Fitzgerald Foundation Trust give general operating support?

Not in 2025: none of the 8 grants with a stated purpose on Edward L Fitzgerald Foundation Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (8 grants).

Who are Edward L Fitzgerald Foundation Trust's largest grantees?

Edward L Fitzgerald Foundation Trust's largest 2025 grantees include Heritage Hill Foundation ($4,607), United Way of Brown County ($4,607) and American Red Cross ($4,607), according to its 2025 IRS Form 990-PF. Together they received 42% of its itemized 2025 grant dollars.

How large is Edward L Fitzgerald Foundation Trust?

Edward L Fitzgerald Foundation Trust reported $880K in total assets on its 2025 IRS Form 990-PF. It paid out $37K in qualifying distributions that year, against a required minimum of $53K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Edward L Fitzgerald Foundation Trust's EIN?

Edward L Fitzgerald Foundation Trust's EIN (Employer Identification Number) is 39-6529176. IRS Form 990 filing data is available on this page for 2020–2025.

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

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