Elizabeth J Riley Charitable Trust

MT PLEASANT, WI EIN: 20-7105543

Elizabeth J Riley Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MT PLEASANT, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $297K in total assets. In 2024, it awarded 2 grants totaling $23K. Net investment income was $26K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$297K

-2.2% YoY

Annual Giving

$23K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$11K

+0.0% YoY

Under IRS private-foundation payout rules, Elizabeth J Riley Charitable Trust reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.

About Elizabeth J Riley Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $448K (100%)

States

Wisconsin

Cities

KenoshaMilwaukeePleasant Prairie

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$297,047	$303,649	$302,882
Revenue	$25,745	$28,461	$65,401
Expenses	$32,347	$27,694	$127,563
Qualifying Distributions	$22,500	$22,500	$122,500
Net Investment Income	$25,745	$28,461	$65,401
Distributable Amount	$24,077	$20,827	$25,071

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

12 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Pleasant Prairie Historical Society ($20,000), Hospice Alliance Foundation ($2,500).

Recipient	Purpose	Amount
HOSPICE ALLIANCE FOUNDATION PLEASANT PRAIRIE, WI	GENERAL PROGRAM SUPPORT	$2,500
PLEASANT PRAIRIE HISTORICAL SOCIETY PLEASANT PRAIRIE, WI	GENERAL PROGRAM SUPPORT	$20,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DAVID RILEY	CO-TRUSTEE	1	—
JAMES RILEY	CO-TRUSTEE	1	—
SUE EASTON	CO-TRUSTEE	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Elizabeth J Riley Charitable Trust?

Elizabeth J Riley Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MT PLEASANT, WI. It holds $297K in total assets as of 2024.

How large is Elizabeth J Riley Charitable Trust?

As of 2024, Elizabeth J Riley Charitable Trust holds $297K in total assets with $26K in annual revenue. It awarded 2 grants totaling $23K in 2024.

Where does Elizabeth J Riley Charitable Trust operate?

Elizabeth J Riley Charitable Trust has awarded grants in Wisconsin.

What size grants does Elizabeth J Riley Charitable Trust award?

In 2024, Elizabeth J Riley Charitable Trust awarded 2 grants totaling $23K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Elizabeth J Riley Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Elizabeth J Riley Charitable Trust reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Elizabeth J Riley Charitable Trust's EIN?

Elizabeth J Riley Charitable Trust's EIN (Employer Identification Number) is 20-7105543. IRS Form 990 filing data is available on this page for 2020–2024.