Elizabeth J Riley Charitable Trust
Elizabeth J Riley Charitable Trust is a private foundation, based in Mt Pleasant, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $281K in total assets. In 2025, it awarded 2 grants totaling $23K. Net investment income was $12K.
Elizabeth J Riley Charitable Trust at a glance
In short: Elizabeth J Riley Charitable Trust gave $23K across 2 grants in 2025 (avg $11K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $22,500
- +0.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $11,250
- +0.0% vs 2024
- Median grant
- $11,250
- Total assets
- $280,956
- -5.4% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Elizabeth J Riley Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Pleasant Prairie Historical Society ($20K). Together the top 2 received $23K.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 11 grants of 12 (92%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Elizabeth J Riley Charitable Trust gives
- Giving fell 82% from 2022 to 2025. Method
- In 2025 it paid out 82% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $23K (2023) to $233K (2020). In 2025 it made 2 grants totaling $23K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pleasant Prairie Historical Society Pleasant Prairie, WI | General Program Support | $20,000 |
| Hospice Alliance Foundation Pleasant Prairie, WI | General Program Support | $2,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $280,956 | $12,003 | $28,094 | $22,500 | 2 | $22,500 | $12,003 | $27,476 |
| 2024 | $297,047 | $25,745 | $32,347 | $22,500 | 2 | $22,500 | $25,745 | $24,077 |
| 2023 | $303,649 | $28,461 | $27,694 | $22,500 | 2 | $22,500 | $28,461 | $20,827 |
| 2022 | $302,882 | $65,401 | $127,563 | $122,500 | 3 | $122,500 | $65,401 | $25,071 |
| 2021 | $365,044 | $10,008 | $52,353 | $47,500 | 3 | $47,500 | $10,008 | $27,699 |
| 2020 | $407,389 | $7,256 | $238,184 | $232,771 | 2 | — | $12,064 | $30,916 |
| 2019 | $638,317 | $21,194 | $40,135 | $33,824 | 2 | — | $21,175 | $34,271 |
Under IRS private-foundation payout rules, Elizabeth J Riley Charitable Trust reported a distributable amount of $27K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Elizabeth J Riley Charitable Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
David Riley
Co-Trustee
On filings since 2019
1 hr/week
No compensation reported
James Riley
Co-Trustee
On filings since 2021
1 hr/week
No compensation reported
Sue Easton
Co-Trustee
On filings since 2024
1 hr/week
No compensation reported
Former officers (2)
- Former: Mark Riley (2019–2023) — Co-Trustee
- Former: Barbara Riley (2019–2020) — Co-Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Elizabeth J Riley Charitable Trust
How much does Elizabeth J Riley Charitable Trust give each year?
Elizabeth J Riley Charitable Trust gave $23K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $23K across 2 grants.
How large is Elizabeth J Riley Charitable Trust?
Elizabeth J Riley Charitable Trust reported $281K in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $27K (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.
Where does Elizabeth J Riley Charitable Trust operate?
Elizabeth J Riley Charitable Trust has awarded grants in Wisconsin.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 13, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
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