Farley Charitable Trust

MILWAUKEE, WI EIN: 91-6363571

Farley Charitable Trust is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.9M in total assets. In 2025, it awarded 6 grants totaling $167K. Net investment income was $223K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.9M

+1.8% YoY

Annual Giving

$167K

-0.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$28K

-0.3% YoY

Under IRS private-foundation payout rules, Farley Charitable Trust reported a distributable amount of $191K for 2025 — the minimum it must pay out in qualifying distributions.

About Farley Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Washington $209K (25%)

Illinois $125K (15%)

Mississippi $125K (15%)

New York $125K (15%)

Wisconsin $125K (15%)

Georgia $77K (9%)

Florida $49K (6%)

States

Florida Georgia Illinois Mississippi New York Washington Wisconsin

Cities

AtlantaChicagoHales CornersLackawannaTacomaTampaWalls

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$2,909,419	$2,858,747	$3,006,302
Revenue	$270,627	$65,827	$183,993
Expenses	$219,450	$218,574	$230,732
Qualifying Distributions	$173,118	$172,446	$188,922
Net Investment Income	$222,629	$81,568	$141,538
Distributable Amount	$190,955	$181,878	$170,469

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Grant Size Distribution

30 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Washington Elks Therapy Prog ($41,780), Our Lady of Victory ($25,068), Shrine of Saint Jude Thaddeus ($25,068).

Recipient	Purpose	Amount
OUR LADY OF VICTORY LACKAWANNA, NY	GENERAL OPERATING	$25,068
SHRINE OF SAINT JUDE THADDEUS CHICAGO, IL	GENERAL OPERATING	$25,068
SHRINERS HOSPITALS FOR CHILDREN TAMPA, FL	GENERAL OPERATING	$25,068
PRIESTS OF THE SACRED HEART HALES CORNERS, WI	GENERAL OPERATING	$25,068
SACRED HEART LEAGUE WALLS, MS	GENERAL OPERATING	$25,068
WASHINGTON ELKS THERAPY PROG TACOMA, WA	GENERAL OPERATING	$41,780

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$49,729

Frequently Asked Questions

How large is Farley Charitable Trust?

As of 2025, Farley Charitable Trust holds $2.9M in total assets with $271K in annual revenue. It awarded 6 grants totaling $167K in 2025.

Where does Farley Charitable Trust operate?

Farley Charitable Trust has awarded grants in Florida, Georgia, Illinois, Mississippi, New York, Washington, Wisconsin.

What size grants does Farley Charitable Trust award?

In 2025, Farley Charitable Trust awarded 6 grants totaling $167K — an average of about $28K per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2025, Farley Charitable Trust reported a distributable amount of $191K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.