Frances Borgelt Trust
Frances Borgelt Trust is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $151K in total assets. In 2024, it awarded 2 grants totaling $6K. Net investment income was $5K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$151K
-2.4% YoY
Annual Giving
$6K
-15.1% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$3K
-15.1% YoY
Under IRS private-foundation payout rules, Frances Borgelt Trust reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.
About Frances Borgelt Trust
Based on IRS filings
Frances Borgelt Trust is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $151K in total assets. In 2024, it awarded 2 grants totaling $6K. Net investment income was $5K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $150,829 | $154,466 | $160,014 |
| Revenue | $7,352 | $6,321 | $4,217 |
| Expenses | $10,990 | $11,870 | $13,147 |
| Qualifying Distributions | $8,280 | $9,409 | $9,751 |
| Net Investment Income | $4,712 | $3,571 | $1,433 |
| Distributable Amount | $8,738 | $8,089 | $8,558 |
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
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Thefirst Church of Christ Scientist ($4,331), Second Church of Christ Scientist ($2,166).
| Recipient | Purpose | Amount |
|---|---|---|
| THEFIRST CHURCH OF CHRIST SCIENTIST BOSTON, MA | GENERAL OPERATING | $4,331 |
| SECOND CHURCH OF CHRIST SCIENTIST LINCOLN, NE | GENERAL OPERATING | $2,166 |
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 | $2,831 |
Frequently Asked Questions
How large is Frances Borgelt Trust?
As of 2024, Frances Borgelt Trust holds $151K in total assets with $7K in annual revenue. It awarded 2 grants totaling $6K in 2024.
Where does Frances Borgelt Trust operate?
Frances Borgelt Trust has awarded grants in Massachusetts, Nebraska.
What size grants does Frances Borgelt Trust award?
In 2024, Frances Borgelt Trust awarded 2 grants totaling $6K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Frances Borgelt Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Frances Borgelt Trust reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Frances Borgelt Trust's EIN?
Frances Borgelt Trust's EIN (Employer Identification Number) is 47-6040198. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Frances Borgelt Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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