Frank R Koller Beneficiaries Trust
Frank R Koller Beneficiaries Trust is a private foundation, based in Webster, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $7.8M in total assets. In 2025, it awarded 8 grants totaling $451K. Net investment income was $340K.
Frank R Koller Beneficiaries Trust at a glance
In short: Frank R Koller Beneficiaries Trust gave $451K across 8 grants in 2025 (avg $56K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $450,637
- +0.3% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $56,330
- +0.3% vs 2024
- Median grant
- $40,330
- Total assets
- $7,760,896
- -2.0% vs 2024
- Primary geography
- Wisconsin (50% 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 Frank R Koller Beneficiaries Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Marshfield Clinic Health System Fou ($113K). Together the top 6 received $451K.
Grant Size Distribution
36 grants across all recorded years
The most common grant size was under $50K: 18 grants of 36 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Frank R Koller Beneficiaries Trust gives
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 111% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $425K (2023) to $520K (2022). In 2025 it made 8 grants totaling $451K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Marshfield Clinic Health System Fou Marshfield, WI | Operations | $112,660 |
| Rawhide Inc New London, WI | Operations | $108,153 |
| Children's Dyslexia Centers Inc Lexington, MA | Operations | $97,000 |
| Salvation Army Alexandria, VA | Operations Marathon County Wisconsin | $48,659 |
| Salvation Army Alexandria, VA | Operations Oneida County Wisconsin | $32,000 |
| Salvation Army Alexandria, VA | Operations Vilas County Wisconsin | $32,000 |
| Shriners Hospitals for Children Tampay, FL | Operations | $15,659 |
| Manitowish Waters Fire Company Manitowish Waters, WI | Operations | $4,506 |
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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 | $7,760,896 | $394,302 | $552,369 | $450,637 | 8 | $489,565 | $339,794 | $439,489 |
| 2024 | $7,918,963 | $502,685 | $538,974 | $449,335 | 8 | $486,765 | $452,963 | $432,670 |
| 2023 | $7,955,252 | $233,623 | $517,992 | $425,427 | 8 | $463,589 | $179,220 | $419,598 |
| 2022 | $8,239,621 | $340,207 | $621,831 | $520,207 | 6 | $557,909 | $287,482 | $434,220 |
| 2021 | $8,521,245 | $688,294 | $603,757 | $493,375 | 6 | $535,145 | $625,630 | $480,660 |
| 2020 | $8,436,708 | $1,109,313 | $514,360 | $431,278 | 6 | — | $320,031 | $397,762 |
Under IRS private-foundation payout rules, Frank R Koller Beneficiaries Trust reported a distributable amount of $439K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Frank R Koller Beneficiaries Trust is led by Gary Ratts, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
Gary Ratts
Trustee
On filings since 2020
$48K (2020) → $54K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $54K, to Gary Ratts (Trustee).
Frequently asked questions about Frank R Koller Beneficiaries Trust
How much does Frank R Koller Beneficiaries Trust give each year?
Frank R Koller Beneficiaries Trust gave $451K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $449K across 8 grants.
What is Frank R Koller Beneficiaries Trust's typical grant size?
Frank R Koller Beneficiaries Trust's median grant in 2025 was $40,330, and its average grant was $56,330, across 8 grants on its 2025 IRS Form 990-PF.
Where does Frank R Koller Beneficiaries Trust give grants?
Frank R Koller Beneficiaries Trust gives mostly in Wisconsin: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Virginia (25%) and Massachusetts (22%). The most frequent recipient cities were Alexandria, VA (3 grants).
Does Frank R Koller Beneficiaries Trust give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on Frank R Koller Beneficiaries Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Operations" (5 grants).
Who are Frank R Koller Beneficiaries Trust's largest grantees?
Frank R Koller Beneficiaries Trust's largest 2025 grantees include Marshfield Clinic Health System Fou ($112,660), Salvation Army ($112,659 across 3 grants) and Rawhide Inc ($108,153), according to its 2025 IRS Form 990-PF. Together they received 74% of its itemized 2025 grant dollars.
How large is Frank R Koller Beneficiaries Trust?
Frank R Koller Beneficiaries Trust reported $7.8M in total assets on its 2025 IRS Form 990-PF. It paid out $490K in qualifying distributions that year, against a required minimum of $439K (roughly 5% of its investment assets).
What is Frank R Koller Beneficiaries Trust's EIN?
Frank R Koller Beneficiaries Trust's EIN (Employer Identification Number) is 45-6932944. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 20, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 21, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 8, 2026)
- IRS filings on file for fiscal years 2020–2025
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