Fred Shott Charitable Trust Co Us Bank

MILWAUKEE, WI EIN: 93-6158914

Fred Shott Charitable Trust Co Us Bank is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $166K in total assets. In 2025, it awarded 2 grants totaling $14K. Net investment income was $14K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$166K

-1.0% YoY

Annual Giving

$14K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$7K

+0.0% YoY

Under IRS private-foundation payout rules, Fred Shott Charitable Trust Co Us Bank reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.

About Fred Shott Charitable Trust Co Us Bank

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $42K (60%)

Oregon $27K (40%)

States

Illinois Oregon

Cities

ChicagoJunction City

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$165,824	$167,422	$179,881
Revenue	$18,682	$7,844	$7,527
Expenses	$20,285	$20,302	$20,983
Qualifying Distributions	$15,715	$15,718	$16,276
Net Investment Income	$14,149	$3,086	$3,080
Distributable Amount	$10,259	$9,996	$10,489

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 2025

Grant Size Distribution

9 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Children's Aid Society of Chicago ($6,840), St Rose Catholic Church ($6,840).

Recipient	Purpose	Amount
CHILDREN'S AID SOCIETY OF CHICAGO CHICAGO, IL	GENERAL OPERATING	$6,840
ST ROSE CATHOLIC CHURCH JUNCTION CITY, OR	GENERAL OPERATING	$6,840

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	$4,983

Frequently Asked Questions

How large is Fred Shott Charitable Trust Co Us Bank?

As of 2025, Fred Shott Charitable Trust Co Us Bank holds $166K in total assets with $19K in annual revenue. It awarded 2 grants totaling $14K in 2025.

Where does Fred Shott Charitable Trust Co Us Bank operate?

Fred Shott Charitable Trust Co Us Bank has awarded grants in Illinois, Oregon.

What size grants does Fred Shott Charitable Trust Co Us Bank award?

In 2025, Fred Shott Charitable Trust Co Us Bank awarded 2 grants totaling $14K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Fred Shott Charitable Trust Co Us Bank required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Fred Shott Charitable Trust Co Us Bank reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Fred Shott Charitable Trust Co Us Bank's EIN?

Fred Shott Charitable Trust Co Us Bank's EIN (Employer Identification Number) is 93-6158914. IRS Form 990 filing data is available on this page for 2021–2025.