Gaedke Charitable Trust

Private foundation · Grantmaker Milwaukee, WI EIN: 39-6767863

Gaedke 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 $3.6M in total assets. In 2025, it awarded 7 grants totaling $150K. Net investment income was $131K.

Gaedke Charitable Trust at a glance

In short: Gaedke Charitable Trust gave $150K across 7 grants in 2025 (avg $21K), mostly in Iowa. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$150,000
+0.0% vs 2024
Grants made (2025)
7
+0.0% vs 2024
Average grant
$21,429
+0.0% vs 2024
Median grant
$15,000
Total assets
$3,553,926
-0.8% vs 2024
Primary geography
Iowa (60% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

Who Gaedke Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

American Parkinson Disease Assoc: $30KAmerican Parkinson DiseaseAssoc$30KAllen Foundation: $30KAllen Foundation$30KCommunity Foundation of Ne Iowa: $30KCommunity Foundation of NeIowa$30KAlzheimers Association: $15KAlzheimers Association$15KAltrusa International Foundation Inc: $15KAltrusa InternationalFoundation Inc$15KState University of Iowa Foundation: $15KState University of IowaFoundation$15KGrout Museum: $15KGrout Museum$15K

The largest 2025 recipient was American Parkinson Disease Assoc ($30K). Together the top 7 received $150K.

Grant Size Distribution

35 grants across all recorded years

35<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 35 grants of 35 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 7 itemized grants.

Cities

WaterlooChicagoCedar FallsIowa CityStaten IslandDes Plaines

How Gaedke Charitable Trust gives

  • Giving fell 37% from 2022 to 2025. Method
  • In 2025 it paid out 72% 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

$0$100K$200K$300K7 grants2021 7 grants2022 7 grants2023 7 grants2024 7 grants2025

From 2021 to 2025, annual grant giving ranged from $150K (2023) to $237K (2022). In 2025 it made 7 grants totaling $150K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
American Parkinson Disease Assoc Staten Island, NYGeneral Operating$30,000
Allen Foundation Waterloo, IAGeneral Operating$30,000
Community Foundation of Ne Iowa Cedar Falls, IAGeneral Operating$30,000
Alzheimers Association Chicago, ILGeneral Operating$15,000
Altrusa International Foundation Inc Des Plaines, ILGeneral Operating$15,000
State University of Iowa Foundation Iowa City, IAGeneral Operating$15,000
Grout Museum Waterloo, IAGeneral Operating$15,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$3,553,926$183,492$210,459$150,0007$157,162$130,673$217,120
2024$3,580,888$111,153$205,836$150,0007$156,791$80,205$200,019
2023$3,675,571$92,333$204,828$150,0007$156,451$58,157$189,477
2022$3,788,073$336,491$300,786$236,7407$243,565$287,150$221,281
2021$3,752,374$394,757$251,088$197,4777—$346,177$212,345

Under IRS private-foundation payout rules, Gaedke Charitable Trust reported a distributable amount of $217K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Gaedke Charitable Trust's only listed officer is US Bank N A, Trustee on every filing since 2023 (compensated).

Officers on the 2025 filing

  • US Bank N A

    Trustee

    On filings since 2023

    1 hr/week

    $50K (2023) → $57K (2025)

Former officers (1)
  • Former: U S Bank N A (2021–2022) — Trustee

Data from IRS Form 990 filings, 2021–2025. "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

US Bank N a — Trustee: $57KUS Bank N aTrustee$57K

The highest reported compensation on the 2025 filing was $57K, to US Bank N a (Trustee).

Frequently asked questions about Gaedke Charitable Trust

How much does Gaedke Charitable Trust give each year?

Gaedke Charitable Trust gave $150K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $150K across 7 grants.

What is Gaedke Charitable Trust's typical grant size?

Gaedke Charitable Trust's median grant in 2025 was $15,000, and its average grant was $21,429, across 7 grants on its 2025 IRS Form 990-PF.

Where does Gaedke Charitable Trust give grants?

Gaedke Charitable Trust gives mostly in Iowa: 60% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (20%) and Illinois (20%). The most frequent recipient cities were Waterloo, IA (2 grants).

Does Gaedke Charitable Trust give general operating support?

Yes: 100% of Gaedke Charitable Trust's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Gaedke Charitable Trust's largest grantees?

Gaedke Charitable Trust's largest 2025 grantees include American Parkinson Disease Assoc ($30,000), Allen Foundation ($30,000) and Community Foundation of Ne Iowa ($30,000), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.

How large is Gaedke Charitable Trust?

Gaedke Charitable Trust reported $3.6M in total assets on its 2025 IRS Form 990-PF. It paid out $157K in qualifying distributions that year, against a required minimum of $217K (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.

What is Gaedke Charitable Trust's EIN?

Gaedke Charitable Trust's EIN (Employer Identification Number) is 39-6767863. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 1, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS October 27, 2022)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 9, 2023)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS October 29, 2024)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS October 17, 2025)
  6. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Gaedke Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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