Gerald Banta Irrv Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $166K in total assets. In 2024, it awarded 2 grants totaling $12K. Net investment income was $5K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$166K
-5.3% YoY
Annual Giving
$12K
+30.4% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$6K
+30.4% YoY
Under IRS private-foundation payout rules, Gerald Banta Irrv Trust reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.
About Gerald Banta Irrv Trust
Based on IRS filings
Gerald Banta Irrv Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $166K in total assets. In 2024, it awarded 2 grants totaling $12K. Net investment income was $5K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $165,758 | $175,054 | $183,633 |
| Revenue | $8,043 | $5,711 | $8,419 |
| Expenses | $17,338 | $14,288 | $5,508 |
| Qualifying Distributions | $14,266 | $11,349 | $1,892 |
| Net Investment Income | $5,021 | $3,339 | $4,673 |
| Distributable Amount | $9,998 | $9,434 | $9,542 |
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
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Bat Conservation International Inc ($6,221), Idaho Department of Fish and Game ($6,221).
| Recipient | Purpose | Amount |
|---|---|---|
| BAT CONSERVATION INTERNATIONAL INC AUSTIN, TX | GENERAL OPERATING | $6,221 |
| IDAHO DEPARTMENT OF FISH AND GAME BOISE, ID | GENERAL OPERATING | $6,221 |
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 | $3,245 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Gerald Banta Irrv Trust?
Gerald Banta Irrv Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $166K in total assets as of 2024.
How large is Gerald Banta Irrv Trust?
As of 2024, Gerald Banta Irrv Trust holds $166K in total assets with $8K in annual revenue. It awarded 2 grants totaling $12K in 2024.
Where does Gerald Banta Irrv Trust operate?
Gerald Banta Irrv Trust has awarded grants in Idaho, Texas.
What size grants does Gerald Banta Irrv Trust award?
In 2024, Gerald Banta Irrv Trust awarded 2 grants totaling $12K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Gerald Banta Irrv Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Gerald Banta Irrv Trust reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Gerald Banta Irrv Trust's EIN?
Gerald Banta Irrv Trust's EIN (Employer Identification Number) is 82-6069475. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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