Geraldine Heiserman Trust

MILWAUKEE, WI EIN: 84-6049131

Geraldine Heiserman Trust is a private foundation focused on Education, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $266K in total assets. In 2024, it awarded 1 grants totaling $11K. Net investment income was $9K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$266K

-1.6% YoY

Annual Giving

$11K

-1.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$11K

-1.2% YoY

Under IRS private-foundation payout rules, Geraldine Heiserman Trust reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

About Geraldine Heiserman Trust

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Missouri $64K (100%)

States

Missouri

Cities

Nevada

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$266,146	$270,480	$279,448
Revenue	$13,822	$9,299	$8,623
Expenses	$18,156	$18,258	$21,798
Qualifying Distributions	$13,477	$13,619	$17,021
Net Investment Income	$9,206	$5,336	$3,791
Distributable Amount	$14,215	$13,477	$14,313

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cottey College ($11,477).

Recipient	Purpose	Amount
COTTEY COLLEGE NEVADA, MO	SCHOLARSHIP	$11,477

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	$5,000

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Geraldine Heiserman Trust?

Geraldine Heiserman Trust is a private foundation focused on Education, based in MILWAUKEE, WI. It holds $266K in total assets as of 2024.

How large is Geraldine Heiserman Trust?

As of 2024, Geraldine Heiserman Trust holds $266K in total assets with $14K in annual revenue. It awarded 1 grants totaling $11K in 2024.

Where does Geraldine Heiserman Trust operate?

Geraldine Heiserman Trust has awarded grants in Missouri.

What size grants does Geraldine Heiserman Trust award?

In 2024, Geraldine Heiserman Trust awarded 1 grants totaling $11K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Geraldine Heiserman Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Geraldine Heiserman Trust reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.