Gertrude a Bodwell Trust
Gertrude a Bodwell Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $344K in total assets. In 2025, it awarded 1 grant totaling $17K. Net investment income was $22K.
Gertrude a Bodwell Trust at a glance
In short: Gertrude a Bodwell Trust gave $17K across 1 grant in 2025 (avg $17K), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $16,797
- +4.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $16,797
- +4.2% vs 2024
- Median grant
- $16,797
- Total assets
- $344,234
- +0.9% vs 2024
- Primary geography
- Virginia (100% 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 Gertrude a Bodwell Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Salvation Army ($17K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Gertrude a Bodwell Trust gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 95% 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
From 2019 to 2025, annual grant giving ranged from $16K (2024) to $20K (2019). In 2025 it made 1 grant totaling $17K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Salvation Army Alexandria, VA | General Operating | $16,797 |
Ready to take the next step with Gertrude a Bodwell Trust?
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 | $344,234 | $27,911 | $24,967 | $16,797 | 1 | $18,939 | $22,025 | $19,835 |
| 2024 | $341,293 | $9,995 | $23,831 | $16,125 | 1 | $18,229 | $8,021 | $18,903 |
| 2023 | $355,129 | $7,865 | $25,679 | $17,863 | 1 | $19,947 | $5,277 | $18,209 |
| 2022 | $372,943 | $40,975 | $27,563 | $18,433 | 1 | $20,582 | $35,061 | $20,010 |
| 2021 | $359,532 | $48,027 | $26,952 | $17,886 | 1 | — | $41,668 | $21,356 |
| 2020 | $338,457 | $15,264 | $24,893 | $18,043 | 1 | — | $8,981 | $19,234 |
| 2019 | $348,086 | $27,003 | $27,396 | $19,694 | 1 | — | $21,267 | $19,368 |
Under IRS private-foundation payout rules, Gertrude a Bodwell Trust reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Gertrude a Bodwell Trust's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
U S Bank
Corp. Trustee
Trustee → Corp. Trustee, 2024
On filings since 2019
1 hr/week
$6K (2019) → $0 (2025)
US Bank N A
Trustee
New on the 2025 filing
1 hr/week
$6K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $6K, to US Bank N a (Trustee).
Frequently asked questions about Gertrude a Bodwell Trust
How much does Gertrude a Bodwell Trust give each year?
Gertrude a Bodwell Trust gave $17K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 1 grant.
How large is Gertrude a Bodwell Trust?
Gertrude a Bodwell Trust reported $344K in total assets on its 2025 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $20K (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.
Where does Gertrude a Bodwell Trust operate?
Gertrude a Bodwell Trust has awarded grants in Illinois, Virginia.
What is Gertrude a Bodwell Trust's EIN?
Gertrude a Bodwell Trust's EIN (Employer Identification Number) is 42-6235454. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS January 28, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 2, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 10, 2026)
- IRS filings on file for fiscal years 2019–2025
Other open foundation grants in Wisconsin
Wisconsin Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Gertrude a Bodwell Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
The LRW Charitable Trust
San Antonio, TX
Assets
$2.2M
Grants
1
Total Given
$197K
Cornelia L Vogel Trust
Dallas, TX
Assets
$427K
Grants
3
Total Given
$24K
Tr Uw Innes Harrell
Dallas, TX
Assets
$310K
Grants
3
Total Given
$13K
Tuw Myrtle Jones King Char Fdn
Dallas, TX
Assets
$2.4M
Grants
4
Total Given
$134K
Sidney & Alma Coates Memorial Tr
Orlando, FL
Assets
$170K
Grants
5
Total Given
$31K
L&M Schutte Charitable Trust
Quincy, IL
Assets
$403K
Grants
6
Total Given
$25K
More similar funders
More Funders in Wisconsin
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Gertrude a Bodwell 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.
Gertrude a Bodwell Trust down — hundreds of funders to go?