Gertrude a Fenner Educational Trust
Gertrude a Fenner Educational Trust is a private foundation focused on Education, based in Green Bay, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $163K in total assets. In 2025, it awarded 8 grants totaling $8K. Net investment income was $12K.
Gertrude a Fenner Educational Trust at a glance
In short: Gertrude a Fenner Educational Trust gave $8K across 8 grants in 2025 (avg $1K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $8,000
- +0.0% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $1,000
- +0.0% vs 2024
- Median grant
- $1,000
- Total assets
- $162,811
- +1.8% vs 2024
- Primary geography
- Wisconsin (88% 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 Gertrude a Fenner Educational Trust funds
How this funder distributes its grants
Grant Size Distribution
43 grants across all recorded years
The most common grant size was under $50K: 43 grants of 43 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Gertrude a Fenner Educational Trust gives
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 74% 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 $8K (2020) to $11K (2019). In 2025 it made 8 grants totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 8 individual scholarships Recipients not named | — | $8,000 |
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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 | $162,811 | $15,061 | $12,178 | $8,000 | 8 | $9,001 | $12,046 | $12,230 |
| 2024 | $159,952 | $14,541 | $11,944 | $8,000 | 8 | $8,957 | $11,655 | $11,495 |
| 2023 | $157,409 | $9,933 | $11,566 | $8,000 | 8 | $8,873 | $7,299 | $10,624 |
| 2022 | $159,117 | $6,984 | $12,752 | $9,000 | 9 | $9,909 | $4,244 | $10,773 |
| 2021 | $164,937 | $10,390 | $14,049 | $10,000 | 10 | $10,994 | $7,399 | $12,195 |
| 2020 | $168,578 | $7,155 | $11,608 | $8,000 | 8 | — | $4,503 | $10,565 |
| 2019 | $173,012 | $9,867 | $14,116 | $10,500 | 12 | — | $7,217 | $10,407 |
Under IRS private-foundation payout rules, Gertrude a Fenner Educational Trust reported a distributable amount of $12K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Gertrude a Fenner Educational Trust's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Associated Trust Company
Trustee
On filings since 2022
1 hr/week
$4K (2022) → $4K (2025)
Lincoln High School
Assistant Principal
On filings since 2024
1 hr/week
No compensation reported
St James Episcopal Church
Pastor
On filings since 2024
1 hr/week
No compensation reported
Former officers (1)
- Former: Associated Trust Company NA (2019–2021) — Trustee
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 $4K, to Associated Trust Company (Trustee).
Frequently asked questions about Gertrude a Fenner Educational Trust
How much does Gertrude a Fenner Educational Trust give each year?
Gertrude a Fenner Educational Trust gave $8K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8K across 8 grants.
What is Gertrude a Fenner Educational Trust's typical grant size?
Gertrude a Fenner Educational Trust's median grant in 2025 was $1,000, and its average grant was $1,000, across 8 grants on its 2025 IRS Form 990-PF.
Where does Gertrude a Fenner Educational Trust give grants?
Gertrude a Fenner Educational Trust gives mostly in Wisconsin: 88% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Minnesota (13%).
Does Gertrude a Fenner Educational Trust give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on Gertrude a Fenner Educational Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (8 grants).
How large is Gertrude a Fenner Educational Trust?
Gertrude a Fenner Educational Trust reported $163K in total assets on its 2025 IRS Form 990-PF. It paid out $9K in qualifying distributions that year, against a required minimum of $12K (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 Gertrude a Fenner Educational Trust?
Gertrude a Fenner Educational Trust is a private foundation focused on Education, based in Green Bay, WI. It holds $163K in total assets as of 2025.
What is Gertrude a Fenner Educational Trust's EIN?
Gertrude a Fenner Educational Trust's EIN (Employer Identification Number) is 39-6741325. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 1, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 19, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 14, 2022)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 4, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
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