Gwendolyn Schultz Charitable Trust
Gwendolyn Schultz Charitable Trust is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 1 grant totaling $57K. Net investment income was $85K.
Gwendolyn Schultz Charitable Trust at a glance
In short: Gwendolyn Schultz Charitable Trust gave $57K across 1 grant in 2025 (avg $57K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $57,371
- +6.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $57,371
- +6.0% vs 2024
- Median grant
- $57,371
- Total assets
- $1,210,077
- +1.3% vs 2024
- Primary geography
- Wisconsin (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 Gwendolyn Schultz Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was GFWC of Wisconsin Inc ($57K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Gwendolyn Schultz Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 96% 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 $20K (2021) to $64K (2022). In 2025 it made 1 grant totaling $57K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| GFWC of Wisconsin Inc Muskego, WI | Program Support | $57,371 |
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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 | $1,210,077 | $94,492 | $78,023 | $57,371 | 1 | $66,636 | $84,787 | $69,430 |
| 2024 | $1,194,111 | $95,489 | $73,521 | $54,102 | 1 | $63,020 | $86,161 | $66,289 |
| 2023 | $1,172,535 | $61,781 | $74,686 | $58,211 | 1 | $66,126 | $51,361 | $62,017 |
| 2022 | $1,185,440 | $18,572 | $82,611 | $64,225 | 1 | $71,872 | $18,354 | $65,858 |
| 2021 | $1,250,269 | $133,391 | $36,641 | $20,000 | 1 | $27,934 | $123,879 | $74,016 |
| 2020 | $1,153,394 | $37,658 | $66,388 | $50,000 | 1 | — | $28,819 | $64,247 |
| 2019 | $1,181,879 | $46,079 | $66,398 | $50,000 | 1 | — | $37,756 | $62,375 |
Under IRS private-foundation payout rules, Gwendolyn Schultz Charitable Trust reported a distributable amount of $69K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Gwendolyn Schultz Charitable Trust's only listed officer is BMO Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
BMO Bank N A
Trustee
On filings since 2023
1 hr/week
$15K (2023) → $18K (2025)
Former officers (1)
- Former: BMO Harris Bank N A (2019–2022) — 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 $18K, to BMO Bank N a (Trustee).
Frequently asked questions about Gwendolyn Schultz Charitable Trust
How much does Gwendolyn Schultz Charitable Trust give each year?
Gwendolyn Schultz Charitable Trust gave $57K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $54K across 1 grant.
How large is Gwendolyn Schultz Charitable Trust?
Gwendolyn Schultz Charitable Trust reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $67K in qualifying distributions that year, against a required minimum of $69K (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 Gwendolyn Schultz Charitable Trust operate?
Gwendolyn Schultz Charitable Trust has awarded grants in District of Columbia, Wisconsin.
What is Gwendolyn Schultz Charitable Trust's EIN?
Gwendolyn Schultz Charitable Trust's EIN (Employer Identification Number) is 81-7073564. 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
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Gwendolyn Schultz Charitable Trust's focus areas in our free grants database
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