Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan
HERBERT KIRSTIN IRREV CHARITABLE TR is a private foundation based in Escanaba, Michigan. Its 2024 filing reports grants to preselected charitable organizations, including organizations working in community services, health care, faith, arts and culture, history, and youth activities.
Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan at a glance
In short: Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan gave $24K across 10 grants in 2024 (avg $2K), mostly in Michigan. 0% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $24,200
- -3.2% vs 2023
- Grants made (2024)
- 10
- +0.0% vs 2023
- Average grant
- $2,420
- -3.2% vs 2023
- Median grant
- $2,269
- Total assets
- $352,245
- -2.4% vs 2023
- New grantees (estimate)
- 0% first-time grantees (0 of 10, 2024; small sample)
- Primary geography
- Michigan (78% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds; it states that contributions are made only to preselected charitable organizations.
- Contact
Mailing address: 1921 3Rd Avenue North, Escanaba, MI 49829
Phone: (906) 786-0222
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Northern Lights YMCA ($5K). Together the top 10 received $24K.
Grant Size Distribution
50 grants across all recorded years
The most common grant size was under $50K: 50 grants of 50 (100%).
Geographic Focus
Where this funder awards grants
In 2024, 78% of grant dollars went to recipients in Michigan and 22% to recipients in Wisconsin. The listed recipients were located in those two states.
Grant Distribution by State
Share of 2024 grant dollars across all 10 itemized grants.
Cities
Is Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan open to new grantees?
0%
first-time grantees, 2024
In 2024, 0 of 10 grantees (0%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. How we count
- 100% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+1%). Method
- In 2024 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $24K (2021) to $29K (2022). In 2024 it made 10 grants totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Northern Lights YMCA Escanaba, MI | Support | $4,538 |
| OSF St Francis Hospital Escanaba, MI | Support | $4,538 |
| Salvation Army Wauwatosa, WI | Support | $3,025 |
| St Joseph & Patrick Church Escanaba, MI | Support | $3,025 |
| William Bonifas Fine Arts Center Escanaba, MI | Support | $3,025 |
| Bay Lakes Council BSA Appleton, WI | Support | $1,512 |
| Delta County Historical Society Escanaba, MI | Support | $1,512 |
| Escanaba Junior Hockey Escanaba, MI | Support | $1,512 |
| Girl Scouts of NWST Great Lakes Green Bay, WI | Support | $908 |
| Escanaba Little League Escanaba, MI | Support | $605 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $352,245 | $22,113 | $30,744 | $24,200 | 10 | $24,790 | $16,376 | $26,870 |
| 2023 | $361,012 | $8,497 | $31,405 | $25,000 | 10 | $25,720 | $9,667 | $25,136 |
| 2022 | $383,920 | $17,844 | $35,312 | $28,800 | 10 | $29,500 | $6,131 | $26,063 |
| 2021 | $401,388 | $23,344 | $30,980 | $24,000 | 10 | $24,000 | $12,656 | $28,446 |
| 2020 | $409,024 | $17,019 | $31,022 | $25,000 | 10 | — | $8,265 | $24,737 |
| 2019 | $423,027 | $23,841 | $30,782 | $24,667 | 10 | — | $8,720 | $24,622 |
Under IRS private-foundation payout rules, Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan reported a distributable amount of $27K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included support for a YMCA, a hospital, a church, the Salvation Army, arts and history organizations, scouting groups, and youth sports organizations.
Among the recipients, Northern Lights YMCA describes its mission as helping people develop Christian character and building a Christian community, with programs intended to support people’s development in spirit, mind, and body. William Bonifas Fine Arts Center says it works to enhance and inspire the cultural and creative lives of people in the central Upper Peninsula. Delta County Historical Society describes its work as preserving and displaying lighthouse and Delta County historical artifacts in a museum and archives.
Grantmaking
In 2024, the foundation gave $24,200 across 10 grants. Grants ranged from $605 to $4,538, with a median of $2,268. The largest grants were $4,538 each to Northern Lights YMCA and OSF St Francis Hospital, both in Escanaba. Other notable grants included $3,025 each to the Salvation Army, St Joseph & Patrick Church, and William Bonifas Fine Arts Center.
The foundation gave $25,000 across 10 grants in 2023 and $28,800 across 10 grants in 2022.
Leadership & Key People
Officers and directors from IRS filings
Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan's only listed officer is First Bank Upper Michigan, Trustee on every filing since 2019 (uncompensated).
Officers on the 2024 filing
First Bank Upper Michigan
Trustee
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan
How much does Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan give each year?
Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan gave $24K across 10 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $25K across 10 grants.
What is Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan's typical grant size?
Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan's median grant in 2024 was $2,269, and its average grant was $2,420, across 10 grants on its 2024 IRS Form 990-PF.
Where does Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan give grants?
Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan gives mostly in Michigan: 78% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Wisconsin (23%). The most frequent recipient cities were Escanaba, MI (7 grants).
Does Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan give general operating support?
Not in 2024: none of the 10 grants with a stated purpose on Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support" (10 grants).
Who are Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan's largest grantees?
Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan's largest 2024 grantees include Northern Lights YMCA ($4,538), OSF St Francis Hospital ($4,538) and Salvation Army ($3,025), according to its 2024 IRS Form 990-PF. Together they received 50% of its itemized 2024 grant dollars.
How large is Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan?
Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan reported $352K in total assets on its 2024 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $27K (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 does Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan fund?
No mission statement for the foundation is provided. Its 2024 grants included support for a YMCA, a hospital, a church, the Salvation Army, arts and history organizations, scouting groups, and youth sports organizations. See mission & focus areas ↑
How do I apply for a grant from Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan?
The foundation does not accept unsolicited requests for funds; it states that contributions are made only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan's EIN?
Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan's EIN (Employer Identification Number) is 38-6507524. IRS Form 990 filing data is available on this page for 2019–2024.
Does Herbert Kirstin Irrev Charitable Tr First Bank Upper Michigan accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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 April 22, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 22, 2025)
- IRS filings on file for fiscal years 2019–2024
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