Hermoyn I Eckroth Charitable Trust

Foundation · Grantmaker Milwaukee, WI EIN: 81-0527650

Hermoyn I Eckroth Charitable Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $362K in total assets. In 2024, it awarded 5 grants totaling $20K. Net investment income was $14K.

Key facts about Hermoyn I Eckroth Charitable Trust

EIN: 81-0527650
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $20,000
Grants made (2024): 5
Average grant: $4,000
Median grant: $4,000
Total assets: $361,556
Primary geography: Montana (60% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated April 2026.

Who Hermoyn I Eckroth Charitable Trust funds

By grant dollars, the top recipient states for Hermoyn I Eckroth Charitable Trust's 5 itemized 2024 grants were Montana (60%), Florida (20%) and California (20%). The most frequent recipient cities were Billings, MT (3 grants). 100% of grants with a stated purpose were for general or operating support.

How Hermoyn I Eckroth Charitable Trust gives

Giving held roughly steady from 2021 to 2024 (−13%). Method
In 2024 it paid out 107% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Hermoyn I Eckroth Charitable Trust

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$362K

-2.2% YoY

Annual Giving

$20K

+33.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$4K

+33.3% YoY

Under IRS private-foundation payout rules, Hermoyn I Eckroth Charitable Trust reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.

About Hermoyn I Eckroth Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Montana $12K (60%)

Florida $4K (20%)

California $4K (20%)

Share of all 5 itemized 2024 grant dollars.

States

California Florida Montana

Cities

BillingsTampaRch Palos Vrd

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$361,556	$369,741	$381,330
Revenue	$20,619	$12,350	$38,289
Expenses	$28,800	$23,936	$34,984
Qualifying Distributions	$22,207	$17,181	$23,242
Net Investment Income	$13,802	$5,825	$26,940
Distributable Amount	$20,786	$18,975	$19,172

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

26 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Shriners Hospitals for Children ($4,000), Young Womens Christian Association ($4,000), St Lukes Episcopal Church ($4,000).

Recipient	Purpose	Amount
SHRINERS HOSPITALS FOR CHILDREN Tampa, FL	GENERAL OPERATING	$4,000
YOUNG WOMENS CHRISTIAN ASSOCIATION Billings, MT	GENERAL OPERATING	$4,000
ST LUKES EPISCOPAL CHURCH Billings, MT	GENERAL OPERATING	$4,000
BOYS AND GIRLS CLUB OF YELLOWSTONE COUNT Billings, MT	GENERAL OPERATING	$4,000
THE SALVATION ARMY RCH Palos VRD, CA	GENERAL OPERATING	$4,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Name	Title	Hours	Compensation
Moulton Bellingham PC	Co-Trustee	1	$330
US Bank N a	Trustee	1	$6,736

Frequently Asked Questions

How large is Hermoyn I Eckroth Charitable Trust?

As of 2024, Hermoyn I Eckroth Charitable Trust holds $362K in total assets with $21K in annual revenue. It awarded 5 grants totaling $20K in 2024.

Where does Hermoyn I Eckroth Charitable Trust operate?

Hermoyn I Eckroth Charitable Trust has awarded grants in California, Florida, Montana.

What size grants does Hermoyn I Eckroth Charitable Trust award?

In 2024, Hermoyn I Eckroth Charitable Trust awarded 5 grants totaling $20K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Hermoyn I Eckroth Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Hermoyn I Eckroth Charitable Trust reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Hermoyn I Eckroth Charitable Trust's EIN?

Hermoyn I Eckroth Charitable Trust's EIN (Employer Identification Number) is 81-0527650. IRS Form 990 filing data is available on this page for 2020–2024.