Irene M Carlson Trust B
Irene M Carlson Trust B is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2019 through 2022. In 2022, it awarded 5 grants totaling $64K.
Irene M Carlson Trust B at a glance
In short: Irene M Carlson Trust B gave $64K across 5 grants in 2022 (avg $13K), mostly in Minnesota. Source: 2022 IRS Form 990-PF.
- Annual giving (2022)
- $64,240
- -21.4% vs 2021
- Grants made (2022)
- 5
- +25.0% vs 2021
- Average grant
- $12,848
- -37.1% vs 2021
- Median grant
- $16,060
- Primary geography
- Minnesota (50% of itemized 2022 grant dollars)
- Latest 990 filing
- Form 990-PF, 2022 View filing
Data from IRS Form 990-PF, 2022; updated October 2026.
Who Irene M Carlson Trust B funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2022
The largest 2022 recipient was Ecumen ($16K). Together the top 5 received $64K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 19 grants of 19 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2022 grant dollars across all 5 itemized grants.
Cities
How Irene M Carlson Trust B gives
- Giving fell 21% from 2019 to 2022. Method
- In 2022 it paid out 109% of its IRS minimum distribution (the 5% rule). 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 2022, annual grant giving ranged from $64K (2022) to $87K (2020). In 2022 it made 5 grants totaling $64K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ecumen Shoreview, MN | General Operating | $16,060 |
| Augustana Care Edina, MN | General Operating | $16,060 |
| Cerenity Foundation Mobile, AL | General Operating | $16,060 |
| Women of the Elca Chicago, IL | General Operating | $8,030 |
| Lutheran Men in Mission Chicago, IL | General Operating | $8,030 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2022 | — | $-3,714 | $99,541 | $64,240 | 5 | $75,963 | — | $69,522 |
| 2021 | $1,502,308 | $229,331 | $114,923 | $81,751 | 4 | $87,325 | $202,011 | $89,864 |
| 2020 | $1,387,897 | $36,514 | $122,328 | $87,233 | 5 | — | $10,041 | $86,359 |
| 2019 | $1,473,745 | $99,235 | $110,629 | $81,173 | 5 | — | $78,346 | $78,177 |
Under IRS private-foundation payout rules, Irene M Carlson Trust B reported a distributable amount of $70K for 2022 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Irene M Carlson Trust B's only listed officer is US Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2022 filing
US Bank N A
Trustee
On filings since 2019
1 hr/week
$26K (2019) → $21K (2022)
Data from IRS Form 990 filings, 2019–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2022 IRS filing
The highest reported compensation on the 2022 filing was $21K, to US Bank N a (Trustee).
Frequently asked questions about Irene M Carlson Trust B
How much does Irene M Carlson Trust B give each year?
Irene M Carlson Trust B gave $64K across 5 grants in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $82K across 4 grants.
What is Irene M Carlson Trust B's typical grant size?
Irene M Carlson Trust B's median grant in 2022 was $16,060, and its average grant was $12,848, across 5 grants on its 2022 IRS Form 990-PF.
Where does Irene M Carlson Trust B give grants?
Irene M Carlson Trust B gives mostly in Minnesota: 50% of the grant dollars itemized on its 2022 IRS Form 990-PF went to recipients there. The next largest states were Illinois (25%) and Alabama (25%). The most frequent recipient cities were Chicago, IL (2 grants).
Does Irene M Carlson Trust B give general operating support?
Yes: 100% of Irene M Carlson Trust B's 2022 grants with a stated purpose (5 of 5) were for general or operating support, per its 2022 IRS Form 990-PF.
Who are Irene M Carlson Trust B's largest grantees?
Irene M Carlson Trust B's largest 2022 grantees include Ecumen ($16,060), Augustana Care ($16,060) and Cerenity Foundation ($16,060), according to its 2022 IRS Form 990-PF. Together they received 75% of its itemized 2022 grant dollars.
How much is Irene M Carlson Trust B required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, Irene M Carlson Trust B reported a distributable amount of $70K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Irene M Carlson Trust B's EIN?
Irene M Carlson Trust B's EIN (Employer Identification Number) is 41-6101735. IRS Form 990 filing data is available on this page for 2019–2022.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Added Form 990-PF for fiscal year 2022 (received by the IRS November 10, 2023)
- IRS filings on file for fiscal years 2019–2021
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