Isabel Schendel-Robert & Josephine Pieper Tr
Isabel Schendel-Robert & Josephine Pieper Tr is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 5 grants totaling $105K. Net investment income was $301K.
Isabel Schendel-Robert & Josephine Pieper Tr at a glance
In short: Isabel Schendel-Robert & Josephine Pieper Tr gave $105K across 5 grants in 2025 (avg $21K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $104,692
- +2.3% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $20,938
- +2.3% vs 2024
- Median grant
- $25,673
- Total assets
- $1,943,938
- +12.6% vs 2024
- Primary geography
- Wisconsin (74% 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 Isabel Schendel-Robert & Josephine Pieper Tr funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was The Salvation Army ($26K). Together the top 5 received $105K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Isabel Schendel-Robert & Josephine Pieper Tr gives
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 97% 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 2021 to 2025, annual grant giving ranged from $102K (2024) to $121K (2023). In 2025 it made 5 grants totaling $105K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Salvation Army Hoffman Estates, IL | General Operating | $25,673 |
| Boys & Girls Clubs of Greater Milw Milwaukee, WI | General Operating | $25,673 |
| Lad Lake Inc Dousman, WI | General Operating | $25,673 |
| Children's Hospital of WI Foundation Milwaukee, WI | General Operating | $25,673 |
| Evans Scholars Foundation Glenview, IL | General Operating | $2,000 |
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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 | $1,943,938 | $333,934 | $145,543 | $104,692 | 5 | $109,771 | $301,200 | $112,664 |
| 2024 | $1,726,537 | $154,900 | $138,673 | $102,384 | 5 | $107,314 | $123,373 | $109,621 |
| 2023 | $1,735,830 | $-14,333 | $157,996 | $121,488 | 5 | $126,352 | $28,125 | $107,249 |
| 2022 | $1,911,656 | $102,471 | $162,718 | $120,160 | 5 | $125,595 | $66,442 | $126,922 |
| 2021 | $1,971,906 | $87,784 | $151,390 | $110,532 | 5 | — | $52,613 | $125,514 |
Under IRS private-foundation payout rules, Isabel Schendel-Robert & Josephine Pieper Tr reported a distributable amount of $113K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Isabel Schendel-Robert & Josephine Pieper Tr's only listed officer is US Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2023
1 hr/week
$34K (2023) → $36K (2025)
Former officers (1)
- Former: U S Bank (2021–2022) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $36K, to US Bank N a (Trustee).
Frequently asked questions about Isabel Schendel-Robert & Josephine Pieper Tr
How much does Isabel Schendel-Robert & Josephine Pieper Tr give each year?
Isabel Schendel-Robert & Josephine Pieper Tr gave $105K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $102K across 5 grants.
What is Isabel Schendel-Robert & Josephine Pieper Tr's typical grant size?
Isabel Schendel-Robert & Josephine Pieper Tr's median grant in 2025 was $25,673, and its average grant was $20,938, across 5 grants on its 2025 IRS Form 990-PF.
Where does Isabel Schendel-Robert & Josephine Pieper Tr give grants?
Isabel Schendel-Robert & Josephine Pieper Tr gives mostly in Wisconsin: 74% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Illinois (26%). The most frequent recipient cities were Milwaukee, WI (2 grants).
Does Isabel Schendel-Robert & Josephine Pieper Tr give general operating support?
Yes: 100% of Isabel Schendel-Robert & Josephine Pieper Tr's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Isabel Schendel-Robert & Josephine Pieper Tr's largest grantees?
Isabel Schendel-Robert & Josephine Pieper Tr's largest 2025 grantees include The Salvation Army ($25,673), Boys & Girls Clubs of Greater Milw ($25,673) and Lad Lake Inc ($25,673), according to its 2025 IRS Form 990-PF. Together they received 74% of its itemized 2025 grant dollars.
How large is Isabel Schendel-Robert & Josephine Pieper Tr?
Isabel Schendel-Robert & Josephine Pieper Tr reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $110K in qualifying distributions that year, against a required minimum of $113K (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 Isabel Schendel-Robert & Josephine Pieper Tr's EIN?
Isabel Schendel-Robert & Josephine Pieper Tr's EIN (Employer Identification Number) is 39-6548921. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 1, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 27, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 7, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 29, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS October 17, 2025)
- IRS filings on file for fiscal years 2021–2025
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