Jacob W Kratz Fellowship Fund

SAINT LOUIS, MO EIN: 23-6560409

Jacob W Kratz Fellowship Fund is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $820K in total assets. In 2024, it awarded 1 grants totaling $40K. Net investment income was $30K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$820K

-1.6% YoY

Annual Giving

$40K

-4.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$40K

-4.8% YoY

Under IRS private-foundation payout rules, Jacob W Kratz Fellowship Fund reported a distributable amount of $47K for 2024 — the minimum it must pay out in qualifying distributions.

About Jacob W Kratz Fellowship Fund

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $209K (100%)

States

Pennsylvania

Cities

Allentown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$819,567	$832,982	$868,146
Revenue	$41,834	$19,964	$38,892
Expenses	$54,641	$55,535	$58,699
Qualifying Distributions	$42,447	$44,323	$45,244
Net Investment Income	$29,702	$15,714	$26,805
Distributable Amount	$47,026	$43,713	$46,970

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Good Shepherd Rehabilitation Network ($40,000).

Recipient	Purpose	Amount
GOOD SHEPHERD REHABILITATION NETWORK ALLENTOWN, PA	GENERAL OPERATING	$40,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$13,201

Frequently Asked Questions

How large is Jacob W Kratz Fellowship Fund?

As of 2024, Jacob W Kratz Fellowship Fund holds $820K in total assets with $42K in annual revenue. It awarded 1 grants totaling $40K in 2024.

Where does Jacob W Kratz Fellowship Fund operate?

Jacob W Kratz Fellowship Fund has awarded grants in Pennsylvania.

What size grants does Jacob W Kratz Fellowship Fund award?

In 2024, Jacob W Kratz Fellowship Fund awarded 1 grants totaling $40K — an average of about $40K per grant, based on its IRS Form 990 filings.

How much is Jacob W Kratz Fellowship Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jacob W Kratz Fellowship Fund reported a distributable amount of $47K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.