Jeanne E Kotrba Charitable Trust
Jeanne E Kotrba Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 5 grants totaling $132K. Net investment income was $155K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.6M
+0.6% YoY
Annual Giving
$132K
-3.2% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$26K
-3.2% YoY
Under IRS private-foundation payout rules, Jeanne E Kotrba Charitable Trust reported a distributable amount of $147K for 2024 — the minimum it must pay out in qualifying distributions.
About Jeanne E Kotrba Charitable Trust
Based on IRS filings
Jeanne E Kotrba Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 5 grants totaling $132K. Net investment income was $155K.
Focus Areas
Ready to take the next step with Jeanne E Kotrba Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,631,326 | $2,615,390 | $2,667,620 |
| Revenue | $198,900 | $128,659 | $53,851 |
| Expenses | $182,953 | $180,858 | $204,912 |
| Qualifying Distributions | $137,904 | $140,387 | $161,128 |
| Net Investment Income | $155,329 | $84,621 | $33,915 |
| Distributable Amount | $147,262 | $136,030 | $141,895 |
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
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Sacred Heart Catholic Church ($52,701), Mn State Colleges and Universities ($32,938), Northlands Rescue Mission ($19,763).
| Recipient | Purpose | Amount |
|---|---|---|
| SACRED HEART CATHOLIC CHURCH EAST GRAND FORKS, MN | GENERAL OPERATING | $52,701 |
| MARSHALL COUNTY HISTORICAL SOCIETY WARREN, MN | GENERAL OPERATING | $13,175 |
| MN STATE COLLEGES AND UNIVERSITIES EAST GRAND FORKS, MN | GENERAL OPERATING | $32,938 |
| WARREN-ALVARADO-OSLO SCHOOL WARREN, MN | GENERAL OPERATING | $13,175 |
| NORTHLANDS RESCUE MISSION GRAND FORKS, ND | GENERAL OPERATING | $19,763 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE | 1 | $46,516 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Jeanne E Kotrba Charitable Trust?
Jeanne E Kotrba Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $2.6M in total assets as of 2024.
How large is Jeanne E Kotrba Charitable Trust?
As of 2024, Jeanne E Kotrba Charitable Trust holds $2.6M in total assets with $199K in annual revenue. It awarded 5 grants totaling $132K in 2024.
Where does Jeanne E Kotrba Charitable Trust operate?
Jeanne E Kotrba Charitable Trust has awarded grants in Minnesota, North Dakota.
What size grants does Jeanne E Kotrba Charitable Trust award?
In 2024, Jeanne E Kotrba Charitable Trust awarded 5 grants totaling $132K — an average of about $26K per grant, based on its IRS Form 990 filings.
How much is Jeanne E Kotrba Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jeanne E Kotrba Charitable Trust reported a distributable amount of $147K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jeanne E Kotrba Charitable Trust's EIN?
Jeanne E Kotrba Charitable Trust's EIN (Employer Identification Number) is 90-1437403. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Jeanne E Kotrba Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Community National Foundation Inc
CHANUTE, KS
Assets
$158K
Grants
16
Total Given
$41K
Galvan Family Charitable Foundation
VICTORIA, TX
Assets
$3.9M
Grants
22
Total Given
$375K
The Community Foundation of the Texas
KERRVILLE, TX
Assets
$56.6M
Grants
136
Total Given
$5.5M
Robins Financial Credit Union
WARNER ROBINS, GA
Assets
$4.6B
Grants
35
Total Given
$583K
Kenneth R and Valarie L Dabrowski
NAPLES, FL
Assets
$857K
Grants
7
Total Given
$46K
The Us Charitable Gift Trust
BOSTON, MA
Assets
$2.2B
Grants
6,518
Total Given
$231.4M
South Dakota Community Foundation
PIERRE, SD
Assets
$939.2M
Grants
390
Total Given
$39.7M
Hamilton Family Foundation Inc
MILWAUKEE, WI
Assets
—
Grants
25
Total Given
$184K
Melvin W & Masel Kallenbach Fndn Inc
NEWBURGH, IN
Assets
$292K
Grants
3
Total Given
$50K
Saint Michael Archangel Charities Inc
HOUSTON, TX
Assets
$35.5M
Grants
1
Total Given
$1.3M
Kosciusko County Community
WARSAW, IN
Assets
$103.2M
Grants
112
Total Given
$5.4M
Otto Bremer Trust
ST PAUL, MN
Assets
—
Grants
883
Total Given
$68.5M
More Funders in Wisconsin
Data last updated April 2026. Sourced from IRS Form 990-PF filings.