Jeanne E Kotrba Charitable Trust
Jeanne E Kotrba Charitable Trust is a private foundation, based in Eagan, MN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.7M in total assets. In 2025, it awarded 5 grants totaling $141K. Net investment income was $223K.
Jeanne E Kotrba Charitable Trust at a glance
In short: Jeanne E Kotrba Charitable Trust gave $141K across 5 grants in 2025 (avg $28K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $141,111
- +7.1% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $28,222
- +7.1% vs 2024
- Median grant
- $21,167
- Total assets
- $2,706,319
- +2.9% vs 2024
- Primary geography
- Minnesota (85% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Jeanne E Kotrba Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Sacred Heart Catholic Church ($56K). Together the top 5 received $141K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 20 grants of 25 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Jeanne E Kotrba Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−9%). 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 2020 to 2025, annual grant giving ranged from $118K (2020) to $155K (2022). In 2025 it made 5 grants totaling $141K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sacred Heart Catholic Church East Grand Forks, MN | General Operating | $56,444 |
| MN State Colleges and Universities East Grand Forks, MN | General Operating | $35,278 |
| Northlands Rescue Mission Grand Forks, ND | General Operating | $21,167 |
| Marshall County Historical Society Warren, MN | General Operating | $14,111 |
| Warren-Alvarado-Oslo School Warren, MN | General Operating | $14,111 |
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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 | $2,706,319 | $270,567 | $194,709 | $141,111 | 5 | $147,366 | $223,336 | $152,074 |
| 2024 | $2,631,326 | $198,900 | $182,953 | $131,752 | 5 | $137,904 | $155,329 | $147,262 |
| 2023 | $2,615,390 | $128,659 | $180,858 | $136,111 | 5 | $140,387 | $84,621 | $136,030 |
| 2022 | $2,667,620 | $53,851 | $204,912 | $155,342 | 5 | $161,128 | $33,915 | $141,895 |
| 2021 | $2,818,533 | $291,463 | $180,038 | $128,236 | 5 | $136,440 | $250,329 | $163,547 |
| 2020 | $2,717,759 | $166,438 | $159,528 | $117,868 | 5 | — | $120,201 | $139,985 |
Under IRS private-foundation payout rules, Jeanne E Kotrba Charitable Trust reported a distributable amount of $152K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jeanne E Kotrba Charitable Trust's only listed officer is US Bank N A, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2020
1 hr/week
$31K (2020) → $48K (2025)
Former officers (1)
- Former: US Bank NA (2024) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $48K, to US Bank N a (Trustee).
Frequently asked questions about Jeanne E Kotrba Charitable Trust
How much does Jeanne E Kotrba Charitable Trust give each year?
Jeanne E Kotrba Charitable Trust gave $141K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $132K across 5 grants.
What is Jeanne E Kotrba Charitable Trust's typical grant size?
Jeanne E Kotrba Charitable Trust's median grant in 2025 was $21,167, and its average grant was $28,222, across 5 grants on its 2025 IRS Form 990-PF.
Where does Jeanne E Kotrba Charitable Trust give grants?
Jeanne E Kotrba Charitable Trust gives mostly in Minnesota: 85% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was North Dakota (15%). The most frequent recipient cities were East Grand Forks, MN (2 grants) and Warren, MN (2 grants).
Does Jeanne E Kotrba Charitable Trust give general operating support?
Yes: 100% of Jeanne E Kotrba Charitable Trust'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 Jeanne E Kotrba Charitable Trust's largest grantees?
Jeanne E Kotrba Charitable Trust's largest 2025 grantees include Sacred Heart Catholic Church ($56,444), MN State Colleges and Universities ($35,278) and Northlands Rescue Mission ($21,167), according to its 2025 IRS Form 990-PF. Together they received 80% of its itemized 2025 grant dollars.
How large is Jeanne E Kotrba Charitable Trust?
Jeanne E Kotrba Charitable Trust reported $2.7M in total assets on its 2025 IRS Form 990-PF. It paid out $147K in qualifying distributions that year, against a required minimum of $152K (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 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 2020–2025.
Data last updated September 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 2020 (received by the IRS October 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
Live grants for the work Jeanne E Kotrba Charitable Trust funds
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