Jeanne E Kotrba Charitable Trust

MILWAUKEE, WI EIN: 90-1437403

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

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Minnesota $569K (85%)

North Dakota $100K (15%)

States

Minnesota North Dakota

Cities

East Grand ForksGrand ForksWarren

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Philanthropy, Voluntarism & Grantmaking

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.