Jerry L Andrew Article III Trust FBO MCCF an
Jerry L Andrew Article III Trust FBO MCCF an is a private foundation, based in Appleton, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 2 grants totaling $30K. Net investment income was $26K.
Jerry L Andrew Article III Trust FBO MCCF an at a glance
In short: Jerry L Andrew Article III Trust FBO MCCF an gave $30K across 2 grants in 2025 (avg $15K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $30,234
- -70.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $15,117
- -70.0% vs 2024
- Median grant
- $15,117
- Total assets
- $1,041,142
- -1.1% vs 2024
- Primary geography
- Ohio (100% 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 Jerry L Andrew Article III Trust FBO MCCF an funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Celina Schools ($15K). Together the top 2 received $30K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 8 grants of 10 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Jerry L Andrew Article III Trust FBO MCCF an gives
- Giving grew 26% from 2022 to 2025. Method
- In 2025 it paid out 62% 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 $22K (2021) to $101K (2024). In 2025 it made 2 grants totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Celina Schools Celina, OH | Program Support | $15,117 |
| Mercer County Civic Foundation Celina, OH | Program Support | $15,117 |
Ready to take the next step with Jerry L Andrew Article III Trust FBO MCCF an?
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 | $1,041,142 | $38,581 | $49,517 | $30,234 | 2 | $36,059 | $26,010 | $57,839 |
| 2024 | $1,052,349 | $28,493 | $123,504 | $100,800 | 2 | $102,906 | $23,638 | $56,469 |
| 2023 | $1,148,035 | $32,225 | $45,869 | $27,292 | 2 | $36,869 | $27,530 | $53,872 |
| 2022 | $1,162,267 | $-37,788 | $41,309 | $24,000 | 2 | $32,500 | $20,984 | $56,041 |
| 2021 | $1,240,967 | $1,277,646 | $75,260 | $22,290 | 2 | $31,216 | $4,993 | $61,659 |
Under IRS private-foundation payout rules, Jerry L Andrew Article III Trust FBO MCCF an reported a distributable amount of $58K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jerry L Andrew Article III Trust FBO MCCF an's only listed officer is Thrivent Trust Company, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Thrivent Trust Company
Trustee
On filings since 2021
1 hr/week
$9K (2021) → $17K (2025)
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 $17K, to Thrivent Trust Company (Trustee).
Frequently asked questions about Jerry L Andrew Article III Trust FBO MCCF an
How much does Jerry L Andrew Article III Trust FBO MCCF an give each year?
Jerry L Andrew Article III Trust FBO MCCF an gave $30K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $101K across 2 grants.
How large is Jerry L Andrew Article III Trust FBO MCCF an?
Jerry L Andrew Article III Trust FBO MCCF an reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $36K in qualifying distributions that year, against a required minimum of $58K (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.
Where does Jerry L Andrew Article III Trust FBO MCCF an operate?
Jerry L Andrew Article III Trust FBO MCCF an has awarded grants in Ohio.
What is Jerry L Andrew Article III Trust FBO MCCF an's EIN?
Jerry L Andrew Article III Trust FBO MCCF an's EIN (Employer Identification Number) is 86-6362201. IRS Form 990 filing data is available on this page for 2021–2025.
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 2021 (received by the IRS May 12, 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 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2021–2024
Explore Open Grants
Browse active grant opportunities in Jerry L Andrew Article III Trust FBO MCCF an's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Wisconsin
Lamb Weston Charitable Foundation
Eagle, ID
The foundation funds 501(c)(3) community programs, employee matching gifts, and scholarships for employees’ children, with recent grants supporting food banks and hunger relief. In 2024, grants ranged from $5,000 to $795,172, with a median of $40,565, and supported communities where Lamb Weston operates and employees live and work, including Idaho, Minnesota, Washington, and Oregon. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$12.9M
Grants
11
Total Given
$1.3M
Osgood Foundation
Osgood, OH
The Osgood Foundation supports economic development, social services, and schools and youth programs, including scholarships and school activities, in Darke, Shelby, Auglaize, Mercer, and Logan counties in Ohio. Its 2024 grants ranged from $500 to $10,000, with a median of $2,075. Although its website lists eligibility criteria and an application, its filing says it funds only preselected organizations and does not accept unsolicited requests.
Assets
$4K
Grants
16
Total Given
$60K
First Financial Foundation
Cincinnati, OH
First Financial Foundation supports neighborhood development, workforce development and education, and culture and the arts, with particular attention to low-income communities where First Financial does business. In 2024, grants ranged from $5,000 to $391,368, with a median of $10,000. It directs applicants to its website for application materials; its 2026 campaign is closed, with the next open-funding period anticipated in Q2 2027.
Assets
$1.9M
Grants
92
Total Given
$2.7M
Dayton Foundation Depository
Dayton, OH
The Dayton Foundation Depository funds charitable, educational, civic, religious, and community activities, including arts and culture, health, education, and human services, primarily in the Greater Dayton region. Its 2025 itemized grants had a median of $12,000; the Foundation’s discretionary program accepts requests of more than $7,500 and up to $75,000, and Greenlight Grants offer $500 to $7,500.
Assets
$42.3M
Grants
677
Total Given
$22.7M
Thrivent Charitable Impact & Investing
Appleton, WI
Thrivent Charitable Impact & Investing distributes donor-directed and program donations to a broad range of causes and organizations in local, national, and global communities. Its 2024 grants had a median of $11,520 and ranged from $5,006 to $5 million. The profile does not state whether it accepts unsolicited requests.
Assets
$939.7M
Grants
2,565
Total Given
$84.6M
Dane Buy Local Foundation Inc
Madison, WI
Dane Buy Local Foundation supports buy-local education, collaboration, and programs that strengthen locally owned businesses and communities in Dane County and South Central Wisconsin; it also offers scholarships to area high school seniors pursuing post-secondary business or entrepreneurship studies. No typical award amount is stated, and the information does not say whether the Foundation accepts unsolicited funding requests.
Assets
$16K
Grants
1
Total Given
$136K
More similar funders
More Funders in Wisconsin
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Jerry L Andrew Article III Trust FBO MCCF an's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Jerry L Andrew Article III Trust FBO MCCF an down — hundreds of funders to go?