Jewel Brooks Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 3 grants totaling $113K. Net investment income was $108K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.0M
-0.5% YoY
Annual Giving
$113K
+10.7% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$38K
-26.2% YoY
Under IRS private-foundation payout rules, Jewel Brooks Charitable Trust reported a distributable amount of $120K for 2025 — the minimum it must pay out in qualifying distributions.
About Jewel Brooks Charitable Trust
Based on IRS filings
Jewel Brooks Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 3 grants totaling $113K. Net investment income was $108K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,969,032 | $1,979,208 | $2,062,449 |
| Revenue | $144,804 | $56,163 | $59,643 |
| Expenses | $154,971 | $141,224 | $160,695 |
| Qualifying Distributions | $118,508 | $107,326 | $129,727 |
| Net Investment Income | $108,317 | $38,470 | $27,318 |
| Distributable Amount | $120,452 | $112,868 | $108,643 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
Grant Size Distribution
9 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Senior Advisory Council of the ($67,721), American Cancer Society Inc ($28,217), Rebuilding Together Rogue Valley ($16,930).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN CANCER SOCIETY INC HAGERSTOWN, MD | GENERAL OPERATING | $28,217 |
| REBUILDING TOGETHER ROGUE VALLEY JACKSONVILLE, OR | GENERAL OPERATING | $16,930 |
| SENIOR ADVISORY COUNCIL OF THE CENTRAL POINT, OR | GENERAL OPERATING | $67,721 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE | 1 | $38,524 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Jewel Brooks Charitable Trust?
Jewel Brooks Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $2.0M in total assets as of 2025.
How large is Jewel Brooks Charitable Trust?
As of 2025, Jewel Brooks Charitable Trust holds $2.0M in total assets with $145K in annual revenue. It awarded 3 grants totaling $113K in 2025.
Where does Jewel Brooks Charitable Trust operate?
Jewel Brooks Charitable Trust has awarded grants in Maryland, Oklahoma, Oregon.
What size grants does Jewel Brooks Charitable Trust award?
In 2025, Jewel Brooks Charitable Trust awarded 3 grants totaling $113K — an average of about $38K per grant, based on its IRS Form 990 filings.
How much is Jewel Brooks Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Jewel Brooks Charitable Trust reported a distributable amount of $120K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jewel Brooks Charitable Trust's EIN?
Jewel Brooks Charitable Trust's EIN (Employer Identification Number) is 32-6543630. IRS Form 990 filing data is available on this page for 2022–2025.
Explore Open Grants
Browse active grant opportunities in Jewel Brooks Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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