Leonard James Library Trust
Leonard James Library Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 2 grants totaling $71K. Net investment income was $130K.
Leonard James Library Trust at a glance
In short: Leonard James Library Trust gave $71K across 2 grants in 2025 (avg $36K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $71,066
- -1.9% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $35,533
- -1.9% vs 2024
- Median grant
- $35,533
- Total assets
- $1,318,606
- +4.4% vs 2024
- Primary geography
- Iowa (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Leonard James Library Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Ottumwa Public Library ($47K). Together the top 2 received $71K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 7 grants of 10 (70%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Leonard James Library Trust gives
- Giving fell 21% from 2022 to 2025. 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 2021 to 2025, annual grant giving ranged from $71K (2025) to $90K (2022). In 2025 it made 2 grants totaling $71K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ottumwa Public Library Ottumwa, IA | General Operating | $47,377 |
| Oskaloosa Public Library Oskaloosa, IA | General Operating | $23,689 |
Ready to take the next step with Leonard James Library Trust?
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 | $1,318,606 | $148,035 | $92,125 | $71,066 | 2 | $74,452 | $129,866 | $76,847 |
| 2024 | $1,262,699 | $48,753 | $95,040 | $72,439 | 2 | $75,713 | $31,432 | $73,397 |
| 2023 | $1,308,987 | $109,998 | $97,423 | $78,684 | 2 | $81,861 | $94,371 | $69,076 |
| 2022 | $1,296,412 | $40,348 | $111,585 | $89,892 | 2 | $93,303 | $22,637 | $83,642 |
| 2021 | $1,367,706 | $67,034 | $99,638 | $78,797 | 2 | — | $50,055 | $81,387 |
Under IRS private-foundation payout rules, Leonard James Library Trust reported a distributable amount of $77K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Leonard James Library Trust's only listed officer is US Bank N A, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2024
1 hr/week
$18K (2024) → $19K (2025)
Former officers (1)
- Former: US Bank NA (2021–2023) — Trustee
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 $19K, to US Bank N a (Trustee).
Frequently asked questions about Leonard James Library Trust
How much does Leonard James Library Trust give each year?
Leonard James Library Trust gave $71K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $72K across 2 grants.
How large is Leonard James Library Trust?
Leonard James Library Trust reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $74K in qualifying distributions that year, against a required minimum of $77K (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 Leonard James Library Trust operate?
Leonard James Library Trust has awarded grants in Iowa.
What is Leonard James Library Trust's EIN?
Leonard James Library Trust's EIN (Employer Identification Number) is 39-6776627. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 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 October 7, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 13, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 11, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 10, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS October 9, 2025)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Leonard James Library Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Leonard James Library Trust's focus areas in our free grants database
Similar Funders
Similar funders in Wisconsin
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
Alliant Energy Foundation Inc
Madison, WI
Assets
$28.5M
Grants
929
Total Given
$2.4M
Greater Milwaukee Foundation Inc
Milwaukee, WI
The Greater Milwaukee Foundation funds nonprofit programs, projects, general operations and capital needs, with priorities including early childhood education, housing, basic needs, health, arts and culture, and scientific research. Its competitive grants primarily serve Milwaukee, Ozaukee, Washington and Waukesha counties; in 2024, the median grant was about $27,800, though awards varied widely. It runs competitive grant cycles, but whether it accepts unsolicited requests is not stated.
Assets
$1.1B
Grants
838
Total Given
$66.8M
Herb Kohl Educational Foundation Inc
Milwaukee, WI
The foundation funds educational excellence in Wisconsin, including student scholarships and awards for teachers, principals, schools, and classrooms; its 2025 grants ranged from $290 to $15,000, with a median of $6,000. It directs applicants to its program applications for application details; whether it accepts unsolicited requests is not stated.
Assets
$14K
Grants
425
Total Given
$2.1M
Green Bay Packers Foundation
Green Bay, WI
The Green Bay Packers Foundation funds Wisconsin charities working in areas such as families, athletics, children’s safety and education, animal welfare, and other focus areas that vary by year. Its 2026 announcement describes typical awards of $3,000–$8,000, though some grants are larger; it accepts online applications during its stated cycle, February 2–April 1, 2026.
Assets
$57.2M
Grants
530
Total Given
$3.6M
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 Leonard James Library Trust'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.
Leonard James Library Trust down — hundreds of funders to go?