Loftus Alfred J Charitable Trust
Loftus Alfred J Charitable Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.4M in total assets. In 2025, it awarded 3 grants totaling $133K. Net investment income was $241K.
Loftus Alfred J Charitable Trust at a glance
In short: Loftus Alfred J Charitable Trust gave $133K across 3 grants in 2025 (avg $44K), mostly in Missouri. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $132,512
- -33.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $44,171
- -33.0% vs 2024
- Median grant
- $33,128
- Total assets
- $2,350,523
- +4.5% vs 2024
- Primary geography
- Missouri (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 Loftus Alfred J Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was LCMS Foundation ($66K). Together the top 3 received $133K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 9 grants of 15 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Loftus Alfred J Charitable Trust gives
- Giving grew 295% from 2022 to 2025. Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). 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 $34K (2022) to $205K (2021). In 2025 it made 3 grants totaling $133K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| LCMS Foundation Saint Louis, MO | General Operating | $66,256 |
| Evertrue St. Louis, MO | General Operating | $33,128 |
| Humanitri St. Louis, MO | General Operating | $33,128 |
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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 | $2,350,523 | $282,580 | $182,351 | $132,512 | 3 | $138,387 | $241,266 | $135,976 |
| 2024 | $2,250,310 | $184,974 | $243,772 | $197,745 | 3 | $203,411 | $145,013 | $130,723 |
| 2023 | $2,309,111 | $102,433 | $180,549 | $140,695 | 3 | $145,887 | $66,742 | $123,192 |
| 2022 | $2,387,233 | $121,765 | $80,498 | $33,508 | 3 | $38,823 | $86,556 | $144,454 |
| 2021 | $2,345,977 | $280,920 | $243,647 | $205,091 | 3 | — | $247,001 | $134,108 |
Under IRS private-foundation payout rules, Loftus Alfred J Charitable Trust reported a distributable amount of $136K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Loftus Alfred J Charitable 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
$42K (2024) → $44K (2025)
Former officers (1)
- Former: US Bank NA (2021–2023) — Corp 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 $44K, to US Bank N a (Trustee).
Frequently asked questions about Loftus Alfred J Charitable Trust
How much does Loftus Alfred J Charitable Trust give each year?
Loftus Alfred J Charitable Trust gave $133K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $198K across 3 grants.
What is Loftus Alfred J Charitable Trust's typical grant size?
Loftus Alfred J Charitable Trust's median grant in 2025 was $33,128, and its average grant was $44,171, across 3 grants on its 2025 IRS Form 990-PF.
Where does Loftus Alfred J Charitable Trust give grants?
Loftus Alfred J Charitable Trust gives mostly in Missouri: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were St. Louis, MO (3 grants).
Does Loftus Alfred J Charitable Trust give general operating support?
Yes: 100% of Loftus Alfred J Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Loftus Alfred J Charitable Trust?
Loftus Alfred J Charitable Trust reported $2.4M in total assets on its 2025 IRS Form 990-PF. It paid out $138K in qualifying distributions that year, against a required minimum of $136K (roughly 5% of its investment assets).
What is Loftus Alfred J Charitable Trust's EIN?
Loftus Alfred J Charitable Trust's EIN (Employer Identification Number) is 43-6700480. 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
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