Louie & Anna Mae Wohletz Fdn Trust

MILWAUKEE, WI EIN: 71-0906018

Louie & Anna Mae Wohletz Fdn 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 $1.2M in total assets. In 2024, it awarded 5 grants totaling $59K. Net investment income was $61K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

-0.2% YoY

Annual Giving

$59K

-6.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$12K

-6.4% YoY

Under IRS private-foundation payout rules, Louie & Anna Mae Wohletz Fdn Trust reported a distributable amount of $67K for 2024 — the minimum it must pay out in qualifying distributions.

About Louie & Anna Mae Wohletz Fdn 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

North Dakota $325K (100%)

States

North Dakota

Cities

LangdonMinotMunich

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,224,802	$1,226,782	$1,249,186
Revenue	$82,261	$63,802	$50,814
Expenses	$84,234	$86,171	$98,335
Qualifying Distributions	$63,049	$66,935	$76,338
Net Investment Income	$61,493	$44,234	$31,377
Distributable Amount	$67,153	$62,851	$67,008

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 Dakota Boys & Girls Ranch Foundation ($11,867), St Alphonsus Catholic School ($11,867), Langdon Daycare Center ($11,867).

Recipient	Purpose	Amount
DAKOTA BOYS & GIRLS RANCH FOUNDATION MINOT, ND	GENERAL OPERATING	$11,867
ST ALPHONSUS CATHOLIC SCHOOL LANGDON, ND	GENERAL OPERATING	$11,867
LANGDON DAYCARE CENTER LANGDON, ND	GENERAL OPERATING	$11,867
LANGDON AREA SCHOOL LANGDON, ND	GENERAL OPERATING	$11,867
MUNICH PUBLIC SCHOOL DISTRICT MUNICH, ND	GENERAL OPERATING	$11,867

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	$22,144

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Louie & Anna Mae Wohletz Fdn Trust?

Louie & Anna Mae Wohletz Fdn Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $1.2M in total assets as of 2024.

How large is Louie & Anna Mae Wohletz Fdn Trust?

As of 2024, Louie & Anna Mae Wohletz Fdn Trust holds $1.2M in total assets with $82K in annual revenue. It awarded 5 grants totaling $59K in 2024.

Where does Louie & Anna Mae Wohletz Fdn Trust operate?

Louie & Anna Mae Wohletz Fdn Trust has awarded grants in North Dakota.

What size grants does Louie & Anna Mae Wohletz Fdn Trust award?

In 2024, Louie & Anna Mae Wohletz Fdn Trust awarded 5 grants totaling $59K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Louie & Anna Mae Wohletz Fdn Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Louie & Anna Mae Wohletz Fdn Trust reported a distributable amount of $67K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Louie & Anna Mae Wohletz Fdn Trust's EIN?

Louie & Anna Mae Wohletz Fdn Trust's EIN (Employer Identification Number) is 71-0906018. IRS Form 990 filing data is available on this page for 2020–2024.