Mary Ellen Carson 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 $232K in total assets. In 2024, it awarded 6 grants totaling $10K. Net investment income was $4K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$232K
-3.2% YoY
Annual Giving
$10K
-11.7% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$2K
-11.7% YoY
Under IRS private-foundation payout rules, Mary Ellen Carson Trust reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.
About Mary Ellen Carson Trust
Based on IRS filings
Mary Ellen Carson 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 $232K in total assets. In 2024, it awarded 6 grants totaling $10K. Net investment income was $4K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $232,234 | $240,025 | $250,882 |
| Revenue | $7,366 | $5,732 | $34,402 |
| Expenses | $15,157 | $16,584 | $18,367 |
| Qualifying Distributions | $11,589 | $12,851 | $13,755 |
| Net Investment Income | $4,225 | $3,963 | $30,408 |
| Distributable Amount | $11,873 | $11,027 | $11,357 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Friars of the Atonement ($1,615), Fathers of Our Lady of Mercy ($1,615), St Anthony's Guild ($1,615).
| Recipient | Purpose | Amount |
|---|---|---|
| FRIARS OF THE ATONEMENT GARRISON, NY | GENERAL OPERATING | $1,615 |
| FATHERS OF OUR LADY OF MERCY PHILADELPHIA, PA | GENERAL OPERATING | $1,615 |
| ST ANTHONY'S GUILD NEW YORK, NY | GENERAL OPERATING | $1,615 |
| DIVINE WORD MISSIONARIES TECHNY, IL | GENERAL OPERATING | $1,615 |
| SECULAR PRIESTS TRUST FUND SPRINGFIELD, IL | GENERAL OPERATING | $1,615 |
| ROUTT COLLEGE CORP JACKSONVILLE, IL | GENERAL OPERATING | $1,615 |
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 | $3,843 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Mary Ellen Carson Trust?
Mary Ellen Carson Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $232K in total assets as of 2024.
How large is Mary Ellen Carson Trust?
As of 2024, Mary Ellen Carson Trust holds $232K in total assets with $7K in annual revenue. It awarded 6 grants totaling $10K in 2024.
Where does Mary Ellen Carson Trust operate?
Mary Ellen Carson Trust has awarded grants in Illinois, New York, Pennsylvania.
What size grants does Mary Ellen Carson Trust award?
In 2024, Mary Ellen Carson Trust awarded 6 grants totaling $10K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Mary Ellen Carson Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Mary Ellen Carson Trust reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Mary Ellen Carson Trust's EIN?
Mary Ellen Carson Trust's EIN (Employer Identification Number) is 37-6283460. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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