Michael Carlisle Charitable Trust 2

EAU CLAIRE, WI EIN: 20-6001882

Michael Carlisle Charitable Trust 2 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in EAU CLAIRE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3 in total assets. In 2024, it awarded 3 grants totaling $38K. Net investment income was $9K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3

-100.0% YoY

Annual Giving

$38K

-15.6% YoY

Grant Count

3

+50.0% YoY

Avg Grant Size

$13K

-43.7% YoY

Under IRS private-foundation payout rules, Michael Carlisle Charitable Trust 2 reported a distributable amount of $1K for 2024 — the minimum it must pay out in qualifying distributions.

About Michael Carlisle Charitable Trust 2

Based on IRS filings

Michael Carlisle Charitable Trust 2 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in EAU CLAIRE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3 in total assets. In 2024, it awarded 3 grants totaling $38K. Net investment income was $9K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AltoonaBloomerEau ClaireElevaGreen BayKansas CityMarshfieldMilwaukeeMinneapolisRichmondRochesterRush CitySt PaulStillwaterTopekaWinston SalemWoodbury

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$103K$206K$309K$412K20202021202220232024
Metric202420232022
Total Assets$3$30,019$79,336
Revenue$10,461$9,111$17,297
Expenses$40,475$58,426$132,537
Qualifying Distributions$39,173$57,075$128,050
Net Investment Income$8,582$7,760$15,567
Distributable Amount$1,272$2,857$6,776

Giving Over Time

Total grant dollars and number of grants per year

$0$89K$178K$267K$356K9 grants202016 grants20213 grants20222 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

FELLOWSHIP OF CHRISTIAN …$25KPEACE LUTHERAN CHURCH$10KLIVING HOPE CHRISTIAN CH…$3K

Grant Size Distribution

33 grants across all recorded years

28<$50K4$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Fellowship of Christian Athletes ($25,000), Peace Lutheran Church ($10,000), Living Hope Christian Church ($3,000).

RecipientPurposeAmount
FELLOWSHIP OF CHRISTIAN ATHLETES KANSAS CITY, MOUNRESTRICTED CHARITABLE GRANT$25,000
LIVING HOPE CHRISTIAN CHURCH WOODBURY, MNUNRESTRICTED CHARITABLE GRANT$3,000
PEACE LUTHERAN CHURCH EAU CLAIRE, WIUNRESTRICTED CHARITABLE GRANT$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ROBERT A KERBELLTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Michael Carlisle Charitable Trust 2?

Michael Carlisle Charitable Trust 2 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in EAU CLAIRE, WI. It holds $3 in total assets as of 2024.

How large is Michael Carlisle Charitable Trust 2?

As of 2024, Michael Carlisle Charitable Trust 2 holds $3 in total assets with $10K in annual revenue. It awarded 3 grants totaling $38K in 2024.

Where does Michael Carlisle Charitable Trust 2 operate?

Michael Carlisle Charitable Trust 2 has awarded grants in Kansas, Minnesota, Missouri, North Carolina, Wisconsin.

What size grants does Michael Carlisle Charitable Trust 2 award?

In 2024, Michael Carlisle Charitable Trust 2 awarded 3 grants totaling $38K — an average of about $13K per grant, based on its IRS Form 990 filings.

How much is Michael Carlisle Charitable Trust 2 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Michael Carlisle Charitable Trust 2 reported a distributable amount of $1K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Michael Carlisle Charitable Trust 2's EIN?

Michael Carlisle Charitable Trust 2's EIN (Employer Identification Number) is 20-6001882. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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