Mildred G Westfall Trust
Mildred G Westfall Trust is a private foundation, based in Madison, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $132K in total assets. In 2025, it awarded 2 grants totaling $2K. Net investment income was $3K.
Mildred G Westfall Trust at a glance
In short: Mildred G Westfall Trust gave $2K across 2 grants in 2025 (avg $1K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,300
- -59.6% vs 2024
- Grants made (2025)
- 2
- -33.3% vs 2024
- Average grant
- $1,150
- -39.5% vs 2024
- Median grant
- $1,150
- Total assets
- $131,973
- -3.9% vs 2024
- Primary geography
- New York (50% 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 Mildred G Westfall Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Wartburg College ($1K).
Organizations only. It also paid 1 individual scholarship ($1,150), which are not listed by name.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 12 grants of 12 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Mildred G Westfall Trust gives
- Giving fell 49% from 2022 to 2025. Method
- In 2025 it paid out 66% 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 2020 to 2025, annual grant giving ranged from $2K (2025) to $8K (2020). In 2025 it made 2 grants totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $1,150 |
| Wartburg College Waverly, IA | Scholarship | $1,150 |
Ready to take the next step with Mildred G Westfall 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 | $131,973 | $1,506 | $6,099 | $2,300 | 2 | $4,433 | $2,915 | $6,766 |
| 2024 | $137,391 | $3,828 | $9,470 | $5,700 | 3 | $7,880 | $2,966 | $7,890 |
| 2023 | $140,716 | $2,077 | $8,876 | $4,500 | 2 | $6,533 | $2,284 | $6,350 |
| 2022 | $147,518 | $25,584 | $8,783 | $4,500 | 2 | $6,916 | $23,695 | $7,122 |
| 2021 | $130,755 | $2,610 | $8,775 | $5,250 | 3 | — | $1,037 | $6,079 |
| 2020 | $136,924 | $3,701 | $12,804 | $7,800 | 5 | — | $2,326 | $8,535 |
Under IRS private-foundation payout rules, Mildred G Westfall Trust reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Mildred G Westfall Trust's only listed officer is US Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
US Bank NA
Trustee
On filings since 2020
2 hrs/week
$2K (2020) → $2K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $2K, to US Bank NA (Trustee).
Frequently asked questions about Mildred G Westfall Trust
How much does Mildred G Westfall Trust give each year?
Mildred G Westfall Trust gave $2K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 3 grants.
How large is Mildred G Westfall Trust?
Mildred G Westfall Trust reported $132K in total assets on its 2025 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $7K (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 Mildred G Westfall Trust operate?
Mildred G Westfall Trust has awarded grants in Iowa, Illinois, Missouri, Montana, New York.
What is Mildred G Westfall Trust's EIN?
Mildred G Westfall Trust's EIN (Employer Identification Number) is 42-6321855. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 8, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 2, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 12, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 11, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 9, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS September 10, 2025)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Mildred G Westfall Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Fahrney Education Fdtn Trust
Milwaukee, WI
The Fahrney Education Foundation Trust funds scholarships at educational institutions, with recent grants going to colleges and universities in Iowa. In 2025, grants ranged from $2,500 to $52,500, with a median of $7,500. It accepts scholarship applications by request; applicants submit a form, transcript, and signed personal letter, with an annual February 15 deadline.
Assets
$5.4M
Grants
17
Total Given
$233K
Special Needs Foundation of Des Moines County
Burlington, IA
The foundation funds direct services, scholarships, equipment, recreation, and other support for people with disabilities or chronic health conditions, primarily in Des Moines County, Iowa. In 2025, grants ranged from $1,290 to $13,030, with a median of $2,090. It gives only to preselected charitable organizations and does not accept unsolicited funding requests; its scholarship program has a separate application process.
Assets
$3.8M
Grants
27
Total Given
$81K
Tulsa Community Foundation
Tulsa, OK
Tulsa Community Foundation supports charitable causes through donor-advised grants and selected funds, including scholarships, emergency assistance, disaster relief, arts and humanities, healthcare, and financial literacy, primarily in the Tulsa metro area and eastern Oklahoma, with some giving elsewhere in the United States. Its 2024 median grant was $18,560; selected field-of-interest funds have application cycles, but the profile does not state whether it accepts unsolicited requests generally.
Assets
$1.1B
Grants
1,066
Total Given
$158.6M
Community Fdn of Greater Des Moines F/K/a Greater Des Moines Community Fdn
Des Moines, IA
The Community Foundation of Greater Des Moines supports projects that improve quality of life in Greater Des Moines, including housing and transportation access, health, economic opportunity, inclusive communities, and nonprofit capacity-building. Its 2024 itemized grants had a median of about $12,900, though awards ranged from roughly $5,000 to $7.34 million.
Assets
$918.7M
Grants
1,259
Total Given
$55.7M
Roy J Carver Charitable Trust
Muscatine, IA
The Trust funds 501(c)(3) organizations working in Iowa and parts of Illinois, with interests in education, biomedical and scientific research, scholarships, libraries, and youth programs. Its 2025 grants ranged from $1,000 to $3.45 million, with a median grant of about $121,000. Applicants may submit a letter of inquiry; the Trust may invite a full proposal if there is a clear fit.
Assets
$241.5M
Grants
87
Total Given
$16.5M
Ann Piper Scholarship Trust
Milwaukee, WI
The Ann Piper Scholarship Trust primarily funds scholarships at colleges and universities, with occasional general operating support; its 2025 grants were all to Iowa recipients. Recent awards ranged from $2,000 to $12,500, with a median of $2,000. Its 2024 filing provides application information and says giving is not restricted to preselected organizations.
Assets
$891K
Grants
12
Total Given
$48K
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 Mildred G Westfall 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.
Mildred G Westfall Trust down — hundreds of funders to go?