Mildred G Westfall Trust
Mildred G Westfall Trust is a private foundation, based in Madison, MN. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $131K in total assets. In 2026, it awarded 2 grants totaling $4K. Net investment income was $4K.
Mildred G Westfall Trust at a glance
In short: Mildred G Westfall Trust gave $4K across 2 grants in 2026 (avg $2K), mostly in New York. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $4,400
- +91.3% vs 2025
- Grants made (2026)
- 2
- +0.0% vs 2025
- Average grant
- $2,200
- +91.3% vs 2025
- Median grant
- $2,200
- Total assets
- $131,082
- -0.7% vs 2025
- Primary geography
- New York (50% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated November 2026.
Who Mildred G Westfall Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was University of Dubuque Theological Summar ($2K).
Organizations only. It also paid 1 individual scholarship ($2,200), which are not listed by name.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 2 itemized grants.
Cities
How Mildred G Westfall Trust gives
- Giving held roughly steady from 2023 to 2026 (−2%). Method
- In 2026 it paid out 68% 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 2026, annual grant giving ranged from $2K (2025) to $8K (2020). In 2026 it made 2 grants totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $2,200 |
| University of Dubuque Theological Summar Dubuque, IA | Scholarships | $2,200 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $131,082 | $5,875 | $6,763 | $4,400 | 2 | $5,040 | $4,127 | $7,399 |
| 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 2026 — 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 N A, Trustee on the 2026 filing (compensated).
Officers on the 2026 filing
US Bank N A
Trustee
New on the 2026 filing
1 hr/week
$2K (2026)
Former officers (1)
- Former: US Bank NA (2020–2025) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $2K, to US Bank N a (Trustee).
Frequently asked questions about Mildred G Westfall Trust
How much does Mildred G Westfall Trust give each year?
Mildred G Westfall Trust gave $4K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $2K across 2 grants.
How large is Mildred G Westfall Trust?
Mildred G Westfall Trust reported $131K in total assets on its 2026 IRS Form 990-PF. It paid out $5K 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 2020–2026.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS September 9, 2026)
- 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
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