Philetus Ortlieb Trust FBO Chilton High School
Philetus Ortlieb Trust FBO Chilton High School is a private foundation focused on Education, based in Chilton, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $134K in total assets. In 2025, it awarded 2 grants totaling $4K. Net investment income was $1K.
Key facts about Philetus Ortlieb Trust FBO Chilton High School
In short: Philetus Ortlieb Trust FBO Chilton High School gave $4K across 2 grants in 2025 (avg $2K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- EIN
- 39-6546385
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $4,158
- Grants made (2025)
- 2
- Average grant
- $2,079
- Median grant
- $2,079
- Total assets
- $133,887
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$134K
-1.4% YoY
Annual Giving
$4K
+19.5% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$2K
+19.5% YoY
Under IRS private-foundation payout rules, Philetus Ortlieb Trust FBO Chilton High School reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
How Philetus Ortlieb Trust FBO Chilton High School gives
- Giving grew 91% from 2022 to 2025. Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $2K (2022) to $8K (2021). In 2025 it made 2 grants totaling $4K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 2 individual scholarships Recipients not named | — | $4,158 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $133,887 | $135,775 | $139,867 |
| Revenue | $4,065 | $949 | $4,055 |
| Expenses | $6,776 | $6,270 | $6,620 |
| Qualifying Distributions | $6,776 | $6,270 | $6,620 |
| Net Investment Income | $1,447 | — | $2,577 |
| Distributable Amount | $6,671 | $6,795 | $6,286 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 14, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Philetus Ortlieb Trust FBO Chilton High School's only listed officer is State Bank Of Chilton, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
State Bank Of Chilton
Trustee
On filings since 2020
0.3 hrs/week
$564 (2020) → $898 (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 $898, to State Bank of Chilton (Trustee).
Frequently asked questions about Philetus Ortlieb Trust FBO Chilton High School
How much does Philetus Ortlieb Trust FBO Chilton High School give each year?
Philetus Ortlieb Trust FBO Chilton High School gave $4K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 2 grants.
How large is Philetus Ortlieb Trust FBO Chilton High School?
Philetus Ortlieb Trust FBO Chilton High School reported $134K in total assets on its 2025 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).
What is Philetus Ortlieb Trust FBO Chilton High School?
Philetus Ortlieb Trust FBO Chilton High School is a private foundation focused on Education, based in Chilton, WI. It holds $134K in total assets as of 2025.
Where does Philetus Ortlieb Trust FBO Chilton High School operate?
Philetus Ortlieb Trust FBO Chilton High School has awarded grants in Wisconsin.
What is Philetus Ortlieb Trust FBO Chilton High School's EIN?
Philetus Ortlieb Trust FBO Chilton High School's EIN (Employer Identification Number) is 39-6546385. 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.
Here's the math on researching Philetus Ortlieb Trust FBO Chilton High School by hand.
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