Pung Fanny Charitable Tr 51399
Pung Fanny Charitable Tr 51399 is a private foundation, based in Chicago, IL. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $1.9M in total assets. In 2026, it awarded 5 grants totaling $90K. Net investment income was $202K.
Pung Fanny Charitable Tr 51399 at a glance
In short: Pung Fanny Charitable Tr 51399 gave $90K across 5 grants in 2026 (avg $18K), mostly in Wisconsin. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $90,370
- +7.0% vs 2025
- Grants made (2026)
- 5
- +0.0% vs 2025
- Average grant
- $18,074
- +7.0% vs 2025
- Median grant
- $18,074
- Total assets
- $1,876,209
- +5.3% vs 2025
- Primary geography
- Wisconsin (60% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Pung Fanny Charitable Tr 51399 funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2026
The largest 2026 recipient was Cause of Bishop Baraga ($18K). Together the top 5 received $90K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 5 itemized grants.
Cities
How Pung Fanny Charitable Tr 51399 gives
- Giving held roughly steady from 2023 to 2026 (−5%). Method
- In 2026 it paid out 93% 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 2021 to 2026, annual grant giving ranged from $82K (2024) to $96K (2023). In 2026 it made 5 grants totaling $90K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cause of Bishop Baraga Marquette, MI | Program Support | $18,074 |
| St Vincent De Paul Society of MKE Milwaukee, WI | Program Support | $18,074 |
| Salvation Army Wauwatosa, WI | Program Support | $18,074 |
| American Red Cross Washington, DC | Program Support | $18,074 |
| Milwaukee Rescue Mission Milwaukee, WI | Program Support | $18,074 |
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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 | $1,876,209 | $215,646 | $119,543 | $90,370 | 5 | $103,161 | $202,255 | $110,697 |
| 2025 | $1,781,728 | $167,137 | $110,866 | $84,490 | 5 | $96,362 | $154,770 | $102,245 |
| 2024 | $1,725,578 | $108,145 | $106,190 | $82,270 | 5 | $93,690 | $94,373 | $95,909 |
| 2023 | $1,724,255 | $16,806 | $119,107 | $95,610 | 5 | $106,196 | $34,882 | $92,853 |
| 2022 | $1,827,856 | $158,017 | $125,750 | $93,235 | 5 | $105,731 | $143,600 | $108,106 |
| 2021 | $1,796,015 | $275,035 | $107,440 | $84,520 | 5 | — | $260,367 | $104,299 |
Under IRS private-foundation payout rules, Pung Fanny Charitable Tr 51399 reported a distributable amount of $111K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Pung Fanny Charitable Tr 51399's only listed officer is BMO Bank N A, Trustee on every filing since 2024 (compensated).
Officers on the 2026 filing
BMO Bank N A
Trustee
On filings since 2024
2 hrs/week
$23K (2024) → $26K (2026)
Former officers (1)
- Former: BMO Harris Bank N A (2021–2023) — Trustee
Data from IRS Form 990 filings, 2021–2026. "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 $26K, to BMO Bank N a (Trustee).
Frequently asked questions about Pung Fanny Charitable Tr 51399
How much does Pung Fanny Charitable Tr 51399 give each year?
Pung Fanny Charitable Tr 51399 gave $90K across 5 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $84K across 5 grants.
What is Pung Fanny Charitable Tr 51399's typical grant size?
Pung Fanny Charitable Tr 51399's median grant in 2026 was $18,074, and its average grant was $18,074, across 5 grants on its 2026 IRS Form 990-PF.
Where does Pung Fanny Charitable Tr 51399 give grants?
Pung Fanny Charitable Tr 51399 gives mostly in Wisconsin: 60% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest states were Michigan (20%) and District of Columbia (20%). The most frequent recipient cities were Milwaukee, WI (2 grants).
Does Pung Fanny Charitable Tr 51399 give general operating support?
Not in 2026: none of the 5 grants with a stated purpose on Pung Fanny Charitable Tr 51399's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (5 grants).
Who are Pung Fanny Charitable Tr 51399's largest grantees?
Pung Fanny Charitable Tr 51399's largest 2026 grantees include Cause of Bishop Baraga ($18,074), St Vincent De Paul Society of MKE ($18,074) and Salvation Army ($18,074), according to its 2026 IRS Form 990-PF. Together they received 60% of its itemized 2026 grant dollars.
How large is Pung Fanny Charitable Tr 51399?
Pung Fanny Charitable Tr 51399 reported $1.9M in total assets on its 2026 IRS Form 990-PF. It paid out $103K in qualifying distributions that year, against a required minimum of $111K (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.
What is Pung Fanny Charitable Tr 51399's EIN?
Pung Fanny Charitable Tr 51399's EIN (Employer Identification Number) is 20-7158943. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 13, 2026)
- IRS filings on file for fiscal years 2021–2025
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