R B & Pearl P Richardson Trust

Foundation · Grantmaker MILWAUKEE, WI EIN: 81-6010500

R B & Pearl P Richardson Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 10 grants totaling $272K. Net investment income was $180K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.4M

-2.2% YoY

Annual Giving

$272K

+0.2% YoY

Grant Count

10

+0.0% YoY

Avg Grant Size

$27K

+0.2% YoY

Under IRS private-foundation payout rules, R B & Pearl P Richardson Trust reported a distributable amount of $266K for 2024 — the minimum it must pay out in qualifying distributions.

About R B & Pearl P Richardson Trust

Based on IRS filings

R B & Pearl P Richardson Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 10 grants totaling $272K. Net investment income was $180K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

Ann ArborBillingsDes MoinesHelenaRedwood CityRivertonSpokaneStanfordTampaWilliamsville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$110K$221K$331K$441K20202021202220232024
Metric202420232022
Total Assets$4,419,658$4,520,517$4,590,595
Revenue$236,857$264,678$351,169
Expenses$337,481$336,072$295,313
Qualifying Distributions$279,498$278,608$236,781
Net Investment Income$180,304$209,327$297,305
Distributable Amount$265,532$242,576$250,864

Giving Over Time

Total grant dollars and number of grants per year

$0$73K$146K$219K$292K10 grants202010 grants20219 grants202210 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

FIRST PRESBYTERIAN CHURC…$54KSHRINERS HOSPITALS FOR C…$27KBUFFALO HART PRESBYTERIA…$27KREGENTS OF UNIVERSITY OF…$27KSHODAIR CHILDREN'S HOSPI…$27KST PETER'S COMMUNITY HOS…$27KTHE BOARD OF TRUSTEES OF…$27KPEO FOUNDATION$18KROCKY MOUNTAIN COLLEGE$18KWHITWORTH UNIVERSITY$18K

Grant Size Distribution

49 grants across all recorded years

43<$50K6$50–100K$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 First Presbyterian Church Helena ($54,400), Shriners Hospitals for Children ($27,200), Buffalo Hart Presbyterian Church ($27,200).

RecipientPurposeAmount
SHRINERS HOSPITALS FOR CHILDREN TAMPA, FLGENERAL OPERATING$27,200
BUFFALO HART PRESBYTERIAN CHURCH WILLIAMSVILLE, ILGENERAL OPERATING$27,200
REGENTS OF UNIVERSITY OF MICHIGAN ANN ARBOR, MIGENERAL OPERATING$27,200
PEO FOUNDATION DES MOINES, IAGENERAL OPERATING$18,133
SHODAIR CHILDREN'S HOSPITAL HELENA, MTGENERAL OPERATING$27,200
ROCKY MOUNTAIN COLLEGE BILLINGS, MTGENERAL OPERATING$18,133
FIRST PRESBYTERIAN CHURCH HELENA HELENA, MTGENERAL OPERATING$54,400
ST PETER'S COMMUNITY HOSPITAL FDN HELENA, MTGENERAL OPERATING$27,200
WHITWORTH UNIVERSITY SPOKANE, WAGENERAL OPERATING$18,133
THE BOARD OF TRUSTEES OF THE LELAND STAN STANFORD, CAGENERAL OPERATING$27,200

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

US BANK N ATRUSTEE$60K

From 2024 filing

NameTitleHoursCompensation
US BANK N ATRUSTEE1$59,993

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is R B & Pearl P Richardson Trust?

R B & Pearl P Richardson Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $4.4M in total assets as of 2024.

How large is R B & Pearl P Richardson Trust?

As of 2024, R B & Pearl P Richardson Trust holds $4.4M in total assets with $237K in annual revenue. It awarded 10 grants totaling $272K in 2024.

Where does R B & Pearl P Richardson Trust operate?

R B & Pearl P Richardson Trust has awarded grants in California, Florida, Iowa, Illinois, Michigan, Montana, Washington.

What size grants does R B & Pearl P Richardson Trust award?

In 2024, R B & Pearl P Richardson Trust awarded 10 grants totaling $272K — an average of about $27K per grant, based on its IRS Form 990 filings.

How much is R B & Pearl P Richardson Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, R B & Pearl P Richardson Trust reported a distributable amount of $266K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is R B & Pearl P Richardson Trust's EIN?

R B & Pearl P Richardson Trust's EIN (Employer Identification Number) is 81-6010500. 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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