Ralph a Borgelt Trust

Foundation · Grantmaker MILWAUKEE, WI EIN: 47-6048372

Ralph a Borgelt Trust is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 1 grants totaling $58K. Net investment income was $23K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

-3.6% YoY

Annual Giving

$58K

-12.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$58K

-12.5% YoY

Under IRS private-foundation payout rules, Ralph a Borgelt Trust reported a distributable amount of $63K for 2024 — the minimum it must pay out in qualifying distributions.

About Ralph a Borgelt Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Nebraska $305K (100%)

States

Nebraska

Cities

Lincoln

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,090,568	$1,131,287	$1,175,554
Revenue	$39,984	$43,206	$50,034
Expenses	$80,709	$87,338	$93,034
Qualifying Distributions	$61,513	$69,614	$69,965
Net Investment Income	$23,447	$23,470	$31,755
Distributable Amount	$63,113	$58,221	$61,340

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Second Church of Christ Scientist ($57,967).

Recipient	Purpose	Amount
SECOND CHURCH OF CHRIST SCIENTIST LINCOLN, NE	GENERAL OPERATING	$57,967

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK NA	TRUSTEE	1	$20,460

Frequently Asked Questions

How large is Ralph a Borgelt Trust?

As of 2024, Ralph a Borgelt Trust holds $1.1M in total assets with $40K in annual revenue. It awarded 1 grants totaling $58K in 2024.

Where does Ralph a Borgelt Trust operate?

Ralph a Borgelt Trust has awarded grants in Nebraska.

What size grants does Ralph a Borgelt Trust award?

In 2024, Ralph a Borgelt Trust awarded 1 grants totaling $58K — an average of about $58K per grant, based on its IRS Form 990 filings.

How much is Ralph a Borgelt Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ralph a Borgelt Trust reported a distributable amount of $63K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.