Robert H Casey Charitable Trust

MILWAUKEE, WI EIN: 32-6484562

Robert H Casey Charitable Trust is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $531K in total assets. In 2024, it awarded 2 grants totaling $14K. Net investment income was $6K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$531K

-2.0% YoY

Annual Giving

$14K

-54.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$7K

-54.1% YoY

Under IRS private-foundation payout rules, Robert H Casey Charitable Trust reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert H Casey Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $126K (95%)

California $7K (5%)

States

California Illinois

Cities

CarbondaleSan Jose

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$531,368	$542,214	$571,215
Revenue	$20,021	$18,479	$16,931
Expenses	$30,862	$47,480	$15,847
Qualifying Distributions	$17,015	$33,493	$2,410
Net Investment Income	$6,116	$2,852	$8,583
Distributable Amount	$31,618	$27,990	$28,902

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

8 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Humane Society of Southern Illinois ($7,000), Siu Foundation ($7,000).

Recipient	Purpose	Amount
HUMANE SOCIETY OF SOUTHERN ILLINOIS CARBONDALE, IL	GENERAL OPERATING	$7,000
SIU FOUNDATION SAN JOSE, CA	GENERAL OPERATING	$7,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$15,000

Frequently Asked Questions

How large is Robert H Casey Charitable Trust?

As of 2024, Robert H Casey Charitable Trust holds $531K in total assets with $20K in annual revenue. It awarded 2 grants totaling $14K in 2024.

Where does Robert H Casey Charitable Trust operate?

Robert H Casey Charitable Trust has awarded grants in California, Illinois.

What size grants does Robert H Casey Charitable Trust award?

In 2024, Robert H Casey Charitable Trust awarded 2 grants totaling $14K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Robert H Casey Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert H Casey Charitable Trust reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert H Casey Charitable Trust's EIN?

Robert H Casey Charitable Trust's EIN (Employer Identification Number) is 32-6484562. IRS Form 990 filing data is available on this page for 2020–2024.