Ruth T Torbet Charitable Trust

MILWAUKEE, WI EIN: 94-6329071

Ruth T Torbet 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 $260K in total assets. In 2024, it awarded 1 grants totaling $10K. Net investment income was $11K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$260K

-0.2% YoY

Annual Giving

$10K

-50.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$10K

-50.6% YoY

Under IRS private-foundation payout rules, Ruth T Torbet Charitable Trust reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

About Ruth T Torbet Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $63K (100%)

States

California

Cities

Berkeley

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$260,165	$260,672	$249,745
Revenue	$16,661	$36,828	$2,988
Expenses	$17,166	$26,209	$18,149
Qualifying Distributions	$11,148	$20,949	$13,694
Net Investment Income	$11,428	$31,444	$4,150
Distributable Amount	$14,011	$13,095	$14,459

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 Church Divinity Schl of the Pacific ($9,580).

Recipient	Purpose	Amount
CHURCH DIVINITY SCHL OF THE PACIFIC BERKELEY, CA	SCHOLARSHIPS	$9,580

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	$5,680

Frequently Asked Questions

How large is Ruth T Torbet Charitable Trust?

As of 2024, Ruth T Torbet Charitable Trust holds $260K in total assets with $17K in annual revenue. It awarded 1 grants totaling $10K in 2024.

Where does Ruth T Torbet Charitable Trust operate?

Ruth T Torbet Charitable Trust has awarded grants in California.

What size grants does Ruth T Torbet Charitable Trust award?

In 2024, Ruth T Torbet Charitable Trust awarded 1 grants totaling $10K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Ruth T Torbet Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ruth T Torbet Charitable Trust reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ruth T Torbet Charitable Trust's EIN?

Ruth T Torbet Charitable Trust's EIN (Employer Identification Number) is 94-6329071. IRS Form 990 filing data is available on this page for 2020–2024.