Shirley Butzin Charitable Fund
Shirley Butzin Charitable Fund is a private foundation, based in Appleton, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 9 grants totaling $66K. Net investment income was $104K.
Shirley Butzin Charitable Fund at a glance
In short: Shirley Butzin Charitable Fund gave $66K across 9 grants in 2025 (avg $7K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $66,228
- -1.7% vs 2024
- Grants made (2025)
- 9
- +0.0% vs 2024
- Average grant
- $7,359
- -1.7% vs 2024
- Median grant
- $6,623
- Total assets
- $1,476,770
- +3.8% vs 2024
- Primary geography
- Illinois (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Shirley Butzin Charitable Fund funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Saint Germain Foundation ($26K). Together the top 9 received $66K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 47 grants of 47 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Shirley Butzin Charitable Fund gives
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). 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 2025, annual grant giving ranged from $20K (2021) to $75K (2022). In 2025 it made 9 grants totaling $66K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Saint Germain Foundation Schaumburg, IL | General Support | $26,492 |
| Florentine Opera Company Milwaukee, WI | General Support | $6,623 |
| I Am Temple of Chicago Chicago, IL | General Support | $6,623 |
| Metropolitan Opera Association New York, NY | General Support | $6,623 |
| Milwaukee Symphony Orchestra Milwaukee, WI | General Support | $6,623 |
| Captain Frederick Pabst Mansion Inc Milwaukee, WI | General Support | $3,311 |
| Milwaukee Ballet Company Milwaukee, WI | General Support | $3,311 |
| Skylight Music Theatre Milwaukee, WI | General Support | $3,311 |
| United Federation of Doll Clubs Inc Kansas City, MO | General Support | $3,311 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,476,770 | $146,596 | $92,081 | $66,228 | 9 | $71,326 | $104,333 | $70,839 |
| 2024 | $1,422,099 | $78,567 | $93,290 | $67,354 | 9 | $72,417 | $57,480 | $68,561 |
| 2023 | $1,436,717 | $48,829 | $89,497 | $67,621 | 9 | $75,278 | $34,610 | $61,880 |
| 2022 | $1,464,274 | $128,151 | $116,730 | $74,800 | 9 | $88,306 | $2,583 | $65,568 |
| 2021 | $1,466,481 | $1,491,140 | $24,659 | $19,547 | 11 | $21,984 | $396,520 | $15,105 |
Under IRS private-foundation payout rules, Shirley Butzin Charitable Fund reported a distributable amount of $71K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Shirley Butzin Charitable Fund's only listed officer is Fiduciary Partners Trust Company, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Fiduciary Partners Trust Company
Trustee
On filings since 2021
0.2 hrs/week
$1K (2021) → $8K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $8K, to Fiduciary Partners Trust Company (Trustee).
Frequently asked questions about Shirley Butzin Charitable Fund
How much does Shirley Butzin Charitable Fund give each year?
Shirley Butzin Charitable Fund gave $66K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $67K across 9 grants.
What is Shirley Butzin Charitable Fund's typical grant size?
Shirley Butzin Charitable Fund's median grant in 2025 was $6,623, and its average grant was $7,359, across 9 grants on its 2025 IRS Form 990-PF.
Where does Shirley Butzin Charitable Fund give grants?
Shirley Butzin Charitable Fund gives mostly in Illinois: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Wisconsin (35%) and New York (10%). The most frequent recipient cities were Milwaukee, WI (5 grants).
Does Shirley Butzin Charitable Fund give general operating support?
Yes: 100% of Shirley Butzin Charitable Fund's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Shirley Butzin Charitable Fund's largest grantees?
Shirley Butzin Charitable Fund's largest 2025 grantees include Saint Germain Foundation ($26,492), Florentine Opera Company ($6,623) and I Am Temple of Chicago ($6,623), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Shirley Butzin Charitable Fund?
Shirley Butzin Charitable Fund reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $71K in qualifying distributions that year, against a required minimum of $71K (roughly 5% of its investment assets).
What is Shirley Butzin Charitable Fund's EIN?
Shirley Butzin Charitable Fund's EIN (Employer Identification Number) is 36-4994059. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 23, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2021–2024
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