SMC Middle and High School Ed End Tr

Private foundation · Grantmaker Neenah, WI EIN: 39-6700076

SMC Middle and High School Ed End Tr is a private foundation focused on Education, based in Neenah, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $256K in total assets. In 2025, it awarded 1 grant totaling $15K. Net investment income was $23K.

Key facts about SMC Middle and High School Ed End Tr

In short: SMC Middle and High School Ed End Tr gave $15K across 1 grant in 2025 (avg $15K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

EIN
39-6700076
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$15,430
Grants made (2025)
1
Average grant
$15,430
Median grant
$15,430
Total assets
$255,933
Primary geography
Wisconsin (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$256K

+2.0% YoY

Annual Giving

$15K

-1.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$15K

-1.8% YoY

Under IRS private-foundation payout rules, SMC Middle and High School Ed End Tr reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.

How SMC Middle and High School Ed End Tr gives

  • Giving held roughly steady from 2022 to 2025 (+3%). Method
  • In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Neenah

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $15K (2021) to $16K (2023). In 2025 it made 1 grant totaling $15K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

SMC Middle and High School: $15KSMC Middle and High School$15K

The largest 2025 recipient was SMC Middle and High School ($15K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
SMC Middle and High School Neenah, WIProvide Teacher Incentive$15,430

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$255,933$250,849$256,726
Revenue$24,609$12,475$13,540
Expenses$19,542$18,324$19,101
Qualifying Distributions$16,068$18,069$17,992
Net Investment Income$22,632$11,905$11,319
Distributable Amount$16,389$15,042$28,500

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 5, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 1, 2022)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS October 25, 2023)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS October 16, 2024)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS September 26, 2025)
  6. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

SMC Middle and High School Ed End Tr is led by Liesl Britzke, Chairman & Trustee on every filing since 2021; 1 of 5 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Liesl Britzke

    Chairman & Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

  • Legacy Private Trust Company

    Treasurer & Trustee

    New on the 2025 filing

    2 hrs/week

    $3K (2025)

  • Heather Voss

    Vice Chairman & Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

  • Meghan Healy

    Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

  • Michaela Brenn

    Secretary & Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

Former officers (2)
  • Former: Brenton Teeling (2022–2024) — Treasurer & Trustee
  • Former: Laurene Brooks (2021) — Treasurer & Trustee

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

Legacy Private Trust Company — Treasurer & Trustee: $3KLegacy Private Trust…Treasurer & Trustee$3K

The highest reported compensation on the 2025 filing was $3K, to Legacy Private Trust Company (Treasurer & Trustee).

Frequently asked questions about SMC Middle and High School Ed End Tr

How much does SMC Middle and High School Ed End Tr give each year?

SMC Middle and High School Ed End Tr gave $15K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 1 grant.

How large is SMC Middle and High School Ed End Tr?

SMC Middle and High School Ed End Tr reported $256K in total assets on its 2025 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is SMC Middle and High School Ed End Tr?

SMC Middle and High School Ed End Tr is a private foundation focused on Education, based in Neenah, WI. It holds $256K in total assets as of 2025.

Where does SMC Middle and High School Ed End Tr operate?

SMC Middle and High School Ed End Tr has awarded grants in Wisconsin.

What is SMC Middle and High School Ed End Tr's EIN?

SMC Middle and High School Ed End Tr's EIN (Employer Identification Number) is 39-6700076. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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