Woltcheck Charitable Trust Tai
Woltcheck Charitable Trust Tai is a private foundation, based in Eagan, MN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 4 grants totaling $271K. Net investment income was $555K.
Key facts about Woltcheck Charitable Trust Tai
In short: Woltcheck Charitable Trust Tai gave $271K across 4 grants in 2025 (avg $68K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 30-6545598
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $271,096
- Grants made (2025)
- 4
- Average grant
- $67,774
- Median grant
- $67,774
- Total assets
- $1,662,551
- Primary geography
- California (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.7M
+20.4% YoY
Annual Giving
$271K
+175.3% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$68K
+175.3% YoY
Under IRS private-foundation payout rules, Woltcheck Charitable Trust Tai reported a distributable amount of $86K for 2025 — the minimum it must pay out in qualifying distributions.
How Woltcheck Charitable Trust Tai gives
- Giving grew 135% from 2022 to 2025. Method
- In 2025 it paid out 320% of its IRS minimum distribution (the 5% rule). 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
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $98K (2024) to $292K (2021). In 2025 it made 4 grants totaling $271K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Therapy Dogs of Santa Barbara ($68K). Together the top 4 received $271K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was in the $50–100K range: 12 grants of 20 (60%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Therapy Dogs of Santa Barbara Santa Barbara, CA | General Operating | $67,774 |
| The Salvation Army Western TER HQ Rancho Palos Verdes, CA | General Operating | $67,774 |
| Path Santa Barbara Pasadena, CA | General Operating | $67,774 |
| Santa Barbara Rescue Mission Santa Barbara, CA | General Operating | $67,774 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,662,551 | $1,380,653 | $1,438,757 |
| Revenue | $580,161 | $61,539 | $79,624 |
| Expenses | $298,026 | $127,075 | $295,225 |
| Qualifying Distributions | $273,909 | $102,080 | $272,359 |
| Net Investment Income | $554,702 | $36,341 | $55,865 |
| Distributable Amount | $85,665 | $100,455 | $88,380 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Woltcheck Charitable Trust Tai's only listed officer is US Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2023
1 hr/week
$24K (2023) → $26K (2025)
Former officers (1)
- Former: Mufg Union Bank (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $26K, to US Bank N a (Trustee).
Frequently asked questions about Woltcheck Charitable Trust Tai
How much does Woltcheck Charitable Trust Tai give each year?
Woltcheck Charitable Trust Tai gave $271K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $98K across 4 grants.
What is Woltcheck Charitable Trust Tai's typical grant size?
Woltcheck Charitable Trust Tai's median grant in 2025 was $67,774, and its average grant was $67,774, across 4 grants on its 2025 IRS Form 990-PF.
Where does Woltcheck Charitable Trust Tai give grants?
Woltcheck Charitable Trust Tai gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Santa Barbara, CA (2 grants).
Does Woltcheck Charitable Trust Tai give general operating support?
Yes: 100% of Woltcheck Charitable Trust Tai's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Woltcheck Charitable Trust Tai?
Woltcheck Charitable Trust Tai reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $274K in qualifying distributions that year, against a required minimum of $86K (roughly 5% of its investment assets).
What is Woltcheck Charitable Trust Tai's EIN?
Woltcheck Charitable Trust Tai's EIN (Employer Identification Number) is 30-6545598. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Woltcheck Charitable Trust Tai by hand.
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