Woltcheck Charitable Trust Tai
MILWAUKEE, WI EIN: 30-6545598
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$1.4M
-4.0% YoY
Annual Giving
$98K
-63.4% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$25K
-63.4% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,380,653 | $1,438,757 | $1,654,480 |
| Revenue | $61,539 | $79,624 | $63,028 |
| Expenses | $127,075 | $295,225 | $148,421 |
| Qualifying Distributions | $102,080 | $272,359 | $123,349 |
| Net Investment Income | $36,341 | $55,865 | $41,527 |
| Distributable Amount | $100,455 | $88,380 | $98,425 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Woltcheck Charitable Trust Tai fund?
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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 | $26,068 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
California $939K (100%)
States
Cities
PasadenaRancho Palos VerdesSanta Barbara
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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