Woltcheck Charitable Trust Tai
Woltcheck Charitable Trust Tai is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 4 grants totaling $98K. Net investment income was $36K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
Under IRS private-foundation payout rules, Woltcheck Charitable Trust Tai reported a distributable amount of $100K for 2024 — the minimum it must pay out in qualifying distributions.
About Woltcheck Charitable Trust Tai
Based on IRS filings
Woltcheck Charitable Trust Tai is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 4 grants totaling $98K. Net investment income was $36K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
Among its reported 2024 grants, the largest include Santa Barbara Rescue Mission ($29,020), Therapy Dogs of Santa Barbara ($23,151), The Salvation Army Western Ter Hq ($23,151).
| Recipient | Purpose | Amount |
|---|---|---|
| THERAPY DOGS OF SANTA BARBARA SANTA BARBARA, CA | GENERAL OPERATING | $23,151 |
| THE SALVATION ARMY WESTERN TER HQ RANCHO PALOS VERDES, CA | GENERAL OPERATING | $23,151 |
| PATH SANTA BARBARA PASADENA, CA | GENERAL OPERATING | $23,151 |
| SANTA BARBARA RESCUE MISSION SANTA BARBARA, CA | GENERAL OPERATING | $29,020 |
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 | $26,068 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Woltcheck Charitable Trust Tai?
Woltcheck Charitable Trust Tai is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $1.4M in total assets as of 2024.
How large is Woltcheck Charitable Trust Tai?
As of 2024, Woltcheck Charitable Trust Tai holds $1.4M in total assets with $62K in annual revenue. It awarded 4 grants totaling $98K in 2024.
Where does Woltcheck Charitable Trust Tai operate?
Woltcheck Charitable Trust Tai has awarded grants in California.
What size grants does Woltcheck Charitable Trust Tai award?
In 2024, Woltcheck Charitable Trust Tai awarded 4 grants totaling $98K — an average of about $25K per grant, based on its IRS Form 990 filings.
How much is Woltcheck Charitable Trust Tai required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Woltcheck Charitable Trust Tai reported a distributable amount of $100K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Woltcheck Charitable Trust Tai's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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