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A & J Rewald Scholorship Trust is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 1994. The principal officer is Marshall & Ilsley Trust Co. It holds total assets of $8.5M. Annual income is reported at $3.6M. Total assets have grown from $6.9M in 2011 to $8.3M in 2023. The foundation is governed by 7 officers and trustees. The foundation operates in the area of education. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Wisconsin. According to available records, A & J Rewald Scholorship Trust has made 12 grants totaling $1.3M, with a median grant of $122K. The foundation has distributed between $432K and $474K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $474K distributed across 4 grants. Individual grants have ranged from $21K to $212K, with an average award of $112K. The foundation has supported 6 unique organizations. Grant recipients are concentrated in Wisconsin. Contributions to this foundation are tax-deductible.
Smallest Grant
$20K
Median Grant
$99K
Average Grant
$104K
Largest Grant
$197K
Based on 4 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
A & J Rewald Scholorship Trust primarily funds organizations in the area of education. Based on available records, the foundation has funded 12 grants. Its grantmaking reaches organizations primarily in WI.
A & J Rewald Scholorship Trust has distributed a total of $1.3M across 12 grants. The median grant size is $122K, with an average of $112K. Individual grants have ranged from $21K to $212K.
A & J Rewald Scholorship Trust typically selects its grantees rather than accepting unsolicited proposals.
A & J Rewald Scholorship Trust is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| John Smith | Board | $6K | $0 | $6K |
| Steven Vonderheide | Board | $6K | $0 | $6K |
| Paul Scriver | Board | $1K | $0 | $1K |
| Bonnie Scholz | Board | $1K | $0 | $1K |
| Emily Berg | Board | $1K | $0 | $1K |
| Christopher Avery | Board | $500 | $0 | $500 |
| Paul Prange | Board | $500 | $0 | $500 |
Total Giving
$514K
Total Assets
$8.3M
Fair Market Value
$9.8M
Net Worth
$8.3M
Grants Paid
$439K
Contributions
N/A
Net Investment Income
$444K
Distribution Amount
$459K
Total: $8.1M
Total Grants
12
Total Giving
$1.3M
Average Grant
$112K
Median Grant
$122K
Unique Recipients
6
Most Common Grant
$118K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Catholic Central High SchoolSCHOOL AWARD | Burlington, WI | $157K | 2023 |
| Shoreland Lutheran High SchoolSCHOOL AWARD | Somers, WI | $135K | 2023 |
| Burlington Catholic SchoolSCHOOL AWARD | Burlington, WI | $118K | 2023 |
| St John'S Lutheran SchoolSCHOOL AWARD | Burlington, WI | $28K | 2023 |
| St John'S Grade SchoolSchool Award | Burlington, WI | $35K | 2022 |
| Catholic Centeral High SchoolSchool Award | Burlington, WI | $212K | 2021 |