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Albert & Rosemary Sustrick Charitable Remainder Unitrust is a private corporation based in MARINETTE, WI. The foundation received its IRS ruling in 2014. The principal officer is Stephenson National Bank & Trust. It holds total assets of $494K. Annual income is reported at $199K. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Wisconsin. According to available records, Albert & Rosemary Sustrick Charitable Remainder Unitrust has made 15 grants totaling $82K, with a median grant of $5K. The foundation has distributed between $26K and $30K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $30K distributed across 5 grants. Individual grants have ranged from $5K to $6K, with an average award of $5K. The foundation has supported 6 unique organizations. Grant recipients are concentrated in Wisconsin. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$5K
Average Grant
$5K
Largest Grant
$5K
Based on 5 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.
Albert & Rosemary Sustrick Charitable Remainder Unitrust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 15 grants. Its grantmaking reaches organizations primarily in WI.
Albert & Rosemary Sustrick Charitable Remainder Unitrust has distributed a total of $82K across 15 grants. The median grant size is $5K, with an average of $5K. Individual grants have ranged from $5K to $6K.
Albert & Rosemary Sustrick Charitable Remainder Unitrust typically selects its grantees rather than accepting unsolicited proposals.
Albert & Rosemary Sustrick Charitable Remainder Unitrust is headquartered in MARINETTE, WI.
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Officer and trustee information is not yet available for this foundation. This data is typically reported in Part VIII of the 990-PF filing.
Total Giving
$32K
Total Assets
$407K
Fair Market Value
$514K
Net Worth
$407K
Grants Paid
$26K
Contributions
N/A
Net Investment Income
$16K
Distribution Amount
$24K
Total Grants
15
Total Giving
$82K
Average Grant
$5K
Median Grant
$5K
Unique Recipients
6
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Columban FathersGENERAL FINANCIAL SUPPORT | Marinette, WI | $5K | 2023 |
| Franciscan MissionsGENERAL FINANCIAL SUPPORT | Marinette, WI | $5K | 2023 |
| Maryknoll FathersGENERAL FINANCIAL SUPPORT | Marinette, WI | $5K | 2023 |
| Maryknoll SistersGENERAL FINANCIAL SUPPORT | Marinette, WI | $5K | 2023 |
| The Society For The Propagation Of The FaithGENERAL FINANCIAL SUPPORT | Marinette, WI | $5K | 2023 |
| Columbian FathersGENERAL FINANCIAL SUPPORT | Marinette, WI | $6K | 2022 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI