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Alfred J Loftus Charitable Trust is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 1996. The principal officer is Mercantile Trust Company Na Ttee. It holds total assets of $2.4M. Annual income is reported at $1.5M. Total assets have grown from $1.6M in 2011 to $2.4M in 2024. The foundation is governed by 1 officer or trustee. 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 2016 to 2024. Grantmaking is concentrated in Missouri. According to available records, Alfred J Loftus Charitable Trust has made 6 grants totaling $338K, with a median grant of $49K. Annual giving has grown from $141K in 2023 to $198K in 2024. Individual grants have ranged from $35K to $99K, with an average award of $56K. The foundation has supported 3 unique organizations. Grant recipients are concentrated in Missouri. Contributions to this foundation are tax-deductible.
Smallest Grant
$51K
Median Grant
$51K
Average Grant
$68K
Largest Grant
$103K
Based on 3 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.
Alfred J Loftus Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 6 grants. Its grantmaking reaches organizations primarily in MO.
Alfred J Loftus Charitable Trust has distributed a total of $338K across 6 grants. The median grant size is $49K, with an average of $56K. Individual grants have ranged from $35K to $99K.
Alfred J Loftus Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Alfred J Loftus Charitable Trust is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank N A | TRUSTEE | $42K | $0 | $42K |
Total Giving
N/A
Total Assets
$2.4M
Fair Market Value
N/A
Net Worth
$2.4M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
6
Total Giving
$338K
Average Grant
$56K
Median Grant
$49K
Unique Recipients
3
Most Common Grant
$35K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Lcms FoundationGENERAL OPERATING | Saint Louis, MO | $99K | 2024 |
| HumanitriGENERAL OPERATING | St Louis, MO | $49K | 2024 |
| Lutheran Senior ServicesGENERAL OPERATING | St Louis, MO | $49K | 2024 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI