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Estelle@Corry Trust Fbo Holy Family Congregation is a private corporation based in MARINETTE, WI. The foundation received its IRS ruling in 2001. The principal officer is Stephenson National Bank & Trust. It holds total assets of $836K. Annual income is reported at $391K. Total assets have decreased from $917K in 2011 to $718K in 2023. 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. According to available records, Estelle@Corry Trust Fbo Holy Family Congregation has made 4 grants totaling $307K, with a median grant of $77K. The foundation has distributed between $50K and $206K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $206K distributed across 2 grants. Individual grants have ranged from $50K to $103K, with an average award of $77K. Grant recipients are concentrated in Wisconsin. Contributions to this foundation are tax-deductible.
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.
Estelle@Corry Trust Fbo Holy Family Congregation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in WI.
Estelle@Corry Trust Fbo Holy Family Congregation has distributed a total of $307K across 4 grants. The median grant size is $77K, with an average of $77K. Individual grants have ranged from $50K to $103K.
Estelle@Corry Trust Fbo Holy Family Congregation typically selects its grantees rather than accepting unsolicited proposals.
Estelle@Corry Trust Fbo Holy Family Congregation 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
$61K
Total Assets
$718K
Fair Market Value
$923K
Net Worth
$718K
Grants Paid
$50K
Contributions
N/A
Net Investment Income
$35K
Distribution Amount
$43K
Total Grants
4
Total Giving
$307K
Average Grant
$77K
Median Grant
$77K
Unique Recipients
1
Most Common Grant
$103K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Holy Family CongregationGENERAL FINANCIAL SUPPORT | Marinette, WI | $50K | 2023 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI