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F Albert Klein Trust 1st National Bk Ttee is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 1959. The principal officer is U S Bank Na. It holds total assets of $12.6M. Annual income is reported at $6.2M. Total assets have decreased from $15.8M in 2010 to $12.6M in 2024. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2019 to 2024. According to available records, F Albert Klein Trust 1st National Bk Ttee has made 3 grants totaling $2M, with a median grant of $665K. The foundation has distributed between $640K and $707K annually from 2022 to 2024. Grantmaking activity was highest in 2023 with $707K distributed across 1 grants. Individual grants have ranged from $640K to $707K, with an average award of $671K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Iowa. 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.
F Albert Klein Trust 1st National Bk Ttee is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 3 grants. Its grantmaking reaches organizations primarily in IA.
F Albert Klein Trust 1st National Bk Ttee has distributed a total of $2M across 3 grants. The median grant size is $665K, with an average of $671K. Individual grants have ranged from $640K to $707K.
F Albert Klein Trust 1st National Bk Ttee typically selects its grantees rather than accepting unsolicited proposals.
F Albert Klein Trust 1st National Bk Ttee is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank N A | TRUSTEE | $104K | $0 | $104K |
Total Giving
N/A
Total Assets
$12.6M
Fair Market Value
N/A
Net Worth
$12.6M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
3
Total Giving
$2M
Average Grant
$671K
Median Grant
$665K
Unique Recipients
2
Most Common Grant
$640K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Great River Medical CenterGENERAL OPERATING | W Burlington, IA | $640K | 2024 |
| Southeast Iowa Regional Medical CtrGENERAL OPERATING | W Burlington, IA | $707K | 2023 |