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Frances Borgelt Charitable Trust is a private association based in MILWAUKEE, WI. The foundation received its IRS ruling in 0000. It holds total assets of $151K. Annual income is reported at $48K. Total assets have decreased from $196K in 2011 to $154K in 2023. 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 2016 to 2023. According to available records, Frances Borgelt Charitable Trust has made 8 grants totaling $31K, with a median grant of $4K. The foundation has distributed between $7K and $16K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $16K distributed across 4 grants. Individual grants have ranged from $2K to $5K, with an average award of $4K. The foundation has supported 2 unique organizations. Grants have been distributed to organizations in Massachusetts and Nebraska. 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.
Frances Borgelt Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 8 grants. Its grantmaking reaches organizations primarily in MA, NE.
Frances Borgelt Charitable Trust has distributed a total of $31K across 8 grants. The median grant size is $4K, with an average of $4K. Individual grants have ranged from $2K to $5K.
Frances Borgelt Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Frances Borgelt Charitable Trust is headquartered in MILWAUKEE, WI. While based in WI, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank N A | TRUSTEE | $3K | $0 | $3K |
Total Giving
$12K
Total Assets
$154K
Fair Market Value
$172K
Net Worth
$154K
Grants Paid
$8K
Contributions
N/A
Net Investment Income
$4K
Distribution Amount
$8K
Total Grants
8
Total Giving
$31K
Average Grant
$4K
Median Grant
$4K
Unique Recipients
2
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| First Church Of Christ ScientistGENERAL OPERATING | Boston, MA | $5K | 2023 |
| Second Church Of Christ ScientistGENERAL OPERATING | Lincoln, NE | $2K | 2023 |