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John D Woltcheck Charitable Trust Ua 09162015 is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 2018. The principal officer is Mufg Union Bank Na Ttee. It holds total assets of $1.4M. Annual income is reported at $760K. Total assets have decreased from $2M in 2019 to $1.4M in 2023. 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 2020 to 2023. Grantmaking is concentrated in California. According to available records, John D Woltcheck Charitable Trust Ua 09162015 has made 20 grants totaling $956K, with a median grant of $41K. Annual giving has grown from $164K in 2020 to $269K in 2023. Grantmaking activity was highest in 2021 with $292K distributed across 4 grants. Individual grants have ranged from $29K to $73K, with an average award of $48K. The foundation has supported 4 unique organizations. Grant recipients are concentrated in California. Contributions to this foundation are tax-deductible.
Smallest Grant
$41K
Median Grant
$41K
Average Grant
$41K
Largest Grant
$41K
Based on 4 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.
John D Woltcheck Charitable Trust Ua 09162015 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 20 grants. Its grantmaking reaches organizations primarily in CA.
John D Woltcheck Charitable Trust Ua 09162015 has distributed a total of $956K across 20 grants. The median grant size is $41K, with an average of $48K. Individual grants have ranged from $29K to $73K.
John D Woltcheck Charitable Trust Ua 09162015 typically selects its grantees rather than accepting unsolicited proposals.
John D Woltcheck Charitable Trust Ua 09162015 is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Mufg Union Bank | TRUSTEE | $28K | $0 | $28K |
Total Giving
$295K
Total Assets
$1.4M
Fair Market Value
$1.9M
Net Worth
$1.4M
Grants Paid
$269K
Contributions
N/A
Net Investment Income
$56K
Distribution Amount
$88K
Total Grants
20
Total Giving
$956K
Average Grant
$48K
Median Grant
$41K
Unique Recipients
4
Most Common Grant
$29K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Therapy Dogs Of Santa BarbaraGENERAL OPERATING | Santa Barbara, CA | $67K | 2023 |
| The Salvation Army Western Ter HqGENERAL OPERATING | Rancho Palos Verdes, CA | $67K | 2023 |
| Path Santa BarbaraGENERAL OPERATING | Santa Barbara, CA | $67K | 2023 |
| Santa Barbara Rescue MissionGENERAL OPERATING | Santa Barbara, CA | $67K | 2023 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI