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Also known as: US BANK No 58080300
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Laurence And Lydia Baltes Charitable Trust A is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 1991. The principal officer is Scottsbluff National Bk Ttee. It holds total assets of $649K. Annual income is reported at $270K. The foundation is governed by 2 officers and trustees. 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, Laurence And Lydia Baltes Charitable Trust A has made 4 grants totaling $123K, with a median grant of $31K. The foundation has distributed between $29K and $63K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $63K distributed across 2 grants. Individual grants have ranged from $29K to $32K, with an average award of $31K. Grant recipients are concentrated in 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.
Laurence And Lydia Baltes Charitable Trust A is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in NE.
Laurence And Lydia Baltes Charitable Trust A has distributed a total of $123K across 4 grants. The median grant size is $31K, with an average of $31K. Individual grants have ranged from $29K to $32K.
Laurence And Lydia Baltes Charitable Trust A typically selects its grantees rather than accepting unsolicited proposals.
Laurence And Lydia Baltes Charitable Trust A is headquartered in MILWAUKEE, WI.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank National Association | Trustee | $9K | $0 | $9K |
| Panhandle Shrine Club | Trustee | $0 | $0 | N/A |
Total Giving
$42K
Total Assets
$663K
Fair Market Value
$646K
Net Worth
$663K
Grants Paid
$29K
Contributions
N/A
Net Investment Income
$10K
Distribution Amount
$30K
Total Grants
4
Total Giving
$123K
Average Grant
$31K
Median Grant
$31K
Unique Recipients
1
Most Common Grant
$32K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Panhandle Shrine ClubGENERAL CHARITABLE PURPOSES | Gering, NE | $29K | 2023 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI