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Ralph A Borgelt Trust First National Bani & Trust Co is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 1979. The principal officer is Firstier Bank N A. It holds total assets of $1.1M. Annual income is reported at $394K. 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, Ralph A Borgelt Trust First National Bani & Trust Co has made 4 grants totaling $256K, with a median grant of $66K. The foundation has distributed between $57K and $133K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $133K distributed across 2 grants. Individual grants have ranged from $57K to $66K, with an average award of $64K. 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.
Ralph A Borgelt Trust First National Bani & Trust Co 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.
Ralph A Borgelt Trust First National Bani & Trust Co has distributed a total of $256K across 4 grants. The median grant size is $66K, with an average of $64K. Individual grants have ranged from $57K to $66K.
Ralph A Borgelt Trust First National Bani & Trust Co typically selects its grantees rather than accepting unsolicited proposals.
Ralph A Borgelt Trust First National Bani & Trust Co is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank N A | TRUSTEE | $20K | $0 | $20K |
Total Giving
$87K
Total Assets
$1.1M
Fair Market Value
$1.2M
Net Worth
$1.1M
Grants Paid
$66K
Contributions
N/A
Net Investment Income
$23K
Distribution Amount
$58K
Total Grants
4
Total Giving
$256K
Average Grant
$64K
Median Grant
$66K
Unique Recipients
1
Most Common Grant
$66K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Second Church Of Christ ScientistGENERAL OPERATING | Lincoln, NE | $66K | 2023 |