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Also known as: CHARITABLE TRUST
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Robert And Joan Follett Memorial Charitable Trust is a private trust based in APPLETON, WI. The foundation received its IRS ruling in 2009. It holds total assets of $1.8M. Annual income is reported at $2M. Total assets have grown from $17K in 2011 to $2.3M 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 2016 to 2023. According to available records, Robert And Joan Follett Memorial Charitable Trust has made 3 grants totaling $326K, with a median grant of $125K. Annual giving has grown from $126K in 2020 to $200K in 2021. Individual grants have ranged from $1K to $200K, with an average award of $109K. The foundation has supported 3 unique organizations. Grant recipients are concentrated in Wisconsin. 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.
Robert And Joan Follett Memorial Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 3 grants. Its grantmaking reaches organizations primarily in WI.
Robert And Joan Follett Memorial Charitable Trust has distributed a total of $326K across 3 grants. The median grant size is $125K, with an average of $109K. Individual grants have ranged from $1K to $200K.
Robert And Joan Follett Memorial Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Robert And Joan Follett Memorial Charitable Trust is headquartered in APPLETON, WI.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Joan I Follett | DONOR AND TRUSTEE | $0 | $0 | N/A |
Total Giving
$19K
Total Assets
$2.3M
Fair Market Value
$2.3M
Net Worth
$2.3M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
$67K
Distribution Amount
$3K
Total Grants
3
Total Giving
$326K
Average Grant
$109K
Median Grant
$125K
Unique Recipients
3
Most Common Grant
$125K
of 2021 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Mercy Works FoundationCHARITABLE DONATION | Appleton, WI | $200K | 2021 |
| Relevant RadioCHARITABLE DONATION | Green Bay, WI | $125K | 2020 |
| Elizabeth Ministry InternationalCHARITABLE DONATION | Kaukauna, WI | $1K | 2020 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI