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Sister Irmgard Delfing Charitable Trust is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 2005. The principal officer is % Marshall & Ilsley Trust Co Na. It holds total assets of $13.9M. Annual income is reported at $5.7M. The foundation operates in the area of philanthropy & grantmaking. According to available records, Sister Irmgard Delfing Charitable Trust has made 3 grants totaling $2.6M, with a median grant of $885K. The foundation has distributed between $788K and $924K annually from 2021 to 2023. Individual grants have ranged from $788K to $924K, with an average award of $866K. Grant recipients are concentrated in Wisconsin. Contributions to this foundation are tax-deductible.
Sister Irmgard Delfing 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.
Sister Irmgard Delfing Charitable Trust has distributed a total of $2.6M across 3 grants. The median grant size is $885K, with an average of $866K. Individual grants have ranged from $788K to $924K.
Sister Irmgard Delfing Charitable Trust typically selects its grantees rather than accepting unsolicited proposals. PURSUANT TO TRUST AGREEMENT ALL NET INCOME PAYABLE TO SCHOENSTATT SISTERS OF MARY.
Sister Irmgard Delfing Charitable Trust is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bmo Harris Bank Na | TRUSTEE | $100K | $0 | $100K |
Total Giving
$904K
Total Assets
$13.9M
Fair Market Value
$16.6M
Net Worth
$13.9M
Grants Paid
$788K
Contributions
$0
Net Investment Income
$932K
Distribution Amount
$765K
Total: $13.6M
Total Grants
3
Total Giving
$2.6M
Average Grant
$866K
Median Grant
$885K
Unique Recipients
1
Most Common Grant
$924K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Schoenstatt Sisters Of MaryOPERATING EXPENSES | Waukesha, WI | $788K | 2023 |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
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