Private foundation
MILWAUKEE, WIEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $431,712 | $575,866 | $504,720 | $3,478,107 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| METROPOLITAN STATE UNIVERSITYST PAUL, MN | SCHOLARSHIPS | $8,709 | 2019 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Terry Hallock | TRUSTEE | 4 | $1,000 |
| Dr Gary R Jernberg | TRUSTEE | 4 | $1,000 |
| Paul D Rhodes | TRUSTEE | 4 | $1,000 |
| Us Bank N A | TRUSTEE |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $3,478,107 |
| FY2024 | 990-PF | $228,108 | $464,041 | $397,614 | $3,628,549 | $3,628,549 |
| FY2023 | 990-PF | $115,296 | $487,610 | $419,304 | $3,864,517 | $3,864,517 |
| FY2022 | 990-PF | $433,076 | $398,983 | $315,868 | $4,236,867 | $4,236,867 |
| FY2021 | 990-PF | $311,829 | $358,034 | $285,119 | $4,202,278 | $4,202,278 |
| FY2020 | 990-PF | $104,348 | $313,302 | $244,036 | $4,251,170 | $4,251,170 |
| FY2019 | 990-PF | $354,201 | $439,519 | $363,827 | $4,458,438 | $4,458,438 |
| SCHOLARSHIPS |
| $6,796 |
| 2020 |
| METROPOLITAN STATE UNIVERSITYST PAUL, MN | SCHOLARSHIPS | $5,850 | 2021 |
| BOOKS FEES FOR VARIOUS STUDENTSMILWAUKEE, WI | SCHOLARSHIP | $5,397 | 2022 |
| BOOKS FEES FOR VARIOUS STUDENTSMILWAUKEE, WI | SCHOLARSHIP | $4,303 | 2020 |
| BOOKS FEES FOR VARIOUS STUDENTSMILWAUKEE, WI | SCHOLARSHIP | $2,198 | 2021 |
| MINNEAPOLIS COLLEGEMINNEAPOLIS, MN | SCHOLARSHIP | $1,765 | 2025 |
| CENTURY COLLEGEWHITE BEAR LAKE, MN | SCHOLARSHIP | $1,207 | 2025 |
| NORMANDALE COMMUNITY COLLEGEBLOOMINGTON, MN | SCHOLARSHIPS | $1,190 | 2024 |
| SAINT PAUL COLLEGEST PAUL, MN | SCHOLARSHIPS | $1,094 | 2024 |
| BOOK FEES FOR DAVID IBARRAST PAUL, MN | SCHOLARSHIPS | $837 | 2019 |
| BOOK FEES FOR KALINA CHANGST PAUL, MN | SCHOLARSHIPS | $460 | 2019 |
| BOOK FEES FOR KENJI THAOST PAUL, MN | SCHOLARSHIPS | $334 | 2019 |
| BOOK FEES FOR GRACE PASSUS-YANGSTPAUL, MN | SCHOLARSHIPS | $327 | 2019 |
| 2019 BOOK FEES FOR PAJAR LEESt Paul, MN | SCHOLARSHIPS | $259 | 2019 |
| BOOK FEES FO JETHRO THAOST PAUL, MN | SCHOLARSHIPS | $210 | 2019 |
| 1 |
| $66,374 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202443109349101569
Form 990-PF · FY2023 · period ending Jun 30, 2023IRS bulk XML
Filing id 202431309349103273
Form 990-PF · FY2022 · period ending Jun 30, 2022
Filing id 202203149349101860
Form 990-PF · FY2021 · period ending Jun 30, 2021
Filing id 202123129349101507
Form 990-PF · FY2020 · period ending Jun 30, 2020
Filing id 202013149349101581
Form 990-PF · FY2019 · period ending Jun 30, 2019
Filing id 201903079349100450
Form 990-PF · FY2016 · period ending Jun 30, 2016
Filing id 201633039349100303
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.