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.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
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 | $65,078 | $41,848 | $32,887 | $552,526 |
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 |
|---|---|---|---|---|
| UNIVERSITY OF MISSOURI COLUMBIACOLUMBIA, MO | SCHOLARSHIP | $10,400 | 2025 | |
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. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James B Gerdes | CO-TRUSTEE | 0 | $821 |
| Us Bank N A | TRUSTEE | 1 | $9,702 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $552,526 |
| FY2024 | 990-PF | $29,738 | $42,860 | $29,810 | $529,298 | $529,298 |
| FY2023 | 990-PF | $50,690 | $40,306 | $28,800 | $542,424 | $542,424 |
| FY2022 | 990-PF | $24,170 | $45,355 | $30,199 | $532,046 | $532,046 |
| FY2021 | 990-PF | $71,611 | $44,317 | $31,684 | $553,234 | $553,234 |
| FY2020 | 990-PF | $17,680 | $46,628 | $35,037 | $524,368 | $524,368 |
| FY2019 | 990-PF | $57,074 | $34,599 | $25,724 | $553,316 | $553,316 |
| FY2018 | 990-PF | $17,314 | $30,163 | $20,273 | $530,900 | $530,900 |
| SCHOLARSHIP |
| $9,000 |
| 2021 |
| SAINT LOUIS UNIVERSITYST LOUIS, MO | SCHOLARSHIP | $6,240 | 2025 |
| UNIVERSITY OF MISSOURI - ST LOUISST LOUIS, MO | SCHOLARSHIP | $5,440 | 2022 |
| MISSOURI STATE UNIV - SPRINGFIELDSpringfield, MO | SCHOLARSHIPS | $4,000 | 2019 |
| SAINT LOUIS UNIVERSITYST LOUIS, MO | SCHOLARSHIP | $3,720 | 2023 |
| WEBSTER UNIVERSITYST LOUIS, MO | SCHOLARSHIP | $3,600 | 2021 |
| UNIVERSITY OF MISSOURI - ST LOUISST LOUIS, MO | SCHOLARSHIP | $3,600 | 2021 |
| LINDENWOOD UNIVERSITYROLLA, MO | SCHOLARSHIP | $3,375 | 2024 |
| GEORGE WASHINGTON UNIVERSITYWASHINGTON, DC | SCHOLARSHIP | $2,800 | 2020 |
| LINDENWOOD UNIVERSITYMatched to this organization because 15 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.ST CHARLES, MO | SCHOLARSHIP | $2,800 | 2020 |
| SAINT LOUIS UNIVERSITYST LOUIS, MO | SCHOLARSHIP | $2,800 | 2020 |
| LAWRENCE UNIVERSITYAppleton, WI | SCHOLARSHIP | $2,800 | 2020 |
| COLORADO STATE UNIVERSITYFort Collins, CO | SCHOLARSHIP | $2,800 | 2020 |
| UNIVERSITY OF TULSATULSA, OK | SCHOLARSHIP | $2,800 | 2020 |
| HOPE COLLEGEHolland, MI | SCHOLARSHIP | $2,800 | 2020 |
| TRINITY UNIVERSITYSan Antonio, TX | SCHOLARSHIP | $2,800 | 2020 |
| MISSOURI STATE UNIV - SPRINGFIELDSpringfield, MO | SCHOLARSHIP | $2,800 | 2020 |
| WEBSTER UNIVERSITYST LOUIS, MO | SCHOLARSHIP | $2,720 | 2022 |
| LINDENWOOD UNIVERSITYMatched to this organization because 15 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.ST CHARLES, MO | SCHOLARSHIP | $2,720 | 2022 |
| UNIVERSITY OF ARKANSASFEYETTEVILLE, AR | SCHOLARSHIP | $2,720 | 2022 |
| MISSOURI UNIVERSITY OF SCIENCE AND TECHNROLLA, MO | SCHOLARSHIP | $2,720 | 2022 |
| UNIVERSITY OF MIAMICORAL GABLES, FL | SCHOLARSHIP | $2,720 | 2022 |
| ST LOUIS UNIVERSITYST LOUIS, MO | SCHOLARSHIP | $2,720 | 2022 |
| WASHINGTON UNIVERSITYST LOUIS, MO | SCHOLARSHIP | $2,720 | 2022 |
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 202423039349100617
Form 990-PF · FY2023 · period ending Jun 30, 2023
Filing id 202303119349101775
Form 990-PF · FY2022 · period ending Jun 30, 2022
Filing id 202203009349100025
Form 990-PF · FY2021 · period ending Jun 30, 2021
Filing id 202103059349101400
Form 990-PF · FY2020 · period ending Jun 30, 2020
Filing id 202033149349101863
Form 990-PF · FY2019 · period ending Jun 30, 2019
Filing id 201902859349100900
Form 990-PF · FY2018 · period ending Jun 30, 2018
Filing id 201822899349100817
Form 990-PF · FY2016 · period ending Jun 30, 2016
Filing id 201613039349100801
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.