Funder DirectoryGERTRUDE R SHIELY CHAR TR
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Private foundation (trust)EIN 416470775Est. 2001-10

GERTRUDE R SHIELY CHAR TR

MILWAUKEE, WI 532010634

Accepts unsolicited proposals

Total Assets

$2.9M

FY 2023

Annual Giving

$123K

FY 2023

Grants Made

9

FY 2023

Avg Grant

$14K

FY 2023

Grant Range

$3K–$30K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$70K

Total Expenses

$210K

Qualifying Distributions

$155K

Distributable Amount

$141K

Min. Investment Return

$141K

Undistributed Income

$64K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

9 grants

Grant sizes from minimum $3K through median $10K to maximum $30K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $134K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

37 grants

CATHOLIC CHARITIES
$105K
2 grants
FRIENDS OF FREEDOM PARK
$88K
4 grants
EAST SIDE LEARNING CENTER
$43K
3 grants
BROTHERHOOD OF HOPE
$40K
3 grants
CARPENTER ST CROIX VALLEY
$30K
3 grants
CERENITY SENIOR CARE
$20K
1 grant
UNIVERSITY OF MINNESOTA - TWIN CITIES
$15K
1 grant
LOAVES AND FISHES
$15K
2 grants

Grant Size Distribution

37 grants

<$10K
25
grants
$10–50K
11
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

Minnesota
$358K
73% of total
Wisconsin
$88K
18% of total
Massachusetts
$40K
8% of total
Oregon
$5K
1% of total

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GERTRUDE R SHIELY CHAR TR — Grants, Financials & Contact | Grantivo