Funder DirectoryIRENE M CARLSON TRUST B
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EIN 416101735

IRENE M CARLSON TRUST B

MILWAUKEE, WI 532010634

Total Assets

FY 2022

Annual Giving

$64K

FY 2022

Grants Made

5

FY 2022

Avg Grant

$13K

FY 2022

Grant Range

$8K–$16K

Typical

Deadlines

Applications

Financial Snapshot

2022 filing

Total Expenses

$100K

Qualifying Distributions

$76K

Distributable Amount

$70K

Min. Investment Return

$70K

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

5 grants

Grant sizes from minimum $8K through median $16K to maximum $16K, 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

4 years

Giving over time from 2018 to 2022. Peak $87K in 2020. Hover bars for details.

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

Top Recipients

19 grants

ECUMEN
$88K
4 grants
BENEDICTINE HSF CERENITY FOUNDATION
$61K
3 grants
AUGUSTANA HOME OF MINNEAPOLIS
$46K
2 grants
LUTHERAN MEN IN MISSION
$39K
4 grants
AUGUSTANA CARE
$36K
2 grants
WOMEN OF THE ELCA
$28K
3 grants
CERENITY FOUNDATION
$16K
1 grant

Grant Size Distribution

19 grants

<$10K
2
grants
$10–50K
17
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Minnesota
$231K
74% of total
Illinois
$67K
21% of total
Alabama
$16K
5% of total

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IRENE M CARLSON TRUST B — Grants, Financials & Contact | Grantivo