Funder DirectoryJEANNE E KOTRBA CHARITABLE TRUST
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Private foundation (trust)EIN 901437403Est. 2019-06

JEANNE E KOTRBA CHARITABLE TRUST

MILWAUKEE, WI 532010634

Total Assets

$2.9M

FY 2023

Annual Giving

$136K

FY 2023

Grants Made

5

FY 2023

Avg Grant

$27K

FY 2023

Grant Range

$14K–$54K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$129K

Total Expenses

$181K

Qualifying Distributions

$140K

Distributable Amount

$136K

Min. Investment Return

$137K

Undistributed Income

$132K

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 $14K through median $20K to maximum $54K, 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 2020 to 2023. Peak $155K in 2022. Hover bars for details.

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

Top Recipients

20 grants

SACRED HEART CATHOLIC CHURCH
$215K
4 grants
MN STATE COLLEGES AND UNIVERSITIES
$134K
4 grants
NORTHLANDS RESCUE MISSION
$81K
4 grants
MARSHALL COUNTY HISTORICAL SOCIETY
$54K
4 grants
WARREN-ALVARADO-OSLO SCHOOL
$54K
4 grants

Grant Size Distribution

20 grants

<$10K
$10–50K
17
grants
$50–250K
3
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Minnesota
$457K
85% of total
North Dakota
$81K
15% of total

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JEANNE E KOTRBA CHARITABLE TRUST — Grants, Financials & Contact | Grantivo