Delfing Char Tr Sister Irmgard

EIN 396781271

Milwaukee, WI 53214 |(414) 875-3244

Total Given 2016–2023
$5.7M
7 grants · $716K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$788K
typical big bets · $783K–$859K
grant size
100%
deep partner · 1/1 multi-year
repeat
$16.6M
Assets (2023)
1
Distinct Recipients

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Contact Person BMO HARRIS BANK NA
Phone (414) 875-3244
Restrictions PURSUANT TO TRUST AGREEMENT ALL NET INCOME PAYABLE TO SCHOENSTATT SISTERS OF MARY.

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $737K $15.3M $605K 1
2017 $787K $16.7M $1.3M 1
2018 $833K $15.0M $1.1M 1
2019 N/A $16.9M $966K N/A
2020 $779K $18.2M $1.2M 1
2021 $924K $19.3M $2.0M 1
2022 $885K $15.2M $329K 1
2023 $788K $16.6M $1.0M 1

Grant Size Distribution

Based on 7 grants on record

Minimum
$737K
25th Pctl
$783K
Median
$788K
Average
$819K
75th Pctl
$859K
Maximum
$924K

Geographic Distribution

Officers & Directors

MC
Midwest Institutional Trust Company
Trustee

Grants Awarded (7 total)

Purpose
Schoenstatt Sisters of Mary Waukesha, WI $924,183 OPERATING EXPENSES 2021
Schoenstatt Sisters of Mary Waukesha, WI $884,998 OPERATING EXPENSES 2022
Schoenstatt Sisters of Mary Waukesha, WI $832,657 OPERATING EXPENSES 2018
Schoenstatt Sisters of Mary Waukesha, WI $787,527 OPERATING EXPENSES 2023
Schoenstatt Sisters of Mary Waukesha, WI $787,071 OPERATING EXPENSES 2017
Schoenstatt Sisters of Mary Waukesha, WI $778,654 OPERATING EXPENSES 2020
Schoenstatt Sisters of Mary Waukesha, WI $736,773 OPERATING EXPENSES 2016