E W Hallett Charitable Tr Ua logo

E W Hallett Charitable Tr Ua

MILWAUKEE, WI EIN: 41-6261160 Website

E W Hallett Charitable Trust is a private foundation based in Milwaukee, Wisconsin, established in 1985. The trust operates as a philanthropic organization dedicated to strengthening communities through financial support to nonprofit organizations.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$514K

-15.1% YoY

Grant Count

14

-22.2% YoY

Avg Grant Size

$37K

+9.1% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The mission of the Hallett Charitable Trusts is to strengthen the Cuyuna Lakes Area and designated nonprofit organizations through financial support, as well as maintaining the Hallett Charitable Trusts as a financial resource for future generations.

The trust has supported the Cuyuna Lakes Area for over 30 years with grants in the following focus areas:

  • Education
  • Community projects
  • Youth programs
  • Social services
  • Economic development
  • Arts
  • Senior services
  • Children and youth
  • Adults
  • Information and communications
  • Libraries
  • Community and economic development
  • Human services

Grantmaking

Grant applications must be submitted through an online portal and filed by September 1 of each year to be considered before the end of the fiscal year. The trust's fiscal year ends on November 30.

Grant Range

$7,000–$200,468

How to Apply

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Geographic Focus

Where this funder awards grants

The trust operates primarily in the following states:

  • Colorado
  • District of Columbia
  • Michigan
  • Minnesota

Grant Distribution by State

4states

Cities

AITKINBAXTERBOULDERBRAINERDBackusCROSBYDEERWOODEMILYGRAND RAPIDSPEQUOT LAKESROSEVILLESARTNELLSUITEWASHINGTONWashington

Financial History

Multi-year comparison from IRS filings

  • Total Assets: $12.3 million
  • Total Annual Giving: $477,000–$514,000
  • Annual Revenue: approximately $2.76 million
  • Annual Expenses: approximately $825,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1201920202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$164K$327K$491K$654K20 grants201920 grants202018 grants202123 grants202218 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CITY OF CROSBY$200KCROSBY IRONTON SCHOOL DI…$85KCUYUNA RANGE YOUTH CENTER$51KADVOCATES AGAINST DOMEST…$40KSEXUAL ASSAULT SERVICES …$30KACCESS NORTH$20KLAKES AREA MUSIC FESTIVAL$18KMID-MN WOMEN'S CENTER$15KLAKES AREA INTERFAITH CA…$13KJFHML FRIENDS FOUNDATION$13K

Grant Size Distribution

93 grants across all recorded years

74<$50K13$50–100K6$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

The trust is managed by U.S. Bank N.A. as the corporate trustee, along with co-trustees:

  • Kirk Springsted
  • Desiree Parker
  • Margaret Poley
  • Paul Justin Schliesman

Compensation Overview

From 2024 IRS filing

U S BANK N ACORPORATE TRUSTEE$90KKIRK SPRINGSTEDCO-TRUSTEE$13KDESIREE PARKERCO-TRUSTEE$13KMARGARET POLEYCO-TRUSTEE$13KPAUL JUSTIN SCHLIESMANCO-TRUSTEE$13K

From 2024 filing

NameTitleHoursCompensation
U S BANK N ACORPORATE TRUSTEE8$90,033
KIRK SPRINGSTEDCO-TRUSTEE4$12,500
DESIREE PARKERCO-TRUSTEE4$12,500
MARGARET POLEYCO-TRUSTEE4$12,500
PAUL JUSTIN SCHLIESMANCO-TRUSTEE4$12,500

Recent Activity

Recent developments and announcements

The trust has awarded an average of $1 million annually over the past three years. The trust prioritizes local initiatives that promote equity, diversity, and inclusivity, ensuring a lasting impact on the community's educational, health, and cultural opportunities.

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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