Charitable Trust Agreement Of Brion & | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Charitable Trust Agreement Of Brion &. Data shown is extracted from Form 990-PF filings.

EIN: 39-2009711

Foundation Overview

Based in Hartland, WI, Charitable Trust Agreement Of Brion & has awarded 237 grants totaling $800,911 to organizations in Ohio, Wisconsin and 16 other states, plus international recipients. Individual grants range from $10 to $21,000, with a median award of $1,500.

Latest Tax Year
2023
Total Giving (all years)
$800,911
Total Assets
$584,502
Median Grant (all grants)
$1,500

Latest Form 990-PF Snapshot

Total Grants
38
Median Grant
$2,500
% Median Grant Growth
+42% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Relationship-Focused: 26%

10 of 38 recipients (26%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
Wisconsin

72% of all grants are concentrated in Wisconsin, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Wisconsin, funding concentrates in Hartland (18%), Brookfield (16%), Madison (12%).

Funding Trajectory
+41%

Moderate 41% growth trend over 7 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.

Program Areas
Education + 3 others

Diversified giving across multiple program areas with primary emphasis on education (39%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Charitable Trust Agreement Of Brion &'s funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
4 Paws For Ability $250 Xenia, OH, US General Contribution 2023
Archdiocese Of Milwaukee $11,000 Milwuakee, WI, US General Contribution 2023
Arise Milwaukee $2,000 Sussex, WI, US General Contribution 2023
Chesterton Academy $21,000 Brookfield, WI, US General Contribution 2023
Evangelical Catholic $2,500 Madison, WI, US General Contribution 2023
Focus $3,800 Genesee, CO, US General Contribution 2023
Formation Foundation $10,000 South Bend, IN, US General Contribution 2023
Handmaids Of The Heart Of Jesus $1,500 New Ulm, MN, US General Contribution 2023
Knights Of Columbus $2,300 New Haven, CT, US General Contribution 2023
Oconomowoc Rotary Foundation $1,500 Oconomowoc, WI, US General Contribution 2023
Potawatomi Council (Boy Scouts Of America) $885 Waikesha, WI, US General Contribution 2023
Pro-life Wisconsin Etf $10,000 Brookfield, WI, US General Contribution 2023
Sisters For Life $1,500 Louisville, KY, US General Contribution 2023
St Catherine $50 Oconomowoc, WI, US General Contribution 2023
St Charles $12,325 Hartland, WI, US General Contribution 2023
St Francis De Sales Seminary $10,000 St Francis, WI, US General Contribution 2023
St Jerome $100 Oconomowoc, WI, US General Contribution 2023
St Paul Catholic Center $5,000 Madison, WI, US General Contribution 2023
St Teresa $3,650 Hartland, WI, US General Contribution 2023
4 Paws For Ability $250 Xenia, OH, US General Contribution 2023
Archdiocese Of Milwaukee $11,000 Milwuakee, WI, US General Contribution 2023
Arise Milwaukee $2,000 Sussex, WI, US General Contribution 2023
Chesterton Academy $21,000 Brookfield, WI, US General Contribution 2023
Evangelical Catholic $2,500 Madison, WI, US General Contribution 2023
Focus $3,800 Genesee, CO, US General Contribution 2023
Formation Foundation $10,000 South Bend, IN, US General Contribution 2023
Handmaids Of The Heart Of Jesus $1,500 New Ulm, MN, US General Contribution 2023
Knights Of Columbus $2,300 New Haven, CT, US General Contribution 2023
Oconomowoc Rotary Foundation $1,500 Oconomowoc, WI, US General Contribution 2023
Potawatomi Council (Boy Scouts Of America) $885 Waikesha, WI, US General Contribution 2023
Pro-life Wisconsin Etf $10,000 Brookfield, WI, US General Contribution 2023
Sisters For Life $1,500 Louisville, KY, US General Contribution 2023
St Catherine $50 Oconomowoc, WI, US General Contribution 2023
St Charles $12,325 Hartland, WI, US General Contribution 2023
St Francis De Sales Seminary $10,000 St Francis, WI, US General Contribution 2023
St Jerome $100 Oconomowoc, WI, US General Contribution 2023
St Paul Catholic Center $5,000 Madison, WI, US General Contribution 2023
St Teresa $3,650 Hartland, WI, US General Contribution 2023
Archdiocese Of Milwaukee $11,000 Milwaukee, WI, US Local Church Operations 2022
American Lung Association $100 Brookfield, WI, US Educational 2022
Chesterton Academy $10,500 Brookfield, WI, US Educatinal Assistance 2022
Evangelical Catholic $3,500 Madison, WI, US Local Church Operations 2022
Focus $3,700 Genesee, CO, US Education 2022
Handmaids Of The Heart Of Jesus $1,500 New Ulm, MN, US Community Service 2022
Holy Hill $100 Hubertus, WI, US Local Church Operations 2022
Knights Of Columbus $1,830 New Haven, CT, US Local Church Operations 2022
Life Connections $2,500 Mukwonago, WI, US Education 2022
Men Of Christ $2,500 Hartland, WI, US Education 2022
Oconomowoc Rotary Foundation $1,701 Oconomowoc, WI, US Community Service 2022
Petawa Cultural Center $10,000 Brookfield, WI, US Education 2022
Boy Scounts Of America $450 Waukesha, WI, US Community Service 2022
Pro-life Wi $10,000 Brookfield, WI, US Education Assistance 2022
Sisters For Life $1,500 Louisville, KY, US Community Service 2022
St Anthony Menomonee Falls $100 Menomonee Falls, WI, US Local Church Operations 2022
St Catherine $100 Oconomowoc, WI, US Local Church Operations 2022
St Charles $9,550 Hartland, WI, US Local Church Operations 2022
St Francis De Sales Seminary $5,000 St Francis, WI, US Education 2022
St Maria Goretti Fitchburg $100 Madison, WI, US Local Church Operations 2022
St Paul Catholic Center $500 Madison, WI, US Local Church Operations 2022
St Teresa $450 Hartland, WI, US Local Church Operations 2022
Troop 224 $100 Hartland, WI, US Community Service 2022
Virtue Sports Inc $1,250 Hartland, WI, US Educational 2022
Women's Care Center $2,500 Milwaukee, WI, US Community Service 2022
Women's Support Center $2,500 Milwaukee, WI, US Community Service 2022
Archdiocese Of Milwaukee $11,000 Milwaukee, WI, US Local Church Operations 2022
American Lung Association $100 Brookfield, WI, US Educational 2022
Chesterton Academy $10,500 Brookfield, WI, US Educatinal Assistance 2022
Evangelical Catholic $3,500 Madison, WI, US Local Church Operations 2022
Focus $3,700 Genesee, CO, US Education 2022
Handmaids Of The Heart Of Jesus $1,500 New Ulm, MN, US Community Service 2022
Holy Hill $100 Hubertus, WI, US Local Church Operations 2022
Knights Of Columbus $1,830 New Haven, CT, US Local Church Operations 2022
Life Connections $2,500 Mukwonago, WI, US Education 2022
Men Of Christ $2,500 Hartland, WI, US Education 2022
Oconomowoc Rotary Foundation $1,701 Oconomowoc, WI, US Community Service 2022
Petawa Cultural Center $10,000 Brookfield, WI, US Education 2022
Boy Scounts Of America $450 Waukesha, WI, US Community Service 2022
Pro-life Wi $10,000 Brookfield, WI, US Education Assistance 2022
Sisters For Life $1,500 Louisville, KY, US Community Service 2022
St Anthony Menomonee Falls $100 Menomonee Falls, WI, US Local Church Operations 2022
St Catherine $100 Oconomowoc, WI, US Local Church Operations 2022
St Charles $9,550 Hartland, WI, US Local Church Operations 2022
St Francis De Sales Seminary $5,000 St Francis, WI, US Education 2022
St Maria Goretti Fitchburg $100 Madison, WI, US Local Church Operations 2022
St Paul Catholic Center $500 Madison, WI, US Local Church Operations 2022
St Teresa $450 Hartland, WI, US Local Church Operations 2022
Troop 224 $100 Hartland, WI, US Community Service 2022
Virtue Sports Inc $1,250 Hartland, WI, US Educational 2022
Women's Care Center $2,500 Milwaukee, WI, US Community Service 2022
Women's Support Center $2,500 Milwaukee, WI, US Community Service 2022
Archdiocese Of Milwaukee $11,000 Milwaukee, WI, US Local Church Operations 2022
American Lung Association $100 Brookfield, WI, US Educational 2022
Chesterton Academy $10,500 Brookfield, WI, US Educatinal Assistance 2022
Evangelical Catholic $3,500 Madison, WI, US Local Church Operations 2022
Focus $3,700 Genesee, CO, US Education 2022
Handmaids Of The Heart Of Jesus $1,500 New Ulm, MN, US Community Service 2022
Holy Hill $100 Hubertus, WI, US Local Church Operations 2022
Knights Of Columbus $1,830 New Haven, CT, US Local Church Operations 2022
Life Connections $2,500 Mukwonago, WI, US Education 2022
Men Of Christ $2,500 Hartland, WI, US Education 2022
Oconomowoc Rotary Foundation $1,701 Oconomowoc, WI, US Community Service 2022
Petawa Cultural Center $10,000 Brookfield, WI, US Education 2022
Boy Scounts Of America $450 Waukesha, WI, US Community Service 2022
Pro-life Wi $10,000 Brookfield, WI, US Education Assistance 2022
Sisters For Life $1,500 Louisville, KY, US Community Service 2022
St Anthony Menomonee Falls $100 Menomonee Falls, WI, US Local Church Operations 2022
St Catherine $100 Oconomowoc, WI, US Local Church Operations 2022
St Charles $9,550 Hartland, WI, US Local Church Operations 2022
St Francis De Sales Seminary $5,000 St Francis, WI, US Education 2022
St Maria Goretti Fitchburg $100 Madison, WI, US Local Church Operations 2022
St Paul Catholic Center $500 Madison, WI, US Local Church Operations 2022
St Teresa $450 Hartland, WI, US Local Church Operations 2022
Troop 224 $100 Hartland, WI, US Community Service 2022
Virtue Sports Inc $1,250 Hartland, WI, US Educational 2022
Women's Care Center $2,500 Milwaukee, WI, US Community Service 2022
Women's Support Center $2,500 Milwaukee, WI, US Community Service 2022
Apostolate For Family Consecration $500 Bloomingdale, OH, US Local Operations 2021
Archdiocese Of Milwaukee $12,000 Milwaukee, WI, US Local Church Operations 2021
Alliance Defending Freedom $1,000 Scottsdale, AZ, US Educational 2021
Aquinas Academy $100 Menomonee Falls, WI, US Educational Assistance 2021
Chesterton Academy $12,100 Brookfield, WI, US Educatinal Assistance 2021
Evangelical Catholic $3,500 Madison, WI, US Local Church Operations 2021
Focus $3,700 Genesee, CO, US Education 2021
Formation Foundation $10,000 South Bend, IN, US Local Church Operations 2021
Handmaids Of The Heart Of Jesus $625 New Ulm, MN, US Community Service 2021
Holy Hill $200 Hubertus, WI, US Local Church Operations 2021
Knights Of Columbus $1,600 New Haven, CT, US Local Church Operations 2021
Lifenewscom $500 Fort Collins, CO, US Education 2021
Little Sisters Of St Francis $4,000 Danville, NH, US Community Service 2021
Men Of Christ $5,000 Hartland, WI, US Education 2021
Northwestern University $200 Evanston, IL, US Education 2021
Oconomowoc Rotary Foundation $3,750 Oconomowoc, WI, US Community Service 2021
Boy Scounts Of America $450 Waukesha, WI, US Community Service 2021
Pro-life Wi $10,600 Brookfield, WI, US Education Assistance 2021
Sisters For Life $625 Louisville, KY, US Community Service 2021
St Augustine University Parish $1,200 Platteville, WI, US Educational Assistance 2021
St Charles $18,250 Hartland, WI, US Local Church Operations 2021
St Francis De Sales Seminary $10,000 St Francis, WI, US Education 2021
St Jude $100 Memphis, TN, US Local Church Operations 2021
St Lawrence Seminary $250 Mount Calvary, WI, US Education 2021
St Paul Catholic Center $350 Madison, WI, US Local Church Operations 2021
St Teresa $400 Hartland, WI, US Local Church Operations 2021
Apostolate For Family Consecration $250 Bloomingdale, OH, US Local Operations 2020
Archdiocese Of Milwaukee $12,000 Milwaukee, WI, US Local Church Operations 2020
Alliance Defense Fund $500 Scottsdale, AZ, US Educational 2020
Catholic Memorial $60 Waukesha, WI, US Educational Assistance 2020
Catholic Relief Services $1,000 Baltimore, MD, US Educational 2020
Chesterton Academy $3,650 Brookfield, WI, US Educatinal Assistance 2020
Evangelical Catholic $3,000 Madison, WI, US Local Church Operations 2020
Feeding America $1,000 Washington, DC, US Community Service 2020
Focus $3,500 Genesee, CO, US Education 2020
Holy Hill $3,500 Hubertus, WI, US Local Church Operations 2020
Knights Of Columbus $2,000 New Haven, CT, US Local Church Operations 2020
Layton Study Center $1,000 Brookfield, WI, US Education 2020
Oconomowoc Rotary Foundation $1,700 Oconomowoc, WI, US Community Service 2020
Poplar Level Church Of God $250 Louisville, KY, US Local Church Operations 2020
Boy Scounts Of America $300 Waukesha, WI, US Community Service 2020
Pro-life Wi $11,000 Brookfield, WI, US Education Assistance 2020
Queen Of Apostles $100 Pewaukee, WI, US Local Church Operations 2020
Relevant Radio $5,000 Green Bay, WI, US Education 2020
St Anthony $50 Pewaukee, WI, US Educational Assistance 2020
St Charles $13,352 Hartland, WI, US Local Church Operations 2020
St Paul Catholic Center $100 Madison, WI, US Local Church Operations 2020
St Teresa $150 Hartland, WI, US Local Church Operations 2020
Troop 224 $25 Harland, WI, US Community Service 2020
Archdiocese Of Milwaukee $12,000 Milwaukee, WI, US Local Church Operations 2018
Alliance Defense Fund $500 Scottsdale, AZ, US Educational 2018
Catholic Memorial $100 Waukesha, WI, US Educational Assistance 2018
Catholic Relief Services $5,000 Baltimore, MD, US Community Service 2018
Chesterton Academy $5,000 Brookfield, WI, US Educatinal Assistance 2018
Evangelical Catholic $2,500 Madison, WI, US Local Church Operations 2018
Focus $250 Genesee, CO, US Education Assistance 2018
Holy Hill $2,100 Hubertus, WI, US Local Church Operations 2018
Knights Of Columbus $1,350 New Haven, CT, US Local Church Operations 2018
Lifenewscom $250 Fort Collins, CO, US Community Service 2018
Men Of Christ $4,000 Hartland, WI, US Community Service 2018
Northwestern University $150 Evanston, IL, US Educational Assistance 2018
Oconomowoc Rotary Foundation $2,000 Oconomowoc, WI, US Community Service 2018
Paradisus Dei $250 Houston, TX, US Education 2018
Boy Scounts Of America $668 Waukesha, WI, US Community Service 2018
Pro-life Wi $3,000 Brookfield, WI, US Education Assistance 2018
Relevant Radio $5,000 Green Bay, WI, US Community Service 2018
St Charles $16,050 Hartland, WI, US Local Church Operations 2018
St Francis De Sales Seminary $2,500 St Francis, WI, US Educational Assistance 2018
St Gabriel $50 Hubertus, WI, US Local Church Operations 2018
St Paul Catholic Center $250 Madison, WI, US Local Church Operations 2018
St Teresa $100 Hartland, WI, US Local Church Operations 2018
Stella Maris $150 Egg Harbor, WI, US Local Churh Operations 2018
Summit Educational Association $1,500 Milwaukee, WI, US Educational Assistance 2018
V Foundation $200 Cary, NC, US Cancer Research 2018
American Heart Association $10 Dallas, TX, US Community Services 2017
Archdiocese Of Milwaukee $11,000 Milwaukee, WI, US Local Church Operations 2017
Alliance Defense Fund $250 Scottsdale, AZ, US Educational 2017
Blessed Teresa Of Calcutt $250 North Lake, WI, US Local Church Operations 2017
Catholic Memorial $50 Waukesha, WI, US Educational Assistance 2017
Catholic Relief Services $5,000 Baltimore, MD, US Community Service 2017
Chesterton Academy $2,000 Brookfield, WI, US Educatinal Assistance 2017
Evangelical Catholic $2,500 Madison, WI, US Local Church Operations 2017
Holy Hill $2,100 Hubertus, WI, US Local Church Operations 2017
Knights Of Columbus $6,200 New Haven, CT, US Local Church Operations 2017
Lifenewscom $200 Fort Collins, CO, US Community Service 2017
Men Of Christ $250 Hartland, WI, US Community Service 2017
Northwestern University $150 Evanston, IL, US Educational Assistance 2017
Pontifical University Of Holy Cross $5,000 Rome, ITALY, IT Community Service 2017
Boy Scounts Of America $250 Waukesha, WI, US Community Service 2017
Pro-life Wi $1,750 Brookfield, WI, US Education Assistance 2017
Queen Of Apostles $50 Pewaukee, WI, US Community Service 2017
Sacred Heart Co-cathedral $50 Houston, TX, US Community Service 2017
St Boniface $50 Germantown, WI, US Community Service 2017
St Catherine $50 Oconomowoc, WI, US Community Service 2017
St Charles $15,950 Hartland, WI, US Local Church Operations 2017
St Gabriel $100 Hubertus, WI, US Local Church Operations 2017
Acma 1304 $1,700 New Haven, CT, US Educational Assistance 2016
Catholic Community Foundation $1,000 Milwaukee, WI, US Community Services 2016
Catholic Memorial $10,060 Waukesha, WI, US Educational Assistance 2016
Catholic Relief Services $250 Baltimore, MD, US Community Service 2016
Chesterton Academy $500 Brookfield, WI, US Educatinal Assistance 2016
Children's Hospital Of Wi $222 Milwaukee, WI, US Community Services 2016
Blessed Teresa Of Calcutt $13,850 North Lake, WI, US Local Church Operations 2016
Evangelical Catholic $2,500 Madison, WI, US Local Church Operations 2016
Holy Hill $1,000 Hubertus, WI, US Local Church Operations 2016
Holy Name Cathedral $100 Chicago, IL, US Local Church Operations 2016
Lake Country Luthern $100 Hartland, WI, US Local Church Operations 2016
Lifenewscom $350 Fort Collins, CO, US Community Service 2016
Lumen Christi $50 Mequon, WI, US Local Church Operations 2016
Milwuakee Archdiocese $11,000 Milwaukee, WI, US Local Church Operations 2016
Northwestern University $150 Evanston, IL, US Educational Assistance 2016
Oconomowoc Rotary Foundat $1,000 Oconomowoc, WI, US Community Service 2016
Our Hope Inc $101 Eagan, MN, US Community Service 2016
Pro-life Wi $5,250 Brookfield, WI, US Education Assistance 2016
Relevant Radio $100 Green Bay, WI, US Community Service 2016
St Charles $15,600 Hartland, WI, US Local Church Operations 2016
Stella Maris $250 Egg Harbor, WI, US Local Church Operations 2016
St Louis Cathedral $50 St Louis, MO, US Local Church Operations 2016
St Patrick $50 Billings, MT, US Local Church Operations 2016
Summit Educational Association $250 Miwaukee, WI, US Education Assistance 2016
Woodlawn Foundation $5,000 New Rochelle, NY, US Community Service 2016

Foundations Similar to Charitable Trust Agreement Of Brion &

Discover 5 foundations with comparable assets ($583,776-$588,040), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 39-1601302 | 83 grants awarded
$584,791
(≈ Similar)
$2,000
median grant
Laona, WI
Same state
100%
Excellent match

EIN: 27-7117967 | 73 grants awarded
$583,776
(≈ Similar)
$2,500
median grant
Suamico, WI
Same state
100%
Excellent match

EIN: 39-1562476 | 90 grants awarded
$586,171
(≈ Similar)
$1,000
median grant
Milwaukee, WI
Same state
100%
Excellent match

EIN: 39-6628593 | 112 grants awarded
$587,147
(≈ Similar)
$3,000
median grant
Burlington, WI
Same state
100%
Excellent match

EIN: 41-1637603 | 27 grants awarded
$588,040
(≈ Similar)
$2,250
median grant
Onalaska, WI
Same state
100%
Excellent match

Contact Information

Official contact details for Charitable Trust Agreement Of Brion & as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 39-2009711
Website N/A
Address W280N7123 MILLPOND WAY Hartland, WI 53029-8736

Key People (2)

Board members, trustees, and key staff who oversee Charitable Trust Agreement Of Brion &'s grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Brion S Colllins
Trustee Jennifer M Colins

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Charitable Trust Agreement Of Brion & is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.