Funder DirectoryCLARY MEMORIAL TRUST UMA
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Private foundation (trust)EIN 277012186Est. 2012-06

CLARY MEMORIAL TRUST UMA

MILWAUKEE, WI 532010634

Total Assets

$1.7M

FY 2023

Annual Giving

$34K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$34K

FY 2023

Grant Range

$34K–$34K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$63K

Total Expenses

$61K

Qualifying Distributions

$38K

Distributable Amount

$77K

Min. Investment Return

$77K

Undistributed Income

$32K

Payout rate 50%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.50%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2017 to 2023. Peak $75K in 2017. Hover bars for details.

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

Top Recipients

6 grants

SHRINERS HOSPITALS FOR CHILDREN
$370K
6 grants

Grant Size Distribution

6 grants

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

Geographic Focus

1 states

Florida
$370K
100% of total

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CLARY MEMORIAL TRUST UMA — Grants, Financials & Contact | Grantivo