Funder DirectoryCORA RUST OWEN MEMORIAL TRUST
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Private foundation (trust)EIN 816057848Est. 1986-09

CORA RUST OWEN MEMORIAL TRUST

MILWAUKEE, WI 532010634

Total Assets

$509K

FY 2024

Annual Giving

FY 2024

Grants Made

0

FY 2024

Avg Grant

FY 2024

Grant Range

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$64K

Total Expenses

$11K

Qualifying Distributions

$2K

Distributable Amount

$24K

Min. Investment Return

$25K

Undistributed Income

$19K

Payout rate 9%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.9%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2019 to 2023. Peak $25K in 2021. Hover bars for details.

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

Top Recipients

40 grants

WESTOVER SCHOOL INC
$22K
4 grants
VASSAR COLLEGE ANNUAL FUND
$22K
4 grants
UNIVERSITY OF WISCONSIN
$9K
4 grants
MAYO CLINIC HEALTH SYSTEM
$9K
4 grants
FRIENDS OF L E PHILLIPS MEMLIBRARY
$9K
4 grants
MARCUS DALY MEMORIAL HOSPITAL
$9K
4 grants
UNIVERSITY OF MINNESOTA FOUNDATION
$5K
5 grants
UNIVERSITY OF MONTANA FOUNDATION
$5K
5 grants

Grant Size Distribution

40 grants

<$10K
40
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

Wisconsin
$33K
30% of total
Connecticut
$27K
25% of total
New York
$27K
25% of total
Montana
$16K
15% of total
Minnesota
$5K
5% of total

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CORA RUST OWEN MEMORIAL TRUST — Grants, Financials & Contact | Grantivo