Funder DirectoryFRANCIS POOL CHARITABLE TRUST UMA
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Private foundation (trust)EIN 476498760Est. 2017-02

FRANCIS POOL CHARITABLE TRUST UMA

MILWAUKEE, WI 532010634

Total Assets

$5.0M

FY 2024

Annual Giving

$223K

FY 2024

Grants Made

2

FY 2024

Avg Grant

$112K

FY 2024

Grant Range

$112K–$112K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$363K

Total Expenses

$324K

Qualifying Distributions

$231K

Distributable Amount

$237K

Min. Investment Return

$241K

Payout rate 97%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.97%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

3 years

Giving over time from 2020 to 2024. Peak $255K in 2020. Hover bars for details.

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

Top Recipients

6 grants

MARY QUEEN OF HEAVEN CATHOLIC PARISH
$323K
3 grants
SACRED HEART MEDICAL CENTER
$323K
3 grants

Grant Size Distribution

6 grants

<$10K
$10–50K
$50–250K
6
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Washington
$647K
100% of total

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FRANCIS POOL CHARITABLE TRUST UMA — Grants, Financials & Contact | Grantivo