Private foundation (trust)EIN 426402869Est. 2002-12
GRACE WORMER TESTAMENTARY TRUST
MILWAUKEE, WI 532010634
Total Assets
$1.9M
FY 2023
Annual Giving
$90K
FY 2023
Grants Made
3
FY 2023
Avg Grant
$30K
FY 2023
Grant Range
$18K–$36K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$156K
Total Expenses
$122K
Qualifying Distributions
$95K
Distributable Amount
$90K
Min. Investment Return
$91K
Undistributed Income
$85K
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
15 grants
Grant Size Distribution
15 grants
Geographic Focus
1 states
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