Funder DirectoryJOHN & RUTH KLOSS CHARITABLE TR UMA
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Private foundation (trust)EIN 396790033Est. 2006-12

JOHN & RUTH KLOSS CHARITABLE TR UMA

MILWAUKEE, WI 532010634

Accepts unsolicited proposals

Total Assets

$9.4M

FY 2023

Annual Giving

$443K

FY 2023

Grants Made

23

FY 2023

Avg Grant

$19K

FY 2023

Grant Range

$3K–$90K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$337K

Total Expenses

$547K

Qualifying Distributions

$455K

Distributable Amount

$455K

Min. Investment Return

$449K

Undistributed Income

$371K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

23 grants

Grant sizes from minimum $3K through median $15K to maximum $90K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $443K in 2021. Hover bars for details.

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

Top Recipients

105 grants

KENOSHA INNOVATION NEIGHBORHOOD
$290K
3 grants
GATEWAY TECHNICAL COLLEGE
$222K
4 grants
WOMEN AND CHILDREN'S HORIZON
$150K
4 grants
OPEN WINGS ACADEMY
$70K
4 grants
LAKEVIEW TECHNOLOGY ACADEMY
$65K
2 grants
SHALOM CENTER
$60K
4 grants
KENOSHA COMMUNITY FOUNDATION
$55K
3 grants
UNITED WAY - KENOSHA COUNTY
$55K
3 grants

Grant Size Distribution

105 grants

<$10K
61
grants
$10–50K
38
grants
$50–250K
6
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

Wisconsin
$1.7M
99% of total
Missouri
$10K
1% of total
Texas
$5K
0% of total
Virginia
$5K
0% of total

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JOHN & RUTH KLOSS CHARITABLE TR UMA — Grants, Financials & Contact | Grantivo