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Private foundation (trust)EIN 396092711Est. 1943-11

MORSE COL ROBERT H FDN TR

BELOIT, WI 53512

Accepts unsolicited proposals

Total Assets

$1.7M

FY 2023

Annual Giving

$80K

FY 2023

Grants Made

8

FY 2023

Avg Grant

$10K

FY 2023

Grant Range

$1K–$20K

Typical

Deadlines

May 1 and nov 1

Applications

Financial Snapshot

2023 filing

Total Revenue

$70K

Total Expenses

$101K

Qualifying Distributions

$83K

Distributable Amount

$81K

Min. Investment Return

$82K

Undistributed Income

$78K

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

8 grants

Grant sizes from minimum $1K through median $8K to maximum $20K, 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 $88K in 2021. Hover bars for details.

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

Top Recipients

40 grants

BELOIT MEALS ON WHEELS
$60K
4 grants
SECOND HARVEST FOODBANK
$59K
4 grants
CARITAS
$33K
2 grants
KANDU INDUSTRIES INC
$25K
3 grants
FAMILY PROMISE OF GREATER BELOIT
$25K
2 grants
GIRL SCOUTS OF WISCONSIN
$13K
1 grant
WELTY ENVIRONMENT CENTER
$10K
2 grants
CASA
$10K
1 grant

Grant Size Distribution

40 grants

<$10K
29
grants
$10–50K
11
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Wisconsin
$303K
93% of total
Illinois
$21K
6% of total
District of Columbia
$765
0% of total

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MORSE COL ROBERT H FDN TR — Grants, Financials & Contact | Grantivo