Funder DirectoryWILLIAM & RUTH PENDLETON MEMORIAL FUND
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Private foundation (trust)EIN 742475483Est. 1987-08

WILLIAM & RUTH PENDLETON MEMORIAL FUND

MILWAUKEE, WI 53201

Accepts unsolicited proposals

Total Assets

$3.2M

FY 2023

Annual Giving

$172K

FY 2023

Grants Made

39

FY 2023

Avg Grant

$4K

FY 2023

Grant Range

$2K–$35K

Typical

Deadlines

September 30 of each year

Applications

Financial Snapshot

2023 filing

Total Revenue

$103K

Total Expenses

$219K

Qualifying Distributions

$178K

Distributable Amount

$150K

Min. Investment Return

$151K

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

39 grants

Grant sizes from minimum $2K through median $3K to maximum $35K, 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 $228K in 2021. Hover bars for details.

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

Top Recipients

173 grants

PHOENIX YOUTH SYMPHONY ORCHESTRA
$60K
2 grants
YAVAPAI REGIONAL MEDICAL CENTER
$55K
4 grants
PHOENIX SYMPHONY
$50K
2 grants
SCOTTSDALE MUSEUM OF THE WEST
$43K
3 grants
PHOENIX SYMPHONY GUILD
$40K
2 grants
DUET PARTNERS IN HEALTH & AGING
$19K
4 grants
ASSISTANCE LEAGUE OF PHOENIX
$19K
4 grants
UPWARD FOR CHILDREN AND FAMILIES
$19K
4 grants

Grant Size Distribution

173 grants

<$10K
164
grants
$10–50K
9
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Arizona
$830K
100% of total

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WILLIAM & RUTH PENDLETON MEMORIAL FUND — Grants, Financials & Contact | Grantivo