Acherman Memorial Trust 0052665

Private foundation · Grantmaker Kansas City, MO EIN: 39-6209178
AdultsOlder adultsHuman servicesSpecial population supportServices for older adults

Acherman Memorial Trust 0052665 is a private foundation focused on Adults, based in Kansas City, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $196K in total assets. In 2025, it awarded 1 grant totaling $9K. Net investment income was $15K.

Acherman Memorial Trust 0052665 at a glance

In short: Acherman Memorial Trust 0052665 gave $9K across 1 grant in 2025 (avg $9K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$9,204
+7.3% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$9,204
+7.3% vs 2024
Median grant
$9,204
Total assets
$195,502
+2.6% vs 2024
Primary geography
Wisconsin (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Acherman Memorial Trust 0052665 funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

United Way of Green County Inc: $9KUnited Way of Green County Inc$9K

The largest 2025 recipient was United Way of Green County Inc ($9K).

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 9 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Monroe

How Acherman Memorial Trust 0052665 gives

  • Giving held roughly steady from 2022 to 2025 (−12%). Method
  • In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K3 grants2020 3 grants2021 2 grants2022 2 grants2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $9K (2024) to $11K (2022). In 2025 it made 1 grant totaling $9K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
United Way of Green County Inc Monroe, WIProvide Special Relief for$9,204
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$195,502$17,472$12,319$9,2041$9,924$15,250$10,207
2024$190,519$14,732$11,825$8,5771$9,322$12,435$9,949
2023$187,594$16,983$11,661$8,5882$9,285$14,847$9,274
2022$182,345$19,494$13,590$10,5002$11,230$17,269$9,564
2021$176,548$12,293$12,548$9,1673$9,996$9,790$11,083
2020$176,803$10,545$12,343$9,2503—$8,325$9,932

Under IRS private-foundation payout rules, Acherman Memorial Trust 0052665 reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Acherman Memorial Trust 0052665's only listed officer is UMB Bank, Trustee on every filing since 2024 (compensated).

Officers on the 2025 filing

  • UMB Bank

    Trustee

    On filings since 2024

    1 hr/week

    $3K (2024) → $3K (2025)

Former officers (1)
  • Former: Wisconsin Bank Trust (2020–2023) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

UMB Bank — Trustee: $3KUMB BankTrustee$3K

The highest reported compensation on the 2025 filing was $3K, to UMB Bank (Trustee).

Frequently asked questions about Acherman Memorial Trust 0052665

How much does Acherman Memorial Trust 0052665 give each year?

Acherman Memorial Trust 0052665 gave $9K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 1 grant.

How large is Acherman Memorial Trust 0052665?

Acherman Memorial Trust 0052665 reported $196K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $10K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Acherman Memorial Trust 0052665?

Acherman Memorial Trust 0052665 is a private foundation focused on Adults, based in Kansas City, MO. It holds $196K in total assets as of 2025.

Where does Acherman Memorial Trust 0052665 operate?

Acherman Memorial Trust 0052665 has awarded grants in Wisconsin.

What is Acherman Memorial Trust 0052665's EIN?

Acherman Memorial Trust 0052665's EIN (Employer Identification Number) is 39-6209178. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
  5. Added Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  7. IRS filings on file for fiscal years 2020–2023

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Acherman Memorial Trust 0052665's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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