Ahlers Clifford F Non-marital Tr
MILWAUKEE, WI EIN: 95-6206324
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$8.2M
-2.1% YoY
Annual Giving
$530K
+90.5% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$265K
+90.5% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,167,786 | $8,342,261 | $8,193,273 |
| Revenue | $409,198 | $486,797 | $567,375 |
| Expenses | $583,271 | $335,221 | $683,365 |
| Qualifying Distributions | $534,611 | $284,055 | $628,052 |
| Net Investment Income | $304,145 | $447,103 | $520,877 |
| Distributable Amount | $570,986 | $510,751 | $538,899 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Ahlers Clifford F Non-marital Tr fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK N A | CO-TRUSTEE | 1 | $37,776 |
| DAVID VAN HORNE | CO-TRUSTEE | 1 | $9,151 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
California $2.0M (100%)
States
Cities
Santa Barbara
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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