Ahlers Clifford F Non-marital Tr

MILWAUKEE, WI EIN: 95-6206324

Ahlers Clifford F Non-marital Tr is a private foundation focused on Health, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $8.2M in total assets. In 2024, it awarded 2 grants totaling $530K. Net investment income was $304K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$8.2M

-2.1% YoY

Annual Giving

$530K

+90.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$265K

+90.5% YoY

Under IRS private-foundation payout rules, Ahlers Clifford F Non-marital Tr reported a distributable amount of $571K for 2024 — the minimum it must pay out in qualifying distributions.

About Ahlers Clifford F Non-marital Tr

Based on IRS filings

Focus Areas

Health

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $2.0M (100%)

States

California

Cities

Santa Barbara

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

Among its reported 2024 grants, the largest include Cottage Health System ($264,909), Rehabilitation Hospital Foundation ($264,909).

Recipient	Purpose	Amount
COTTAGE HEALTH SYSTEM SANTA BARBARA, CA	UNRESTRICTED	$264,909
REHABILITATION HOSPITAL FOUNDATION SANTA BARBARA, CA	UNRESTRICTED	$264,909

Leadership & 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

Subject Areas

Focus areas based on grantmaking activity

Health

Frequently Asked Questions

What is Ahlers Clifford F Non-marital Tr?

Ahlers Clifford F Non-marital Tr is a private foundation focused on Health, based in MILWAUKEE, WI. It holds $8.2M in total assets as of 2024.

How large is Ahlers Clifford F Non-marital Tr?

As of 2024, Ahlers Clifford F Non-marital Tr holds $8.2M in total assets with $409K in annual revenue. It awarded 2 grants totaling $530K in 2024.

Where does Ahlers Clifford F Non-marital Tr operate?

Ahlers Clifford F Non-marital Tr has awarded grants in California.

What size grants does Ahlers Clifford F Non-marital Tr award?

In 2024, Ahlers Clifford F Non-marital Tr awarded 2 grants totaling $530K — an average of about $265K per grant, based on its IRS Form 990 filings.

How much is Ahlers Clifford F Non-marital Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ahlers Clifford F Non-marital Tr reported a distributable amount of $571K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ahlers Clifford F Non-marital Tr's EIN?

Ahlers Clifford F Non-marital Tr's EIN (Employer Identification Number) is 95-6206324. IRS Form 990 filing data is available on this page for 2021–2024.