Ahlers Clifford Fbo Uc

MILWAUKEE, WI EIN: 95-6187060

Ahlers Clifford Fbo Uc is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $23.6M in total assets. In 2025, it awarded 1 grants totaling $879K. Net investment income was $930K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$23.6M

+0.1% YoY

Annual Giving

$879K

+35.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$879K

+35.7% YoY

Under IRS private-foundation payout rules, Ahlers Clifford Fbo Uc reported a distributable amount of $1.7M for 2025 — the minimum it must pay out in qualifying distributions.

About Ahlers Clifford Fbo Uc

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $6.3M (100%)

States

Ohio

Cities

Cincinnati

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$23,640,194	$23,610,917	$23,220,954
Revenue	$1,055,330	$1,180,085	$1,239,838
Expenses	$1,025,987	$776,711	$1,969,200
Qualifying Distributions	$891,654	$660,505	$1,844,971
Net Investment Income	$929,686	$1,054,818	$1,128,118
Distributable Amount	$1,697,204	$1,483,341	$1,455,089

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include University of Cincinnati ($879,470).

Recipient	Purpose	Amount
UNIVERSITY OF CINCINNATI CINCINNATI, OH	GENERAL OPERATING	$879,470

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
US BANK N A	CO-TRUSTEE	1	$100,087
DAVID W VAN HORNE	CO-TRUSTEE	1	$21,756

Frequently Asked Questions

How large is Ahlers Clifford Fbo Uc?

As of 2025, Ahlers Clifford Fbo Uc holds $23.6M in total assets with $1.1M in annual revenue. It awarded 1 grants totaling $879K in 2025.

Where does Ahlers Clifford Fbo Uc operate?

Ahlers Clifford Fbo Uc has awarded grants in Ohio.

What size grants does Ahlers Clifford Fbo Uc award?

In 2025, Ahlers Clifford Fbo Uc awarded 1 grants totaling $879K — an average of about $879K per grant, based on its IRS Form 990 filings.

How much is Ahlers Clifford Fbo Uc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Ahlers Clifford Fbo Uc reported a distributable amount of $1.7M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.